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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,032
shares
|
$45,469
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
982
shares
|
$43,266
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
957
shares
|
$42,165
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$42,077
0.01% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
931
shares
|
$41,019
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
900
shares
|
$39,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
880
shares
|
$38,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
833
shares
|
$36,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
830
shares
|
$36,569
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
823
shares
|
$36,261
0.0% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
800
shares
|
$35,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
788
shares
|
$34,719
0.01% of portfolio
|
Q2 2025
Added 60.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
773
shares
|
$34,058
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
760
shares
|
$33,485
0.02% of portfolio
|
Q1 2025
Reduced 62.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
717
shares
|
$31,591
0.0% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
717
shares
|
$31,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
689
shares
|
$30,357
0.0% of portfolio
|
Q2 2025
Reduced 96.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
683
shares
|
$30,092
0.0% of portfolio
|
Q3 2022
Reduced 60.84%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
649
shares
|
$28,594
0.01% of portfolio
|
Q1 2024
Reduced 58.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
608
shares
|
$26,788
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
603
shares
|
$26,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
580
shares
|
$25,554
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
575
shares
|
$25,334
0.0% of portfolio
|
Q1 2025
Added 1754.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
563
shares
|
$24,805
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
562
shares
|
$24,761
0.0% of portfolio
|
Q2 2025
Added 4.27%
|