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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
290,041
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
268,089
shares
|
$12 Million
0.21% of portfolio
|
Q4 2024
Reduced 89.86%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
265,415
shares
|
$11.9 Million
2.66% of portfolio
|
Q2 2024
Added 10.76%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
263,583
shares
|
$11.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
254,504
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Added 129.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
240,917
shares
|
$10.8 Million
2.38% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
219,373
shares
|
$9.8 Million
3.01% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
217,913
shares
|
$9.73 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
204,123
shares
|
$9.12 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
199,139
shares
|
$8.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
194,322
shares
|
$8.68 Million
2.68% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
190,607
shares
|
$8.51 Million
3.8% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
183,971
shares
|
$8.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
176,639
shares
|
$7.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
173,692
shares
|
$7.76 Million
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
172,743
shares
|
$7.72 Million
0.48% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
157,605
shares
|
$7.04 Million
0.08% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
153,688
shares
|
$6.87 Million
0.03% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,555
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
151,263
shares
|
$6.76 Million
3.14% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
147,601
shares
|
$6.59 Million
0.24% of portfolio
|
Q3 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
143,095
shares
|
$6.39 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
142,703
shares
|
$6.37 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.79%
|