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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
86,241
shares
|
$3.71 Million
0.04% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
86,040
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
85,217
shares
|
$3.67 Million
0.85% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
84,882
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
84,856
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,171
shares
|
$3.62 Million
0.46% of portfolio
|
Q1 2023
Added 30.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
83,085
shares
|
$3.58 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
82,011
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
81,798
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
77,526
shares
|
$3.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
77,333
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
77,001
shares
|
$3.31 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
76,794
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 26.96%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
76,278
shares
|
$3.28 Million
1.96% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
75,330
shares
|
$3.24 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
74,524
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
74,511
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
74,025
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
71,626
shares
|
$3.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
70,058
shares
|
$3.02 Million
0.56% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
66,228
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
65,951
shares
|
$2.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
64,508
shares
|
$2.78 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
60,699
shares
|
$2.61 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
59,889
shares
|
$2.58 Million
0.13% of portfolio
|
Q2 2025
Added 377.96%
|