Free Trial

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Institutional Ownership

SPDR Portfolio S&P 500 High Dividend ETF logo
$41.80 -0.24 (-0.58%)
As of 12:37 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$128.50M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$20.08M
Get SPYD Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 500 High Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPYD Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 500 High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC97,910$4.33M0.0%+3.0%0.062%
5/16/2025 Integrated Wealth Concepts LLC151,297$6.70M0.1%-4.0%0.095%
5/15/2025 Baird Financial Group Inc.45,908$2.03M0.0%-6.9%0.029%
5/15/2025 Vermillion & White Wealth Management Group LLC1,674$74K0.1%-47.2%0.001%
5/14/2025 Wealth Preservation Advisors LLC2,891$128K0.1%N/A0.002%
5/14/2025 Ameriprise Financial Inc.2,868,008$126.95M0.0%+1.1%1.807%
5/13/2025 EverSource Wealth Advisors LLC42,181$1.87M0.1%+34.1%0.027%
5/12/2025 Kohmann Bosshard Financial Services LLC18,619$824K0.1%-1.5%0.012%
5/9/2025 Tidemark LLC11,193$495K0.2%-7.9%0.007%
5/6/2025 Wedbush Securities Inc.62,554$2.77M0.1%-2.2%0.040%
5/5/2025 Lindbrook Capital LLC15,440$683K0.1%-3.0%0.010%
5/2/2025 BIP Wealth LLC136,904$6.06M0.4%-4.1%0.087%
5/2/2025 Whittier Trust Co.5,039$223K0.0%-13.7%0.003%
5/2/2025 First Command Advisory Services Inc.835,116$36.96M0.4%+7.4%0.531%
5/2/2025 SBI Securities Co. Ltd.1,527,178$67.59M2.3%+1.9%0.971%
5/2/2025 Bogart Wealth LLC15,723$696K0.0%+2.3%0.010%
4/30/2025 Financial Gravity Asset Management Inc.263,549$11.67M2.5%N/A0.168%
4/29/2025 Bank of New York Mellon Corp561,085$24.83M0.0%-3.0%0.357%
4/29/2025 Elite Financial Inc.191,884$8.49M4.5%+159.0%0.122%
4/29/2025 Wayfinding Financial LLC1,648$72K0.0%N/A0.001%
4/28/2025 Private Trust Co. NA10,075$446K0.0%+32.9%0.006%
4/25/2025 Westside Investment Management Inc.900$40K0.0%N/A0.001%
4/24/2025 Crescent Grove Advisors LLC134,279$5.94M0.6%+4.5%0.085%
4/23/2025 Western Wealth Management LLC39,022$1.73M0.1%-6.5%0.025%
4/23/2025 Golden State Wealth Management LLC575$26K0.0%+103.2%0.000%
4/22/2025 Altrius Capital Management Inc9,054$401K0.1%-6.4%0.006%
4/22/2025 Crews Bank & Trust5,990$265K0.0%+5.7%0.004%
4/22/2025 First PREMIER Bank80,692$3.57M0.9%+1.5%0.051%
4/21/2025 L.M. Kohn & Company17,681$783K0.2%+15.8%0.011%
4/21/2025 Heartwood Wealth Advisors LLC114,140$5.05M0.6%+1.0%0.073%
4/21/2025 Kingswood Wealth Advisors LLC21,346$942K0.0%-49.4%0.014%
4/17/2025 Janney Montgomery Scott LLC139,868$6.19M0.0%+7.4%0.089%
4/15/2025 Collier Financial16,178$716K0.6%N/A0.010%
4/14/2025 Farther Finance Advisors LLC35,342$1.56M0.0%-4.1%0.023%
4/14/2025 NewSquare Capital LLC7,317$324K0.0%-22.2%0.005%
4/9/2025 NBC Securities Inc.573$25K0.0%N/A0.000%
4/8/2025 Dumont & Blake Investment Advisors LLC45,040$1.99M0.6%+0.7%0.029%
4/7/2025 GAMMA Investing LLC8,852$392K0.0%+4,326.0%0.006%
4/7/2025 AdvisorNet Financial Inc755$33K0.0%+387.1%0.000%
3/6/2025 Copia Wealth Management1,125$49K0.0%N/A0.001%
Elon’s 2025 Silver Crisis (What It Means for You) (Ad)

Elon Musk is back in the spotlight—this time for fueling a global scramble for silver. Tesla's relentless production of electric vehicles and solar technology is driving demand for the precious metal to unprecedented levels. Silver—critical for EV batteries, solar panels, and advanced electronics—is now at the center of a supply crisis.

