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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
146,741
shares
|
$6.32 Million
0.02% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
142,326
shares
|
$6.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
140,610
shares
|
$6.05 Million
0.18% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
139,789
shares
|
$6.02 Million
0.61% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
132,552
shares
|
$5.71 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
127,750
shares
|
$5.5 Million
0.11% of portfolio
|
N/A
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
126,495
shares
|
$5.44 Million
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
124,053
shares
|
$5.34 Million
0.53% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
122,394
shares
|
$5.27 Million
1.7% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
121,023
shares
|
$5.21 Million
3.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
120,970
shares
|
$5.21 Million
0.05% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
120,106
shares
|
$5.17 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
117,211
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
117,005
shares
|
$5.04 Million
0.92% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
110,938
shares
|
$4.77 Million
0.1% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
108,586
shares
|
$4.67 Million
0.17% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
108,232
shares
|
$4.66 Million
0.44% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
100,955
shares
|
$4.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
100,812
shares
|
$4.34 Million
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
99,045
shares
|
$4.26 Million
0.04% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
98,995
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
98,417
shares
|
$4.24 Million
0.31% of portfolio
|
Q3 2025
Reduced 34.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
93,468
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.02%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
88,487
shares
|
$3.81 Million
1.34% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
86,920
shares
|
$3.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.17%
|