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 500 institutions that hold shares in the stock, with a total of 51.6 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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
28,814
shares
|
$1.26 Million
0.94% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
28,639
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 121.48%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
28,590
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
28,368
shares
|
$1.24 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
27,085
shares
|
$1.18 Million
1.89% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
27,061
shares
|
$1.18 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.15 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
26,240
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
25,896
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
25,715
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
25,562
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
25,388
shares
|
$1.11 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,081
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.09 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
24,916
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
24,757
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
24,500
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
24,353
shares
|
$1.06 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
24,347
shares
|
$1.06 Million
0.41% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24,263
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
23,607
shares
|
$1.03 Million
0.43% of portfolio
|
Q4 2024
Added 85.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
23,491
shares
|
$1.03 Million
0.73% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
23,284
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 0.73%
|