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 523 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
11,794
shares
|
$506,788
0.17% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
11,725
shares
|
$503,823
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
11,674
shares
|
$501,631
0.04% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,630
shares
|
$499,741
0.01% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
11,583
shares
|
$497,721
0.26% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
11,230
shares
|
$482,553
0.07% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
11,194
shares
|
$481,006
0.06% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
11,182
shares
|
$480,490
0.07% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
11,168
shares
|
$479,888
0.02% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,054
shares
|
$474,990
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
10,972
shares
|
$471,466
0.1% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,910
shares
|
$468,802
0.01% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
10,885
shares
|
$467,728
0.1% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,866
shares
|
$466,912
0.01% of portfolio
|
Q3 2025
Added 1477.07%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,677
shares
|
$458,790
0.27% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,672
shares
|
$458,575
0.0% of portfolio
|
Q3 2025
Added 97.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,665
shares
|
$458,275
0.0% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,553
shares
|
$453,462
0.02% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
10,501
shares
|
$451,227
0.26% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
10,500
shares
|
$451,185
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
10,376
shares
|
$445,856
0.25% of portfolio
|
Q4 2025
Reduced 12.88%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,330
shares
|
$443,880
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,318
shares
|
$443,364
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
10,299
shares
|
$442,548
0.08% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,267
shares
|
$441,172
0.03% of portfolio
|
Q3 2025
Reduced 7.25%
|
|