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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
145,461
shares
|
$6.41 Million
3.32% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
138,868
shares
|
$6.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
136,904
shares
|
$6.03 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
136,532
shares
|
$6.02 Million
0.02% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
136,265
shares
|
$6 Million
0.27% of portfolio
|
Q1 2025
Added 71.36%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
134,279
shares
|
$5.92 Million
0.65% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
127,750
shares
|
$5.63 Million
0.14% of portfolio
|
N/A
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
122,394
shares
|
$5.39 Million
1.7% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
121,719
shares
|
$5.36 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
117,864
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
117,020
shares
|
$5.16 Million
0.55% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
112,503
shares
|
$4.96 Million
1.21% of portfolio
|
Q1 2025
Added 5314.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
108,584
shares
|
$4.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
107,161
shares
|
$4.72 Million
0.04% of portfolio
|
Q1 2025
Added 99.04%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
101,058
shares
|
$4.45 Million
0.03% of portfolio
|
Q1 2025
Added 89.28%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
100,602
shares
|
$4.43 Million
0.42% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
98,018
shares
|
$4.32 Million
0.09% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
97,910
shares
|
$4.31 Million
0.03% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
97,509
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
91,446
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
87,176
shares
|
$3.84 Million
1.44% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
84,717
shares
|
$3.73 Million
0.87% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
84,261
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,171
shares
|
$3.71 Million
0.46% of portfolio
|
Q1 2023
Added 30.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
83,085
shares
|
$3.66 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.37%
|