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 |
|---|---|---|---|---|---|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
5,579
shares
|
$240,845
0.14% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,570
shares
|
$240,456
0.0% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,502
shares
|
$237,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,488
shares
|
$236,916
0.03% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,453
shares
|
$235,406
0.01% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
5,437
shares
|
$234,715
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
5,398
shares
|
$233,031
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,316
shares
|
$229,491
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
5,249
shares
|
$226,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
5,214
shares
|
$225,088
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,135
shares
|
$221,677
0.01% of portfolio
|
Q4 2024
Reduced 70.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,084
shares
|
$219,476
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,065
shares
|
$218,656
0.0% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
5,039
shares
|
$217,533
0.0% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,034
shares
|
$217,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
5,000
shares
|
$215,850
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,968
shares
|
$214,468
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,966
shares
|
$214,382
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,902
shares
|
$211,619
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
4,871
shares
|
$210,281
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
4,852
shares
|
$209,460
0.01% of portfolio
|
Q1 2025
Reduced 93.51%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$208,165
0.16% of portfolio
|
Q4 2024
Reduced 69.54%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,797
shares
|
$207,086
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,792
shares
|
$206,870
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,758
shares
|
$205,402
0.0% of portfolio
|
Q4 2024
New holding
|