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 521 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$64,560
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,492
shares
|
$64,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,480
shares
|
$63,699
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,337
shares
|
$57,544
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,248
shares
|
$53,713
0.0% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,244
shares
|
$53,541
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,160
shares
|
$49,926
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$49,496
0.01% of portfolio
|
Q1 2025
Added 54.36%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,125
shares
|
$48,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,080
shares
|
$46,483
0.01% of portfolio
|
Q3 2025
Added 252.94%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,076
shares
|
$46,311
0.03% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$45,192
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,044
shares
|
$44,933
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,040
shares
|
$44,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
1,001
shares
|
$43,083
0.01% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$43,040
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
985
shares
|
$42,394
0.0% of portfolio
|
Q3 2025
Added 77.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
982
shares
|
$42,265
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$41,103
0.01% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
931
shares
|
$40,070
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
880
shares
|
$37,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
863
shares
|
$37,143
0.0% of portfolio
|
Q3 2025
Added 342.56%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
833
shares
|
$35,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
821
shares
|
$35,335
0.01% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
800
shares
|
$34,432
0.01% of portfolio
|
Q3 2024
New holding
|