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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
38,725
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
38,454
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
36,865
shares
|
$1.59 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
36,675
shares
|
$1.58 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
35,244
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
34,774
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
34,614
shares
|
$1.49 Million
0.29% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
34,604
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 398.9%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
34,122
shares
|
$1.47 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,960
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
33,902
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
33,888
shares
|
$1.46 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
33,723
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,582
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
32,578
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
31,451
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,847
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
30,395
shares
|
$1.31 Million
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
30,288
shares
|
$1.31 Million
0.35% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
29,379
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
29,350
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
29,119
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,008
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
28,814
shares
|
$1.24 Million
0.94% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
28,304
shares
|
$1.22 Million
0.94% of portfolio
|
Q1 2025
New holding
|