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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,679
shares
|
$209,010
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,667
shares
|
$208,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,636
shares
|
$207,090
0.09% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,074
shares
|
$181,985
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4,035
shares
|
$180,243
0.12% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
4,032
shares
|
$180,109
0.23% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
3,950
shares
|
$176,446
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,928
shares
|
$175,463
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,460
shares
|
$154,558
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,333
shares
|
$148,885
0.0% of portfolio
|
Q4 2024
Added 333200.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,243
shares
|
$144,864
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,207
shares
|
$143,256
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,171
shares
|
$141,648
0.1% of portfolio
|
Q1 2024
Reduced 24.88%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,969
shares
|
$132,625
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,946
shares
|
$131,597
0.0% of portfolio
|
Q4 2024
Reduced 37.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,740
shares
|
$122,395
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,700
shares
|
$120,609
0.01% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,600
shares
|
$116,142
0.03% of portfolio
|
Q2 2023
Reduced 74.75%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,575
shares
|
$115,025
0.02% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,345
shares
|
$104,751
0.01% of portfolio
|
Q4 2023
Reduced 29.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2,314
shares
|
$103,366
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,255
shares
|
$100,730
0.0% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,206
shares
|
$98,542
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
2,043
shares
|
$91,260
0.06% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$90,501
0.04% of portfolio
|
Q4 2024
Added 1.25%
|