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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,582
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
56,724
shares
|
$2.44 Million
1.95% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
55,523
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
54,301
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
53,130
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
49,517
shares
|
$2.13 Million
1.46% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
49,276
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
48,711
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
48,500
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
48,429
shares
|
$2.08 Million
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
48,207
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
48,166
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
48,150
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
48,116
shares
|
$2.07 Million
1.62% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
47,949
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
47,928
shares
|
$2.06 Million
0.55% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
47,173
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
46,002
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
45,705
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
44,496
shares
|
$1.91 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
44,194
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,824
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
43,513
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
42,996
shares
|
$1.85 Million
0.74% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
42,377
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 7.72%
|
|