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 $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
139,868
shares
|
$5.94 Million
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
139,767
shares
|
$5.94 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
136,904
shares
|
$5.82 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
136,532
shares
|
$5.8 Million
0.02% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
136,265
shares
|
$5.79 Million
0.27% of portfolio
|
Q1 2025
Added 71.36%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
134,279
shares
|
$5.7 Million
0.65% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
127,750
shares
|
$5.43 Million
0.14% of portfolio
|
N/A
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
122,394
shares
|
$5.2 Million
1.74% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
121,719
shares
|
$5.17 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
117,864
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
114,140
shares
|
$4.85 Million
0.61% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
112,503
shares
|
$4.78 Million
1.21% of portfolio
|
Q1 2025
Added 5314.0%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
109,761
shares
|
$4.66 Million
0.21% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
107,161
shares
|
$4.55 Million
0.04% of portfolio
|
Q1 2025
Added 99.04%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
101,058
shares
|
$4.29 Million
0.03% of portfolio
|
Q1 2025
Added 89.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
98,018
shares
|
$4.16 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
|
$4.16 Million
0.03% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
97,509
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
95,936
shares
|
$4.08 Million
0.45% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
91,446
shares
|
$3.88 Million
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
85,135
shares
|
$3.62 Million
1.59% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
84,261
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,171
shares
|
$3.58 Million
0.46% of portfolio
|
Q1 2023
Added 30.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
83,085
shares
|
$3.53 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
82,541
shares
|
$3.51 Million
0.05% of portfolio
|
Q1 2025
Added 590.37%
|