I'm offering a new 2025 Silver Wealth Guide and it is now available.
3/6/2025 Elite Financial Inc.74,081$3.20M1.7%N/A0.048%
2/18/2025 Sunbelt Securities Inc.1,922$83K0.0%+28.2%0.001%
2/18/2025 Fourth Dimension Wealth LLC1,050$45K0.0%N/A0.001%
2/17/2025 Colonial Trust Co SC1,751$75K0.0%N/A0.001%
2/17/2025 Captrust Financial Advisors60,421$2.61M0.0%-4.4%0.036%
2/17/2025 Cary Street Partners Financial LLC5,502$238K0.0%N/A0.003%
2/17/2025 BIP Wealth LLC142,703$6.17M0.4%-2.8%0.084%
2/17/2025 BNP Paribas Financial Markets213,125$9.22M0.0%+3,190.0%0.125%
2/17/2025 Ameriprise Financial Inc.2,838,146$122.73M0.0%+1.2%1.669%
2/14/2025 Integrated Wealth Concepts LLC157,605$6.82M0.1%+30.8%0.093%
2/14/2025 Coppell Advisory Solutions LLC12,525$539K0.1%+43.4%0.007%
2/14/2025 IHT Wealth Management LLC14,657$634K0.0%+22.2%0.009%
2/13/2025 Rollins Financial Advisors LLC30,598$1.32M0.2%+453.9%0.018%
2/13/2025 Waterloo Capital L.P.301,229$13.03M1.4%+9.4%0.177%
2/13/2025 Wedbush Securities Inc.63,983$2.77M0.1%-4.4%0.038%
2/13/2025 Oarsman Capital Inc.10,672$461K0.1%-7.0%0.006%
2/12/2025 JPMorgan Chase & Co.325,212$14.06M0.0%+38.9%0.191%
2/11/2025 AllSquare Wealth Management LLC6,183$267K0.2%+7.9%0.004%
2/10/2025 Tidemark LLC12,152$525K0.2%-11.6%0.007%
2/10/2025 Farther Finance Advisors LLC36,842$1.59M0.1%-7.4%0.022%
2/10/2025 EverSource Wealth Advisors LLC31,460$1.36M0.1%+8,888.6%0.018%
2/6/2025 Lindbrook Capital LLC15,915$688K0.1%+13.7%0.009%
2/6/2025 Vantage Financial Partners LLC10,790$467K0.1%-57.1%0.006%
2/6/2025 NewSquare Capital LLC9,406$407K0.0%-14.0%0.006%
2/6/2025 Synergy Investment Management LLC766$33K0.0%N/A0.000%
2/6/2025 SBI Securities Co. Ltd.1,498,175$64.78M2.0%N/A0.881%
2/6/2025 Jones Financial Companies Lllp9,368$405K0.0%+65.2%0.006%
2/5/2025 Kohmann Bosshard Financial Services LLC18,909$818K0.1%-14.1%0.011%
2/5/2025 Private Trust Co. NA7,582$328K0.0%-25.3%0.004%
2/5/2025 Altrius Capital Management Inc9,672$418K0.1%-5.8%0.006%
2/5/2025 First Command Advisory Services Inc.777,884$33.64M0.3%-10.2%0.457%
2/4/2025 Bank of New York Mellon Corp578,442$25.01M0.0%-1.1%0.340%
1/30/2025 L.M. Kohn & Company15,275$660K0.2%+1.7%0.009%
1/30/2025 Valeo Financial Advisors LLC25,081$1.09M0.0%+11.8%0.015%
1/30/2025 White Pine Capital LLC63,678$2.75M0.9%-1.9%0.037%
1/30/2025 Bogart Wealth LLC15,370$665K0.0%+12.3%0.009%
1/24/2025 GPS Wealth Strategies Group LLC5,318$230K0.0%+52.3%0.003%
1/23/2025 Dumont & Blake Investment Advisors LLC44,726$1.93M0.5%+12.9%0.026%
1/23/2025 Crews Bank & Trust5,665$245K0.0%N/A0.003%
1/22/2025 Vantage Investment Partners LLC9,495$411K0.0%+8.9%0.006%
1/22/2025 Kingswood Wealth Advisors LLC42,171$1.82M0.1%N/A0.025%
1/21/2025 Crescent Grove Advisors LLC128,468$5.56M0.6%+2.9%0.076%
1/17/2025 First PREMIER Bank79,483$3.44M0.9%+3.3%0.047%
1/17/2025 Janney Montgomery Scott LLC130,288$5.63M0.0%+5.3%0.077%
1/15/2025 Westend Capital Management LLC913$39K0.0%-21.1%0.001%
1/15/2025Householder Group Estate & Retirement Specialist LLC4,822$208K0.2%-69.5%0.003%
12/26/2024 JPMorgan Chase & Co.234,083$10.69M0.0%+15.5%0.138%
11/15/2024 Continuum Advisory LLC10,320$471K0.1%+3.2%0.006%
11/15/2024 Integrated Wealth Concepts LLC120,504$5.50M0.1%+767.8%0.071%
11/15/2024 FSA Wealth Management LLC2,001$91K0.0%N/A0.001%
AI Meltdown Imminent: Dump These Stocks Now! (Ad)

