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 $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
57,000
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,770
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
51,710
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
51,564
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 137.94%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
51,325
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Added 957.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
49,717
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
49,015
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
48,689
shares
|
$2.15 Million
1.85% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
46,055
shares
|
$2.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
45,908
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
45,040
shares
|
$1.98 Million
0.59% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
44,602
shares
|
$1.97 Million
0.16% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
44,527
shares
|
$1.96 Million
0.34% of portfolio
|
Q1 2025
Added 45.52%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
44,496
shares
|
$1.96 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
44,305
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,824
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
43,512
shares
|
$1.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 42.9%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
43,246
shares
|
$1.91 Million
0.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,539
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,181
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2025
Added 34.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
41,223
shares
|
$1.82 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
|
$1.78 Million
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
40,205
shares
|
$1.77 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,037
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
39,022
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.47%
|