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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
40,135
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
39,455
shares
|
$1.76 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
39,341
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
38,382
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,736
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
37,079
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,690
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,501
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
36,429
shares
|
$1.63 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
36,158
shares
|
$1.61 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
35,617
shares
|
$1.59 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
35,019
shares
|
$1.56 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
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,877
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34,285
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
34,141
shares
|
$1.52 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
34,063
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 52.16%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
33,973
shares
|
$1.52 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,960
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
33,605
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
33,036
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
32,850
shares
|
$1.47 Million
0.52% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
32,800
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,582
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
32,034
shares
|
$1.43 Million
0.23% of portfolio
|
Q2 2025
Added 37.58%
|