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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,582
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
57,100
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
54,026
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,770
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
53,127
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
Added 188.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
51,740
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
51,325
shares
|
$2.29 Million
0.09% of portfolio
|
Q2 2025
Added 957.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
49,717
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
49,563
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
48,689
shares
|
$2.17 Million
1.85% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
48,678
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
48,407
shares
|
$2.16 Million
0.16% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
48,270
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
47,193
shares
|
$2.11 Million
0.07% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
46,499
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
46,183
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 35154.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
45,662
shares
|
$2.04 Million
0.54% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
44,496
shares
|
$1.99 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
44,436
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
44,305
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,824
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
43,246
shares
|
$1.93 Million
0.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,236
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
41,223
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2023
Added 289.96%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
40,384
shares
|
$1.8 Million
0.55% of portfolio
|
Q4 2023
New holding
|