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 503 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
5,700
shares
|
$249,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
5,665
shares
|
$247,673
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
5,620
shares
|
$245,706
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,602
shares
|
$244,919
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
5,579
shares
|
$243,913
0.14% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,502
shares
|
$240,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,488
shares
|
$239,935
0.03% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
5,488
shares
|
$239,935
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,398
shares
|
$236,000
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
5,369
shares
|
$234,732
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
5,339
shares
|
$233,421
0.1% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,303
shares
|
$231,847
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,244
shares
|
$229,267
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,214
shares
|
$227,956
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,190
shares
|
$226,906
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,135
shares
|
$224,502
0.01% of portfolio
|
Q4 2024
Reduced 70.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,084
shares
|
$222,272
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,966
shares
|
$217,113
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,943
shares
|
$216,107
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,902
shares
|
$214,315
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,889
shares
|
$213,747
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,880
shares
|
$213,353
0.11% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
4,857
shares
|
$212,348
0.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$210,817
0.16% of portfolio
|
Q4 2024
Reduced 69.54%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,792
shares
|
$209,506
0.08% of portfolio
|
Q1 2025
Added 0.38%
|