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 494 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,691
shares
|
$477,566
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
10,672
shares
|
$476,718
0.08% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,594
shares
|
$473,233
0.0% of portfolio
|
Q4 2024
Reduced 20.11%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
10,402
shares
|
$464,657
0.11% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
10,388
shares
|
$464,031
0.29% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
10,385
shares
|
$463,897
0.13% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,358
shares
|
$462,691
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
10,356
shares
|
$462,602
0.0% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
10,355
shares
|
$462,557
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
10,333
shares
|
$461,575
0.0% of portfolio
|
Q4 2024
Added 516550.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
10,197
shares
|
$455,499
0.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,045
shares
|
$448,710
0.1% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
9,940
shares
|
$444,019
0.05% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
9,899
shares
|
$442,188
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
9,859
shares
|
$440,401
0.15% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,840
shares
|
$439,552
0.19% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
9,759
shares
|
$435,934
0.06% of portfolio
|
Q3 2023
Added 26.99%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
9,697
shares
|
$433,164
0.04% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
9,672
shares
|
$432,048
0.11% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
9,620
shares
|
$429,725
0.19% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,617
shares
|
$429,591
0.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,585
shares
|
$428,161
0.04% of portfolio
|
Q4 2024
Reduced 53.75%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
9,562
shares
|
$427,134
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,522
shares
|
$425,347
0.24% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,495
shares
|
$424,141
0.04% of portfolio
|
Q4 2024
Added 8.89%
|