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 |
|---|---|---|---|---|---|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
58,680
shares
|
$2.53 Million
2.06% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
58,301
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,582
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
57,365
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
57,100
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
54,026
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,770
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
53,127
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 188.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
51,740
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
49,563
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
49,331
shares
|
$2.12 Million
1.73% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
48,678
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
48,407
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
47,928
shares
|
$2.06 Million
0.55% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
47,699
shares
|
$2.05 Million
1.58% of portfolio
|
Q3 2025
Added 626.57%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
47,193
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
47,173
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
46,499
shares
|
$2 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
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 35154.2%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
45,705
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
44,496
shares
|
$1.92 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
44,436
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
43,925
shares
|
$1.89 Million
0.47% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,824
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,236
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Added 10.8%
|