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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
24,606
shares
|
$1.1 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
|
$1.09 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,360
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,263
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
23,990
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
23,365
shares
|
$1.04 Million
0.91% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,911
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,789
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
22,513
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
21,856
shares
|
$975,870
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
21,738
shares
|
$970,601
0.25% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,996
shares
|
$937,471
0.07% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
20,665
shares
|
$922,692
0.06% of portfolio
|
Q2 2025
Added 42.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,515
shares
|
$915,994
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,436
shares
|
$912,467
0.25% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,360
shares
|
$909,074
0.04% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
20,320
shares
|
$907,288
0.21% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
20,283
shares
|
$905,635
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,205
shares
|
$902,153
0.08% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
20,031
shares
|
$894,384
0.18% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
19,997
shares
|
$892,866
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
19,795
shares
|
$883,846
0.31% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$882,284
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$865,986
0.02% of portfolio
|
Q3 2024
Added 25.98%
|