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

SPDR Portfolio S&P 500 High Dividend ETF logo
$42.60 -0.78 (-1.80%)
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$42.40 -0.20 (-0.47%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$237.76M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$29.72M
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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
10/10/2025Selective Wealth Management Inc.17,195$754K0.2%-6.2%0.010%
10/10/2025Castleview Partners LLC49,331$2.17M1.2%+1.3%0.030%
10/9/2025 CGN Advisors LLC108,232$4.76M0.4%+7.6%0.065%
10/9/2025 AdvisorNet Financial Inc985$43K0.0%+77.5%0.001%
10/9/2025 Astoria Portfolio Advisors LLC.36,628$1.60M0.4%+11.5%0.022%
10/9/2025 U.S. Capital Wealth Advisors LLC140,610$6.19M0.2%+1.3%0.084%
10/9/2025 Dynamic Advisor Solutions LLC5,017$221K0.0%-8.0%0.003%
10/9/2025 MFG Wealth Management Inc.47,699$2.10M1.6%+626.6%0.029%
10/8/2025 RDA Financial Network19,113$841K0.2%-12.1%0.011%
10/8/2025 Ignite Planners LLC15,491$682K0.1%-3.3%0.009%
10/8/2025 Balefire LLC14,808$652K0.1%-17.5%0.009%
10/8/2025 Keystone Financial Planning Inc.193,264$8.50M2.5%-1.9%0.116%
10/6/2025 Heartwood Wealth Advisors LLC124,053$5.46M0.5%+6.0%0.074%
9/26/2025Corient Private Wealth LLC98,995$4.20M0.0%+1.5%0.056%
8/27/2025Orion Porfolio Solutions LLC5,021$213K0.0%+6.4%0.003%
8/19/2025B. Riley Wealth Advisors Inc.7,244$307K0.0%N/A0.004%
8/19/2025Advisory Services Network LLC11,359$486K0.0%+61.6%0.006%
8/15/2025Tower Research Capital LLC TRC 46,183$1.96M0.1%+35,154.2%0.026%
8/15/2025Corient Private Wealth LLC197,990$8.40M0.0%+103.0%0.112%
8/15/2025Captrust Financial Advisors74,025$3.14M0.0%+25.5%0.042%
8/15/2025Manhattan West Asset Management LLC5,293$225K0.1%-8.7%0.003%
8/15/2025Orion Porfolio Solutions LLC5,021$213K0.0%+6.4%0.003%
8/15/2025MML Investors Services LLC81,798$3.47M0.0%-2.9%0.046%
8/15/2025Modern Wealth Management LLC7,055$299K0.0%-4.2%0.004%
8/15/2025IHT Wealth Management LLC8,510$361K0.0%-25.8%0.005%
8/15/2025Great Valley Advisor Group Inc.36,690$1.56M0.0%-5.3%0.021%
8/15/2025EP Wealth Advisors LLC57,582$2.44M0.0%-15.6%0.032%
8/15/2025BNP Paribas Financial Markets237,820$10.09M0.0%+25.2%0.134%
8/15/2025Bank of America Corp DE3,122,557$132.52M0.0%+0.3%1.761%
8/15/2025Ameriprise Financial Inc.3,764,341$159.72M0.0%+31.3%2.123%
8/14/2025MGB Wealth Management LLC22,513$955K0.3%-3.6%0.013%
8/14/2025Raymond James Financial Inc.554,807$23.55M0.0%+20.8%0.313%
8/14/2025Diversify Wealth Management LLC5,096$221K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.407,883$17.31M0.0%+2.2%0.230%
8/14/2025HUB Investment Partners LLC5,622$239K0.0%+11.7%0.003%
8/14/2025Main Street Financial Solutions LLC20,996$891K0.1%+2.7%0.012%
8/14/2025NewEdge Advisors LLC100,812$4.28M0.0%+3.0%0.057%
8/14/2025Daiwa Securities Group Inc.194,578$8.26M0.0%+208.0%0.110%
