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 $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,549
shares
|
$11.2 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
258,930
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
254,504
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 129.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
240,917
shares
|
$10.2 Million
2.38% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
233,033
shares
|
$9.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
217,913
shares
|
$9.26 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
215,348
shares
|
$9.15 Million
3.29% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
202,573
shares
|
$8.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
196,552
shares
|
$8.35 Million
2.66% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
195,517
shares
|
$8.31 Million
3.7% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
195,322
shares
|
$8.3 Million
1.27% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
191,884
shares
|
$8.15 Million
4.49% of portfolio
|
Q1 2025
Added 159.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
190,733
shares
|
$8.1 Million
0.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
189,714
shares
|
$8.06 Million
0.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
185,380
shares
|
$7.87 Million
0.52% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
170,386
shares
|
$7.24 Million
0.8% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.17 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
167,704
shares
|
$7.12 Million
0.05% of portfolio
|
Q1 2025
Added 76.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,555
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
151,297
shares
|
$6.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
148,419
shares
|
$6.3 Million
0.01% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
148,375
shares
|
$6.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
147,601
shares
|
$6.27 Million
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
145,461
shares
|
$6.18 Million
3.32% of portfolio
|
Q1 2025
Reduced 3.84%
|