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 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
17,681
shares
|
$751,088
0.21% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
17,677
shares
|
$750,918
0.03% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
17,465
shares
|
$741,913
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,855
shares
|
$716,000
0.06% of portfolio
|
Q1 2025
Added 259.38%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
16,786
shares
|
$713,069
0.18% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
16,594
shares
|
$704,913
0.56% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
16,178
shares
|
$687,241
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
16,097
shares
|
$683,800
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
16,090
shares
|
$683,503
0.29% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
16,068
shares
|
$682,568
0.15% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
15,908
shares
|
$675,771
0.03% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
15,726
shares
|
$668,040
0.15% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
15,723
shares
|
$667,913
0.03% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,554
shares
|
$660,733
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$660,521
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,529
shares
|
$659,671
0.03% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,440
shares
|
$655,891
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,394
shares
|
$653,937
0.02% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,272
shares
|
$648,754
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
15,216
shares
|
$646,375
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,000
shares
|
$637,200
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
14,640
shares
|
$621,907
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
14,614
shares
|
$620,802
0.01% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
14,515
shares
|
$616,597
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
14,232
shares
|
$604,575
0.14% of portfolio
|
Q4 2024
New holding
|