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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
24,800
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
24,606
shares
|
$1.06 Million
1.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
24,488
shares
|
$1.05 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,360
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,263
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
23,990
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
23,150
shares
|
$996,376
1.0% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,911
shares
|
$986,089
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,789
shares
|
$980,838
0.07% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
22,513
shares
|
$968,959
0.31% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
21,856
shares
|
$940,682
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
21,702
shares
|
$934,054
0.06% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,325
shares
|
$917,828
0.43% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,996
shares
|
$903,667
0.07% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
20,851
shares
|
$897,427
0.08% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
20,665
shares
|
$889,421
0.06% of portfolio
|
Q2 2025
Added 42.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,515
shares
|
$882,965
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
20,513
shares
|
$882,879
0.59% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,436
shares
|
$879,565
0.25% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
20,320
shares
|
$874,572
0.21% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
20,031
shares
|
$862,134
0.18% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
19,997
shares
|
$860,670
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$850,470
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$834,760
0.02% of portfolio
|
Q3 2024
Added 25.98%
|