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 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
147,601
shares
|
$6.59 Million
0.22% of portfolio
|
Q3 2021
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
146,741
shares
|
$6.55 Million
0.02% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
142,326
shares
|
$6.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
139,789
shares
|
$6.24 Million
0.61% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
138,868
shares
|
$6.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
134,147
shares
|
$5.99 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
132,552
shares
|
$5.92 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
127,750
shares
|
$5.7 Million
0.11% of portfolio
|
N/A
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
126,495
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
122,394
shares
|
$5.46 Million
1.7% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
120,970
shares
|
$5.4 Million
0.05% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
117,211
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
117,020
shares
|
$5.22 Million
0.55% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
117,005
shares
|
$5.22 Million
0.92% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
110,938
shares
|
$4.95 Million
0.1% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
108,584
shares
|
$4.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
100,955
shares
|
$4.51 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
|
$4.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
100,602
shares
|
$4.49 Million
0.42% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
99,045
shares
|
$4.42 Million
0.04% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
93,468
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.02%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
87,176
shares
|
$3.89 Million
1.44% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
86,920
shares
|
$3.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
86,241
shares
|
$3.85 Million
0.04% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
84,882
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2025
Added 11.15%
|