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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,084
shares
|
$227,000
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,080
shares
|
$226,822
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
5,039
shares
|
$224,991
0.0% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,021
shares
|
$224,187
0.0% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,968
shares
|
$221,821
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,902
shares
|
$218,874
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,825
shares
|
$215,436
0.0% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$215,302
0.16% of portfolio
|
Q4 2024
Reduced 69.54%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,815
shares
|
$214,989
0.07% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
4,812
shares
|
$214,855
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,797
shares
|
$214,186
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,758
shares
|
$212,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
4,743
shares
|
$211,774
0.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,720
shares
|
$210,748
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,680
shares
|
$208,962
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,618
shares
|
$206,193
0.01% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,558
shares
|
$203,514
0.01% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,074
shares
|
$181,904
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
4,032
shares
|
$180,028
0.22% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,606
shares
|
$161,007
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,460
shares
|
$154,489
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,376
shares
|
$150,738
0.0% of portfolio
|
Q2 2025
Reduced 57.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,243
shares
|
$144,799
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,207
shares
|
$143,192
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,950
shares
|
$131,717
0.0% of portfolio
|
Q2 2025
Added 0.07%
|