If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new invention… This could send many popular AI stocks crashing, including Nvidia. And it could happen starting as soon as June 1st.

Click here to see the details and learn how to prepare for the next AI revolution
11/14/2024 Flow Traders U.S. LLC30,606$1.40M0.1%-50.6%0.018%
11/14/2024 Captrust Financial Advisors63,233$2.89M0.0%-1.1%0.037%
11/13/2024 BNP Paribas Financial Markets6,478$296K0.0%+438.0%0.004%
11/13/2024 Brown Brothers Harriman & Co.717$33K0.0%N/A0.000%
11/8/2024 BIP Wealth LLC146,798$6.70M0.5%+0.7%0.086%
11/6/2024 Altrius Capital Management Inc10,267$469K0.1%-4.2%0.006%
10/31/2024 Mainstream Capital Management LLC6,576$300K0.3%N/A0.004%
10/30/2024 Crescent Grove Advisors LLC124,808$5.70M0.6%-7.4%0.073%
10/29/2024 Janney Montgomery Scott LLC123,724$5.65M0.0%-4.4%0.073%
10/29/2024 Farther Finance Advisors LLC39,794$1.82M0.1%+0.6%0.023%
(Data available from 1/1/2016 forward)

SPYD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYD shares?

During the previous two years, 104 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 High Dividend ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($126.95M), SBI Securities Co. Ltd. ($67.59M), First Command Bank ($65.77M), First Command Advisory Services Inc. ($36.96M), Bank of New York Mellon Corp ($24.83M), JPMorgan Chase & Co. ($14.06M), and Waterloo Capital L.P. ($13.03M).Learn more on SPYD's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 High Dividend ETF stock?

Of the 85 institutional investors that purchased SPDR Portfolio S&P 500 High Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Command Advisory Services Inc. ($1.77M), SBI Securities Co. Ltd. ($1.53M), Bank of New York Mellon Corp ($381.84K), Financial Gravity Asset Management Inc. ($263.55K), BNP Paribas Financial Markets ($211.92K), Elite Financial Inc. ($191.88K), and Integrated Wealth Concepts LLC ($143.72K).

How much institutional buying is happening at SPDR Portfolio S&P 500 High Dividend ETF?

Institutional investors have bought a total of 5,545,498 shares in the last 24 months. This purchase volume represents approximately $220.75M in transactions.

Which SPDR Portfolio S&P 500 High Dividend ETF major shareholders have been selling company stock?

Of the 51 institutional investors that sold SPDR Portfolio S&P 500 High Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($2.57M), First Command Advisory Services Inc. ($924.33K), Heartwood Wealth Advisors LLC ($597.52K), First Command Bank ($338.44K), BIP Wealth LLC ($154.36K), Eldridge Investment Advisors Inc. ($63.23K), and Rollins Financial ($38.90K).

How much institutional selling is happening at SPDR Portfolio S&P 500 High Dividend ETF?

Institutional investors have sold a total of 5,089,855 shares in the last 24 months. This volume of shares sold represents approximately $202.65M in transactions.



This page (NYSEARCA:SPYD) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners