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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
79,483
shares
|
$3.55 Million
0.87% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
78,850
shares
|
$3.52 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
77,304
shares
|
$3.45 Million
0.4% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
76,207
shares
|
$3.4 Million
0.13% of portfolio
|
Q4 2024
Added 76.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
76,155
shares
|
$3.4 Million
0.03% of portfolio
|
Q4 2024
Added 112.33%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
75,375
shares
|
$3.37 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
74,744
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
72,000
shares
|
$3.22 Million
1.03% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
71,362
shares
|
$3.19 Million
0.07% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
68,116
shares
|
$3.04 Million
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
67,782
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Added 87.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
66,576
shares
|
$2.97 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
65,394
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
65,244
shares
|
$2.91 Million
0.1% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
65,138
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
64,810
shares
|
$2.9 Million
0.41% of portfolio
|
Q2 2023
Added 42.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
64,650
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
63,983
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
63,678
shares
|
$2.84 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
62,000
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
61,874
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
61,453
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
60,421
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
59,672
shares
|
$2.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,674
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 1.1%
|