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 518 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
42,377
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
41,769
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41,596
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
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
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
40,209
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 18.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
40,160
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
39,700
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 60.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
38,705
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
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%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,628
shares
|
$1.57 Million
0.57% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
36,286
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
35,045
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
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%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
34,795
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
34,760
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
34,534
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
34,185
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
33,364
shares
|
$1.43 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%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33,155
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
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%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,626
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,582
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
32,015
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2025
Added 1.79%
|
|