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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
31,700
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,701
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 50.79%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
30,395
shares
|
$1.31 Million
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
29,846
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
29,258
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
29,226
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
28,692
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
28,567
shares
|
$1.23 Million
0.78% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
28,193
shares
|
$1.21 Million
0.68% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
28,111
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
27,591
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,553
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
27,551
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
26,874
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
26,418
shares
|
$1.14 Million
0.77% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.13 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
26,000
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
25,759
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
25,468
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,168
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,062
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
24,954
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,358
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|