8/13/2025StoneX Group Inc.207,028$8.79M0.4%+11.7%0.117%
8/13/2025Gateway Wealth Partners LLC70,058$2.97M0.6%+4.9%0.040%
8/13/2025Brown Advisory Inc.10,955$465K0.0%+23.6%0.006%
8/13/2025Baird Financial Group Inc.49,563$2.10M0.0%+8.0%0.028%
8/13/2025Crescent Grove Advisors LLC139,789$5.93M0.6%+4.1%0.079%
8/13/2025Sonoma Private Wealth LLC24,488$1.04M1.3%-3.3%0.014%
8/13/2025Raab & Moskowitz Asset Management LLC20,320$862K0.2%-15.9%0.011%
8/13/2025EverSource Wealth Advisors LLC37,736$1.60M0.1%-10.5%0.021%
8/13/2025Plan Group Financial LLC8,100$344K0.1%-23.6%0.005%
8/13/2025Lido Advisors LLC77,333$3.28M0.0%-1.7%0.044%
8/13/2025Tobias Financial Advisors Inc.35,617$1.51M0.3%-3.4%0.020%
8/13/2025Northwestern Mutual Wealth Management Co.126,495$5.37M0.0%+7.3%0.071%
8/13/2025Choreo LLC7,418$315K0.0%-32.1%0.004%
8/12/2025J.W. Cole Advisors Inc.12,336$524K0.0%-2.7%0.007%
8/12/2025Quadcap Wealth Management LLC32,800$1.39M0.2%-3.2%0.018%
8/12/2025CreativeOne Wealth LLC12,926$549K0.0%-16.0%0.007%
8/12/2025Ameritas Investment Partners Inc.4,618$196K0.0%-19.4%0.003%
8/12/2025Global Retirement Partners LLC10,632$451K0.0%N/A0.006%
8/12/2025Jefferies Financial Group Inc.120,970$5.13M0.0%+12.9%0.068%
8/12/2025Waterloo Capital L.P.214,256$9.09M0.7%-8.1%0.121%
8/12/2025Cowa LLC193,365$8.21M3.1%-1.1%0.109%
8/12/2025White Pine Capital LLC60,699$2.58M0.8%-4.2%0.034%
8/12/2025JPMorgan Chase & Co.220,187$9.35M0.0%-29.7%0.124%
8/12/2025Bank Julius Baer & Co. Ltd Zurich19,740$838K0.0%-10.0%0.011%
8/11/2025FSC Wealth Advisors LLC12,580$534K0.3%-2.4%0.007%
8/11/2025Perennial Investment Advisors LLC5,589$237K0.0%N/A0.003%
8/11/2025Western Wealth Management LLC43,236$1.84M0.1%+10.8%0.027%
8/8/2025Financial Gravity Companies Inc.282,168$11.98M1.8%N/A0.176%
8/8/2025Rockefeller Capital Management L.P.76,794$3.26M0.0%+27.0%0.048%
8/8/2025Kingsview Wealth Management LLC31,466$1.34M0.0%+2.0%0.020%
8/8/2025Avantax Advisory Services Inc.82,011$3.48M0.0%+0.8%0.051%
8/8/2025MJP Associates Inc. ADV4,812$204K0.0%N/A0.003%
8/8/2025Cetera Investment Advisers188,969$8.02M0.0%-0.9%0.118%
8/8/2025Creative Planning84,882$3.60M0.0%+11.1%0.053%
8/8/2025Meridian Wealth Management LLC31,429$1.33M0.1%+7.1%0.020%
8/8/2025Phoenix Wealth Advisors34,141$1.45M0.6%N/A0.021%
8/8/2025Intrua Financial LLC9,018$383K0.1%+12.6%0.006%
8/8/2025Austin Wealth Management LLC23,990$1.03M0.2%-12.7%0.015%
8/8/2025SBI Securities Co. Ltd.1,534,839$65.14M1.9%+0.5%0.956%
8/7/2025Summit X LLC5,251$223K0.0%-16.3%0.003%
8/7/2025PFG Advisors17,283$733K0.0%+73.9%0.011%
8/7/2025Rollins Financial Advisors LLC39,455$1.67M0.3%-11.4%0.025%
8/6/2025ZEGA Investments LLC33,605$1.43M0.2%+25.9%0.021%
8/6/2025Prospera Financial Services Inc53,127$2.26M0.0%+188.4%0.033%
8/6/2025Decker Retirement Planning Inc.29,994$1.27M0.7%+11,897.6%0.019%
8/6/2025AE Wealth Management LLC99,045$4.20M0.0%+8.3%0.062%
8/6/2025Wedbush Securities Inc.54,026$2.29M0.1%-13.6%0.034%
