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 |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$42,970
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
955
shares
|
$41,036
0.01% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
931
shares
|
$40,005
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
880
shares
|
$37,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
868
shares
|
$37,297
0.01% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
863
shares
|
$37,083
0.0% of portfolio
|
Q3 2025
Added 342.56%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
821
shares
|
$35,278
0.01% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
800
shares
|
$34,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
717
shares
|
$30,809
0.0% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
717
shares
|
$30,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
711
shares
|
$30,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
683
shares
|
$29,348
0.0% of portfolio
|
Q3 2022
Reduced 60.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
650
shares
|
$27,930
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
649
shares
|
$27,887
0.01% of portfolio
|
Q1 2024
Reduced 58.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
586
shares
|
$25,180
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
576
shares
|
$24,750
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
563
shares
|
$24,192
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
544
shares
|
$23,375
0.0% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
536
shares
|
$23,031
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
529
shares
|
$22,731
0.0% of portfolio
|
Q3 2025
Added 51.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
500
shares
|
$21,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
499
shares
|
$21,442
0.0% of portfolio
|
Q4 2025
Reduced 60.02%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
450
shares
|
$19,336
0.0% of portfolio
|
Q3 2025
Added 8900.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
401
shares
|
$17,230
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
387
shares
|
$16,629
0.0% of portfolio
|
Q4 2025
Reduced 38.86%
|
|