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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,637
shares
|
$199,251
0.01% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
4,634
shares
|
$199,122
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,605
shares
|
$197,876
0.0% of portfolio
|
Q3 2025
Reduced 60.31%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,600
shares
|
$197,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,600
shares
|
$197,662
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
4,591
shares
|
$197,275
0.05% of portfolio
|
Q3 2025
Added 122.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,581
shares
|
$196,845
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
4,558
shares
|
$195,857
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,074
shares
|
$175,059
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
4,072
shares
|
$174,973
0.24% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,919
shares
|
$168,399
0.0% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
3,460
shares
|
$148,676
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,427
shares
|
$147,258
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,243
shares
|
$139,351
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,207
shares
|
$137,804
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,143
shares
|
$135,054
0.0% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
2,948
shares
|
$126,675
0.09% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,947
shares
|
$126,632
0.02% of portfolio
|
Q3 2025
Added 20.53%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,639
shares
|
$113,397
0.05% of portfolio
|
Q1 2025
Reduced 50.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,532
shares
|
$108,800
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,509
shares
|
$107,811
0.01% of portfolio
|
Q4 2025
Added 46.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,345
shares
|
$100,764
0.01% of portfolio
|
Q4 2023
Reduced 29.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2,314
shares
|
$99,432
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,303
shares
|
$98,959
0.01% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,288
shares
|
$98,315
0.0% of portfolio
|
Q1 2025
Reduced 66.39%
|
|