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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,609
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
31,466
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
31,451
shares
|
$1.4 Million
0.18% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,429
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
30,395
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
29,994
shares
|
$1.34 Million
0.74% of portfolio
|
Q2 2025
Added 11897.6%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
29,685
shares
|
$1.33 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
29,616
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
29,119
shares
|
$1.3 Million
0.44% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
28,580
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
28,480
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
28,373
shares
|
$1.27 Million
0.82% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
27,474
shares
|
$1.23 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
27,230
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,093
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
26,701
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,410
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.18 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
26,274
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
26,000
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
25,953
shares
|
$1.16 Million
0.77% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
25,025
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.11 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
24,800
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 13.02%
|