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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
8,130
shares
|
$363,167
0.39% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,129
shares
|
$363,122
0.04% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,052
shares
|
$359,682
0.01% of portfolio
|
Q4 2024
Added 79.17%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
7,863
shares
|
$351,240
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
7,857
shares
|
$350,972
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
7,617
shares
|
$340,251
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,582
shares
|
$338,687
0.03% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,495
shares
|
$334,801
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,490
shares
|
$334,578
0.05% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,480
shares
|
$334,131
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
7,475
shares
|
$333,908
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,450
shares
|
$332,791
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
7,353
shares
|
$328,458
0.22% of portfolio
|
Q4 2024
Reduced 19.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,218
shares
|
$322,428
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,217
shares
|
$322,383
0.02% of portfolio
|
Q4 2024
Added 442.22%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
7,171
shares
|
$320,328
0.03% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,169
shares
|
$320,239
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,152
shares
|
$319,479
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
7,137
shares
|
$318,809
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,090
shares
|
$316,710
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,086
shares
|
$316,531
0.02% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,936
shares
|
$309,831
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
6,859
shares
|
$306,391
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
6,829
shares
|
$305,051
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,807
shares
|
$304,068
0.0% of portfolio
|
Q1 2024
Added 2.44%
|