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 499 institutions that hold shares in the stock, with a total of 51.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,035
shares
|
$45,881
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,022
shares
|
$45,305
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
998
shares
|
$44,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
961
shares
|
$42,601
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$42,335
0.01% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
931
shares
|
$41,271
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
913
shares
|
$40,473
0.01% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
880
shares
|
$39,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
830
shares
|
$36,793
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
823
shares
|
$36,483
0.0% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
800
shares
|
$35,464
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
766
shares
|
$33,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
745
shares
|
$33,025
0.01% of portfolio
|
Q2 2024
Reduced 59.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
717
shares
|
$31,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
717
shares
|
$31,784
0.0% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
683
shares
|
$30,277
0.0% of portfolio
|
Q3 2022
Reduced 60.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
670
shares
|
$29,701
0.0% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
649
shares
|
$28,770
0.01% of portfolio
|
Q1 2024
Reduced 58.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
563
shares
|
$24,957
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
547
shares
|
$24,248
0.0% of portfolio
|
Q4 2024
Added 447.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
536
shares
|
$23,760
0.01% of portfolio
|
Q3 2024
Added 78.07%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
463
shares
|
$20,524
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
401
shares
|
$17,776
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
400
shares
|
$17,732
0.0% of portfolio
|
Q3 2023
Added 12.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
395
shares
|
$17,510
0.0% of portfolio
|
Q4 2024
Reduced 37.89%
|