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 519 institutions that hold shares in the stock, with a total of 59.5 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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$833,403
0.02% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$824,336
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,145
shares
|
$822,660
0.04% of portfolio
|
Q2 2024
Added 331.05%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
19,113
shares
|
$821,285
0.21% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$816,687
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
18,808
shares
|
$808,179
0.99% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
18,719
shares
|
$804,355
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,619
shares
|
$800,058
0.09% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
18,492
shares
|
$794,601
0.01% of portfolio
|
Q3 2025
Added 90.9%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
18,113
shares
|
$778,315
0.03% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
17,760
shares
|
$763,147
0.08% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
17,677
shares
|
$759,580
0.01% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,590
shares
|
$755,842
0.02% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
17,431
shares
|
$749,010
0.04% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
17,195
shares
|
$738,869
0.25% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
17,171
shares
|
$737,837
0.01% of portfolio
|
Q3 2025
Added 55.76%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
16,694
shares
|
$717,341
0.36% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
16,151
shares
|
$694,008
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
16,097
shares
|
$691,688
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,082
shares
|
$691,043
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
16,000
shares
|
$687,520
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
15,942
shares
|
$685,027
0.01% of portfolio
|
Q3 2025
Reduced 57.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,900
shares
|
$683,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,590
shares
|
$669,902
0.25% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$668,140
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|