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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,125
shares
|
$48,566
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,076
shares
|
$46,450
0.03% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,050
shares
|
$45,328
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,032
shares
|
$44,551
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
984
shares
|
$42,479
0.02% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
971
shares
|
$41,918
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$41,227
0.01% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
939
shares
|
$40,536
0.02% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
931
shares
|
$40,191
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
900
shares
|
$38,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
880
shares
|
$37,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
830
shares
|
$35,831
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
823
shares
|
$35,528
0.0% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
800
shares
|
$34,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
773
shares
|
$33,370
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
760
shares
|
$32,809
0.02% of portfolio
|
Q1 2025
Reduced 62.8%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
755
shares
|
$32,593
0.0% of portfolio
|
Q1 2025
Added 387.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
717
shares
|
$30,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
717
shares
|
$30,952
0.0% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
689
shares
|
$29,744
0.0% of portfolio
|
Q2 2025
Reduced 96.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
683
shares
|
$29,485
0.0% of portfolio
|
Q3 2022
Reduced 60.84%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
649
shares
|
$28,017
0.01% of portfolio
|
Q1 2024
Reduced 58.98%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
633
shares
|
$27,326
0.0% of portfolio
|
Q1 2025
Reduced 92.9%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
603
shares
|
$26,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
601
shares
|
$25,945
0.0% of portfolio
|
Q1 2025
Reduced 10.3%
|