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 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,859
shares
|
$302,207
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
6,747
shares
|
$297,272
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,659
shares
|
$293,395
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$289,253
0.23% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,554
shares
|
$288,769
0.03% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
6,448
shares
|
$284,098
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,439
shares
|
$283,702
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,366
shares
|
$280,485
0.2% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,362
shares
|
$280,309
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
6,274
shares
|
$276,432
0.06% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
6,215
shares
|
$273,832
0.23% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6,183
shares
|
$272,422
0.16% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,055
shares
|
$266,783
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,992
shares
|
$264,007
0.02% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
5,990
shares
|
$263,919
0.04% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,969
shares
|
$262,994
0.0% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,963
shares
|
$262,729
0.02% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,917
shares
|
$260,703
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,799
shares
|
$255,503
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,772
shares
|
$254,314
0.02% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,727
shares
|
$252,331
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
5,700
shares
|
$251,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,695
shares
|
$250,921
0.04% of portfolio
|
Q1 2025
Reduced 45.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,679
shares
|
$250,216
0.06% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
5,620
shares
|
$247,617
0.0% of portfolio
|
Q4 2023
New holding
|