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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$856,565
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$848,617
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
18,760
shares
|
$837,634
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
18,619
shares
|
$831,338
0.09% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
18,340
shares
|
$818,881
0.29% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,950
shares
|
$801,467
0.18% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
17,710
shares
|
$790,751
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
17,677
shares
|
$789,278
0.01% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,590
shares
|
$785,393
0.02% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,346
shares
|
$774,498
0.06% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
17,283
shares
|
$771,685
0.02% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
16,960
shares
|
$757,264
0.45% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
16,790
shares
|
$749,673
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,329
shares
|
$729,089
0.01% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
16,196
shares
|
$723,151
0.03% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
16,178
shares
|
$722,347
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
16,097
shares
|
$718,731
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
16,082
shares
|
$718,061
0.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
16,027
shares
|
$715,605
0.13% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,590
shares
|
$696,093
0.25% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$694,262
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,440
shares
|
$689,396
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
15,144
shares
|
$676,179
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,000
shares
|
$669,750
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
14,804
shares
|
$660,998
0.15% of portfolio
|
Q2 2025
Reduced 11.81%
|