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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
21,943
shares
|
$947,279
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
21,738
shares
|
$938,429
0.25% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
21,693
shares
|
$936,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,346
shares
|
$921,506
0.04% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
20,704
shares
|
$893,791
0.1% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
20,450
shares
|
$882,826
0.08% of portfolio
|
Q1 2025
Added 113.35%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,436
shares
|
$882,222
0.25% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,360
shares
|
$878,941
0.04% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
20,283
shares
|
$875,617
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,205
shares
|
$872,249
0.08% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
20,031
shares
|
$864,738
0.2% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
19,997
shares
|
$863,270
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
19,795
shares
|
$854,550
0.31% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$853,039
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$837,282
0.02% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$828,173
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$820,489
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
18,619
shares
|
$803,782
0.1% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
18,423
shares
|
$795,320
0.02% of portfolio
|
Q1 2025
Added 47.74%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
18,340
shares
|
$791,737
0.29% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
18,156
shares
|
$783,794
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,950
shares
|
$774,901
0.18% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
17,713
shares
|
$764,670
0.05% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
17,681
shares
|
$763,288
0.21% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
17,677
shares
|
$763,116
0.03% of portfolio
|
Q4 2023
Reduced 11.28%
|