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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,785
shares
|
$303,085
0.02% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
6,747
shares
|
$301,388
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,630
shares
|
$296,162
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
6,535
shares
|
$291,918
0.2% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
6,448
shares
|
$288,032
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
6,362
shares
|
$284,190
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,362
shares
|
$284,190
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
6,215
shares
|
$277,624
0.22% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,183
shares
|
$276,194
0.16% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
6,164
shares
|
$275,345
0.11% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,969
shares
|
$266,635
0.0% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,963
shares
|
$266,367
0.02% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,957
shares
|
$266,099
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,917
shares
|
$264,312
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
5,842
shares
|
$260,962
0.0% of portfolio
|
Q3 2024
Added 217.16%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,779
shares
|
$258,147
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,772
shares
|
$257,835
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,772
shares
|
$257,835
0.02% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
5,753
shares
|
$256,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,730
shares
|
$255,959
0.0% of portfolio
|
Q4 2024
Reduced 80.03%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
5,700
shares
|
$254,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
5,665
shares
|
$253,055
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
5,620
shares
|
$251,045
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,602
shares
|
$250,241
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
5,579
shares
|
$249,213
0.14% of portfolio
|
Q2 2024
Added 2.74%
|