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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
81,386
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Added 228.74%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
80,692
shares
|
$3.43 Million
0.91% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
78,651
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
78,060
shares
|
$3.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
77,741
shares
|
$3.3 Million
0.41% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
76,369
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 23.43%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
76,064
shares
|
$3.23 Million
2.26% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
76,031
shares
|
$3.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
74,703
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
72,902
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
68,941
shares
|
$2.93 Million
0.17% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
68,743
shares
|
$2.92 Million
2.8% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
68,266
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
68,253
shares
|
$2.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
66,806
shares
|
$2.84 Million
0.66% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
65,383
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Added 31.09%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
63,568
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
63,408
shares
|
$2.69 Million
2.54% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
63,386
shares
|
$2.69 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
63,167
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.28%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
62,554
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
62,500
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,051
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
60,488
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
59,004
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|