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 516 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 $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,011
shares
|
$345,834
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
8,002
shares
|
$345,446
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,990
shares
|
$344,928
0.0% of portfolio
|
Q1 2025
Added 139.72%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
7,911
shares
|
$341,517
0.01% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,909
shares
|
$341,431
0.2% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
7,863
shares
|
$339,445
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,826
shares
|
$337,848
0.14% of portfolio
|
Q1 2025
Added 4346.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,480
shares
|
$322,911
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
7,475
shares
|
$322,695
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,450
shares
|
$321,616
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,388
shares
|
$318,939
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,366
shares
|
$317,990
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
7,317
shares
|
$315,874
0.03% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
7,317
shares
|
$315,874
0.0% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
7,280
shares
|
$314,277
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
7,278
shares
|
$314,191
0.26% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,218
shares
|
$311,601
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,169
shares
|
$309,485
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
7,137
shares
|
$308,104
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
7,129
shares
|
$307,758
0.11% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,120
shares
|
$307,370
0.04% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,086
shares
|
$305,902
0.02% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,055
shares
|
$304,564
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,029
shares
|
$303,441
0.01% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,859
shares
|
$296,103
0.78% of portfolio
|
Q4 2024
New holding
|