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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
575
shares
|
$24,058
0.0% of portfolio
|
Q1 2025
Added 1754.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
573
shares
|
$23,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
563
shares
|
$23,555
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
550
shares
|
$23,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
539
shares
|
$22,551
0.0% of portfolio
|
Q1 2025
Added 173.6%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
490
shares
|
$20,501
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
463
shares
|
$19,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
422
shares
|
$17,656
0.01% of portfolio
|
Q1 2025
Reduced 57.72%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
401
shares
|
$16,777
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
343
shares
|
$14,351
0.01% of portfolio
|
Q1 2024
Reduced 47.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
306
shares
|
$12,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$12,552
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
288
shares
|
$12,049
0.0% of portfolio
|
Q1 2025
Reduced 49.91%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
275
shares
|
$11,506
0.0% of portfolio
|
Q1 2025
Reduced 49.73%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
271
shares
|
$11,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
270
shares
|
$11,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
264
shares
|
$11,045
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
250
shares
|
$10,460
0.01% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
250
shares
|
$10,460
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
245
shares
|
$10,250
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
240
shares
|
$10,041
0.0% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
220
shares
|
$9,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
216
shares
|
$9,037
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$8,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
200
shares
|
$8,368
0.0% of portfolio
|
Q4 2024
New holding
|