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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$89,340
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,948
shares
|
$87,017
0.0% of portfolio
|
Q4 2024
Reduced 97.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,922
shares
|
$85,855
0.01% of portfolio
|
Q4 2024
Added 28.22%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,877
shares
|
$83,845
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,766
shares
|
$78,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,751
shares
|
$78,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,709
shares
|
$76,341
0.01% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,586
shares
|
$70,846
0.05% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$67,005
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,480
shares
|
$66,111
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,435
shares
|
$64,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,389
shares
|
$62,046
0.0% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,337
shares
|
$59,723
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,316
shares
|
$58,785
0.0% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,187
shares
|
$53,023
0.02% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,160
shares
|
$51,817
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,076
shares
|
$48,064
0.03% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,072
shares
|
$47,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,065
shares
|
$47,573
0.02% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,050
shares
|
$46,903
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,035
shares
|
$46,233
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,022
shares
|
$45,652
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
998
shares
|
$44,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
961
shares
|
$42,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$42,659
0.01% of portfolio
|
Q4 2022
Added 1.27%
|