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 |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.22 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,161
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
27,479
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
27,406
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
27,061
shares
|
$1.17 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,793
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
26,688
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.14 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
26,157
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
26,112
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
25,822
shares
|
$1.11 Million
0.44% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
25,746
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
25,318
shares
|
$1.09 Million
1.55% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,987
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.08 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
24,611
shares
|
$1.06 Million
0.84% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,263
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
24,152
shares
|
$1.04 Million
0.27% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
23,922
shares
|
$1.03 Million
0.62% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
23,356
shares
|
$1.01 Million
0.37% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
23,284
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,009
shares
|
$993,298
0.02% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
22,387
shares
|
$966,446
0.0% of portfolio
|
Q1 2025
Added 255.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,279
shares
|
$961,784
0.08% of portfolio
|
Q1 2025
Reduced 22.21%
|