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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
23,039
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
22,671
shares
|
$991,176
0.37% of portfolio
|
Q4 2024
Added 218.5%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
22,473
shares
|
$982,519
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
22,452
shares
|
$981,601
0.24% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
22,093
shares
|
$965,905
0.1% of portfolio
|
Q4 2024
Added 20.32%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,709
shares
|
$949,117
0.02% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
21,671
shares
|
$947,456
0.0% of portfolio
|
Q4 2024
Reduced 76.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
21,020
shares
|
$918,994
0.28% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
20,763
shares
|
$907,758
0.03% of portfolio
|
Q1 2025
Added 1836.85%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
20,283
shares
|
$886,772
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
20,031
shares
|
$875,755
0.2% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
19,997
shares
|
$874,268
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$863,907
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
19,562
shares
|
$855,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$847,949
0.02% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$838,724
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
19,007
shares
|
$830,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$830,942
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
18,909
shares
|
$826,701
0.1% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
18,597
shares
|
$813,060
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
18,538
shares
|
$810,481
0.14% of portfolio
|
Q4 2024
Added 62.49%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
18,426
shares
|
$805,584
0.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,080
shares
|
$790,457
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
17,997
shares
|
$786,828
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
17,677
shares
|
$772,838
0.02% of portfolio
|
Q4 2023
Reduced 11.28%
|