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 |
---|---|---|---|---|---|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,549
shares
|
$11.6 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
258,930
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
254,504
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 129.15%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
240,917
shares
|
$10.6 Million
2.38% of portfolio
|
Q4 2024
Added 6.93%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
233,033
shares
|
$10.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
218,491
shares
|
$9.63 Million
2.64% of portfolio
|
Q2 2025
Added 1.46%
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
217,913
shares
|
$9.6 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
202,573
shares
|
$8.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
196,552
shares
|
$8.66 Million
2.66% of portfolio
|
Q1 2025
Added 1.15%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
196,328
shares
|
$8.65 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
195,517
shares
|
$8.61 Million
3.7% of portfolio
|
Q1 2025
Added 2.58%
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
195,322
shares
|
$8.61 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
191,884
shares
|
$8.45 Million
4.49% of portfolio
|
Q1 2025
Added 159.02%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
190,733
shares
|
$8.4 Million
0.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8.3 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
185,380
shares
|
$8.17 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
|
$7.51 Million
0.8% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
167,704
shares
|
$7.39 Million
0.05% of portfolio
|
Q1 2025
Added 76.39%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
163,152
shares
|
$7.19 Million
0.02% of portfolio
|
Q2 2025
Added 16.65%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
155,863
shares
|
$6.87 Million
0.02% of portfolio
|
Q2 2025
Added 5.05%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,555
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
151,297
shares
|
$6.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
148,802
shares
|
$6.56 Million
2.92% of portfolio
|
Q2 2025
Added 2.3%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
148,419
shares
|
$6.54 Million
0.01% of portfolio
|
Q1 2025
Added 25.05%
|