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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,502
shares
|
$245,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
5,488
shares
|
$245,148
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,398
shares
|
$241,128
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
5,381
shares
|
$240,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,349
shares
|
$238,939
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
5,339
shares
|
$238,493
0.1% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,318
shares
|
$237,555
0.03% of portfolio
|
Q4 2024
Added 52.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,303
shares
|
$236,885
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,244
shares
|
$234,249
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,214
shares
|
$232,909
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,190
shares
|
$231,837
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,084
shares
|
$227,102
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,966
shares
|
$221,831
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,943
shares
|
$220,803
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,902
shares
|
$218,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,889
shares
|
$218,391
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,880
shares
|
$217,989
0.11% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
4,857
shares
|
$216,962
0.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$215,398
0.16% of portfolio
|
Q4 2024
Reduced 69.54%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,774
shares
|
$213,254
0.08% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,758
shares
|
$212,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$212,271
0.02% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,732
shares
|
$211,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,701
shares
|
$209,993
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,680
shares
|
$209,055
0.08% of portfolio
|
Q3 2024
New holding
|