8/6/2025Chancellor Financial Group WB LP7,609$323K0.2%-4.9%0.005%
8/6/2025Vestmark Advisory Solutions Inc.455,944$19.35M0.3%+43.0%0.284%
8/6/2025Sage Advisory Services Ltd.Co.10,413$442K0.2%+5.2%0.006%
8/6/2025Atlas Legacy Advisors LLC14,500$615K0.1%N/A0.009%
8/6/2025Texas Yale Capital Corp.47,193$2.00M0.1%+8.5%0.029%
8/6/2025Mascagni Wealth Management Inc.5,143$218K0.2%+11.9%0.003%
8/6/2025Entrewealth LLC11,448$486K0.3%-31.0%0.007%
8/6/2025Cloud Capital Management LLC5,783$247K0.2%N/A0.004%
8/5/2025Optivise Advisory Services LLC7,220$306K0.2%-8.7%0.004%
8/5/2025Peregrine Asset Advisers Inc.11,276$479K0.1%N/A0.007%
8/5/2025Bank of New York Mellon Corp557,879$23.68M0.0%-0.6%0.347%
8/5/2025Access Investment Management LLC1,000$42K0.0%N/A0.001%
8/5/2025Westside Investment Management Inc.1,950$83K0.0%+116.7%0.001%
8/5/2025Bank of Montreal Can28,580$1.21M0.0%+4.3%0.018%
8/5/2025Mission Wealth Management LP65,951$2.80M0.1%-3.4%0.041%
(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, 252 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. ($159.72M), Bank of America Corp DE ($132.52M), SBI Securities Co. Ltd. ($65.14M), First Command Advisory Services Inc. ($36.95M), Envestnet Asset Management Inc. ($28.48M), Bank of New York Mellon Corp ($23.68M), and Raymond James Financial Inc. ($23.55M).Learn more on SPDR Portfolio S&P 500 High Dividend ETF's institutional investors.

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

Of the 177 institutional investors that purchased SPDR Portfolio S&P 500 High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Command Advisory Services Inc. ($1.80M), SBI Securities Co. Ltd. ($1.53M), Ameriprise Financial Inc. ($959.99K), Bank of New York Mellon Corp ($381.84K), Financial Gravity Companies Inc. ($282.17K), Financial Gravity Asset Management Inc. ($263.55K), and BNP Paribas Financial Markets ($259.79K).

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

Institutional investors have bought a total of 5,522,150 shares in the last 24 months. This purchase volume represents approximately $237.76M in transactions.

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

Of the 106 institutional investors that sold SPDR Portfolio S&P 500 High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($92.83K), First Command Advisory Services Inc. ($87.89K), Dumont & Blake Investment Advisors LLC ($38.07K), Flow Traders U.S. LLC ($31.32K), Bank of New York Mellon Corp ($26.72K), Kingswood Wealth Advisors LLC ($24.83K), and Curran Financial Partners LLC ($22.13K).

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

Institutional investors have sold a total of 687,324 shares in the last 24 months. This volume of shares sold represents approximately $29.72M in transactions.



This page (NYSEARCA:SPYD) was last updated on 10/10/2025 by MarketBeat.com Staff
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