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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
42,996
shares
|
$1.85 Million
0.74% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
41,769
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
41,223
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2023
Added 289.96%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
40,384
shares
|
$1.74 Million
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
40,135
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
39,455
shares
|
$1.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
39,341
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,736
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
37,393
shares
|
$1.61 Million
0.27% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,690
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,628
shares
|
$1.58 Million
0.57% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,501
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
35,617
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
35,019
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
34,954
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
34,895
shares
|
$1.5 Million
1.16% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,877
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
34,760
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34,285
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
34,063
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 52.16%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
33,364
shares
|
$1.44 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
33,217
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
33,036
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
32,800
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
32,797
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2025
Added 10.48%
|