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 518 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$10,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
250
shares
|
$10,742
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
245
shares
|
$10,527
0.01% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
216
shares
|
$9,281
0.0% of portfolio
|
Q3 2025
Reduced 61.57%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
216
shares
|
$9,281
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
215
shares
|
$9,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
206
shares
|
$8,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$8,636
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
200
shares
|
$8,594
0.0% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
200
shares
|
$8,594
0.0% of portfolio
|
Q2 2025
Reduced 92.59%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$8,594
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
200
shares
|
$8,594
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
195
shares
|
$8,379
0.0% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
195
shares
|
$8,379
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
188
shares
|
$8,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
181
shares
|
$7,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
119
shares
|
$5,113
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
110
shares
|
$4,726
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
105
shares
|
$4,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$2,363
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
43
shares
|
$1,847
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
37
shares
|
$1,589
0.0% of portfolio
|
Q1 2025
Added 208.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
32
shares
|
$1,375
0.0% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$859
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
19
shares
|
$816
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|