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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$825,679
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
19,113
shares
|
$822,623
0.21% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$818,018
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
18,719
shares
|
$805,665
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
18,619
shares
|
$801,361
0.09% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
18,492
shares
|
$795,895
0.01% of portfolio
|
Q3 2025
Added 90.9%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
17,677
shares
|
$760,818
0.01% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,590
shares
|
$757,073
0.02% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
17,431
shares
|
$750,230
0.04% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
17,283
shares
|
$743,860
0.02% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
17,195
shares
|
$740,072
0.25% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
16,694
shares
|
$718,509
0.36% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,329
shares
|
$702,800
0.01% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
16,178
shares
|
$696,301
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
16,097
shares
|
$692,814
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,082
shares
|
$692,169
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
15,942
shares
|
$686,143
0.01% of portfolio
|
Q3 2025
Reduced 57.01%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,590
shares
|
$670,993
0.25% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$669,228
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
15,491
shares
|
$666,732
0.12% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,440
shares
|
$664,537
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,000
shares
|
$645,600
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
14,808
shares
|
$637,336
0.14% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
14,612
shares
|
$628,900
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
14,448
shares
|
$621,841
0.14% of portfolio
|
Q3 2025
Reduced 2.4%
|