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 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
281,181
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
263,583
shares
|
$11.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,549
shares
|
$11.8 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
255,407
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 78.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
254,504
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Added 129.15%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
218,491
shares
|
$9.76 Million
2.64% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
217,913
shares
|
$9.73 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
214,256
shares
|
$9.57 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
207,028
shares
|
$9.24 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
197,990
shares
|
$8.84 Million
0.01% of portfolio
|
Q2 2025
Added 103.05%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
196,936
shares
|
$8.79 Million
2.61% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
196,328
shares
|
$8.77 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
195,905
shares
|
$8.75 Million
0.35% of portfolio
|
Q2 2025
Added 43.77%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
195,322
shares
|
$8.72 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
195,143
shares
|
$8.71 Million
4.11% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
194,578
shares
|
$8.69 Million
0.03% of portfolio
|
Q2 2025
Added 208.04%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
193,365
shares
|
$8.63 Million
3.15% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
188,969
shares
|
$8.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
163,152
shares
|
$7.28 Million
0.02% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
155,863
shares
|
$6.96 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
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
149,494
shares
|
$6.67 Million
0.5% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
148,802
shares
|
$6.64 Million
2.92% of portfolio
|
Q2 2025
Added 2.3%
|