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 521 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$10,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
245
shares
|
$10,544
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
216
shares
|
$9,296
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
216
shares
|
$9,296
0.0% of portfolio
|
Q3 2025
Reduced 61.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
215
shares
|
$9,253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$8,651
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
200
shares
|
$8,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
200
shares
|
$8,608
0.0% of portfolio
|
Q2 2025
Reduced 92.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
200
shares
|
$8,608
0.0% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$8,608
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
200
shares
|
$8,608
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
195
shares
|
$8,392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
195
shares
|
$8,392
0.0% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
188
shares
|
$8,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
181
shares
|
$7,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
141
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
117
shares
|
$5,035
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
110
shares
|
$4,734
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
105
shares
|
$4,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
102
shares
|
$4,390
0.0% of portfolio
|
Q2 2025
Added 52.24%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$4,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$2,324
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
43
shares
|
$1,850
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
40
shares
|
$1,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
37
shares
|
$1,592
0.0% of portfolio
|
Q1 2025
Added 208.33%
|