Institutional Ownership Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD). We have compiled data on the 515 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,169
shares
|
$320,095
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,150
shares
|
$319,247
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,086
shares
|
$316,389
0.02% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,083
shares
|
$316,255
0.09% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
7,064
shares
|
$315,407
0.17% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,055
shares
|
$315,005
0.01% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
6,817
shares
|
$304,379
0.02% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
6,791
shares
|
$303,218
0.02% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
6,754
shares
|
$301,566
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
6,747
shares
|
$301,253
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,576
shares
|
$293,618
0.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$293,127
0.23% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,514
shares
|
$290,850
0.02% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
6,448
shares
|
$287,903
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,439
shares
|
$287,501
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,439
shares
|
$287,501
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
6,215
shares
|
$277,499
0.21% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,201
shares
|
$276,874
0.17% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,183
shares
|
$276,070
0.15% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,170
shares
|
$275,490
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
6,052
shares
|
$270,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
5,990
shares
|
$267,453
0.04% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,969
shares
|
$266,515
0.0% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,963
shares
|
$266,247
0.02% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,917
shares
|
$264,194
0.05% of portfolio
|
Q2 2024
Added 0.31%
|