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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
6,441
shares
|
$276,769
0.01% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,440
shares
|
$276,726
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,360
shares
|
$273,289
0.01% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
6,215
shares
|
$267,058
0.21% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
6,183
shares
|
$265,683
0.15% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,154
shares
|
$264,437
0.02% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
6,024
shares
|
$258,851
0.01% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,013
shares
|
$258,378
0.01% of portfolio
|
Q4 2025
Reduced 22.81%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,977
shares
|
$256,831
0.15% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,969
shares
|
$256,487
0.0% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,963
shares
|
$256,230
0.02% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,950
shares
|
$255,671
0.03% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,917
shares
|
$254,253
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5,888
shares
|
$253,007
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,821
shares
|
$250,128
0.03% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
5,818
shares
|
$249,999
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,799
shares
|
$249,183
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5,783
shares
|
$248,495
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
5,772
shares
|
$248,022
0.02% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
5,700
shares
|
$244,929
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,639
shares
|
$242,307
0.03% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
5,620
shares
|
$241,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,611
shares
|
$241,104
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
5,579
shares
|
$239,729
0.14% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
5,500
shares
|
$236,335
0.0% of portfolio
|
Q3 2025
New holding
|
|