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 518 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
288,626
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
282,168
shares
|
$12.1 Million
2.35% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
272,682
shares
|
$11.7 Million
2.37% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
270,904
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 43.36%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
263,583
shares
|
$11.3 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
254,504
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Added 129.15%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
243,665
shares
|
$10.5 Million
2.67% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
226,478
shares
|
$9.73 Million
0.21% of portfolio
|
Q3 2025
Reduced 50.33%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
217,913
shares
|
$9.36 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
212,904
shares
|
$9.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
209,717
shares
|
$9.01 Million
0.4% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
201,353
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
199,853
shares
|
$8.59 Million
3.91% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
195,322
shares
|
$8.39 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
193,264
shares
|
$8.3 Million
2.55% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
192,956
shares
|
$8.29 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8.09 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
186,112
shares
|
$8 Million
0.02% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
178,039
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
169,080
shares
|
$7.27 Million
0.55% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.25 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
156,880
shares
|
$6.74 Million
0.02% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,555
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
147,601
shares
|
$6.34 Million
0.22% of portfolio
|
Q3 2021
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
145,540
shares
|
$6.25 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.19%
|
|