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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$11,167
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
245
shares
|
$10,944
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
220
shares
|
$9,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
216
shares
|
$9,648
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$8,978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$8,934
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
200
shares
|
$8,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
200
shares
|
$8,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
200
shares
|
$8,934
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
197
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
195
shares
|
$8,710
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
195
shares
|
$8,710
0.0% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
181
shares
|
$8,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
155
shares
|
$6,923
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
120
shares
|
$5,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
115
shares
|
$5,137
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,467
0.0% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
53
shares
|
$2,367
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
50
shares
|
$2,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
42
shares
|
$1,876
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
40
shares
|
$1,786
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
36
shares
|
$1,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
32
shares
|
$1,429
0.0% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$1,384
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
30
shares
|
$1,340
0.0% of portfolio
|
Q4 2024
New holding
|