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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
4,756
shares
|
$205,316
0.1% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,720
shares
|
$203,762
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,719
shares
|
$203,719
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,682
shares
|
$202,121
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,680
shares
|
$202,035
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,640
shares
|
$200,308
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,600
shares
|
$198,582
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,595
shares
|
$198,366
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
4,558
shares
|
$196,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
4,543
shares
|
$196,121
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,133
shares
|
$178,421
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,074
shares
|
$175,874
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
4,032
shares
|
$174,061
0.24% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
3,904
shares
|
$168,535
0.01% of portfolio
|
Q1 2025
Added 121.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,606
shares
|
$155,671
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
3,460
shares
|
$149,368
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,243
shares
|
$140,000
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,207
shares
|
$138,446
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,969
shares
|
$128,171
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,948
shares
|
$127,265
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,891
shares
|
$124,804
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,670
shares
|
$115,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,639
shares
|
$113,925
0.06% of portfolio
|
Q1 2025
Reduced 50.57%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,600
shares
|
$112,242
0.04% of portfolio
|
Q2 2023
Reduced 74.75%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
2,575
shares
|
$111,162
0.02% of portfolio
|
Q4 2024
Added 7.56%
|