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 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$383,254
0.07% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,108
shares
|
$381,078
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,097
shares
|
$380,618
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
9,054
shares
|
$378,819
0.1% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,037
shares
|
$378,108
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,035
shares
|
$378,024
0.01% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
8,906
shares
|
$372,627
0.29% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,865
shares
|
$370,911
0.0% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
8,852
shares
|
$370,367
0.0% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
8,800
shares
|
$368,192
0.05% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,777
shares
|
$367,229
0.0% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,768
shares
|
$366,853
0.13% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,685
shares
|
$363,380
0.01% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,683
shares
|
$363,296
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,608
shares
|
$360,158
0.03% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,601
shares
|
$359,865
0.01% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,559
shares
|
$358,108
0.52% of portfolio
|
Q4 2022
Reduced 21.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
8,434
shares
|
$352,878
0.03% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,404
shares
|
$351,623
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,377
shares
|
$350,493
0.11% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,200
shares
|
$343,088
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,200
shares
|
$343,088
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,184
shares
|
$342,418
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
8,130
shares
|
$340,159
0.36% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,129
shares
|
$340,117
0.04% of portfolio
|
Q4 2023
Reduced 8.27%
|