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

SPDR Portfolio S&P 500 High Dividend ETF logo
$41.19 +0.58 (+1.43%)
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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)
53
Total
Institutional Inflows
(last 12 months)
$107.45M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$128.89M
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SPYD Institutional Buying and Selling by Quarter

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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
4/17/2025Janney 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%
3/6/2025Copia Wealth Management1,125$49K0.0%N/A0.001%
3/6/2025Elite Financial Inc.74,081$3.20M1.7%N/A0.048%
2/18/2025Sunbelt Securities Inc.1,922$83K0.0%+28.2%0.001%
2/18/2025Fourth Dimension Wealth LLC1,050$45K0.0%N/A0.001%
2/17/2025Colonial Trust Co SC1,751$75K0.0%N/A0.001%
2/17/2025Captrust Financial Advisors60,421$2.61M0.0%-4.4%0.036%
2/17/2025Cary Street Partners Financial LLC5,502$238K0.0%N/A0.003%
2/17/2025BIP Wealth LLC142,703$6.17M0.4%-2.8%0.084%
2/17/2025BNP Paribas Financial Markets213,125$9.22M0.0%+3,190.0%0.125%
2/17/2025Ameriprise Financial Inc.2,838,146$122.73M0.0%+1.2%1.669%
2/14/2025Integrated Wealth Concepts LLC157,605$6.82M0.1%+30.8%0.093%
2/14/2025Coppell Advisory Solutions LLC12,525$539K0.1%+43.4%0.007%
2/14/2025IHT Wealth Management LLC14,657$634K0.0%+22.2%0.009%
2/13/2025Rollins Financial Advisors LLC30,598$1.32M0.2%+453.9%0.018%
2/13/2025Waterloo Capital L.P.301,229$13.03M1.4%+9.4%0.177%
2/13/2025Wedbush Securities Inc.63,983$2.77M0.1%-4.4%0.038%
2/13/2025Oarsman Capital Inc.10,672$461K0.1%-7.0%0.006%
2/12/2025JPMorgan Chase & Co.325,212$14.06M0.0%+38.9%0.191%
2/11/2025AllSquare Wealth Management LLC6,183$267K0.2%+7.9%0.004%
2/10/2025Tidemark LLC12,152$525K0.2%-11.6%0.007%
2/10/2025 Farther Finance Advisors LLC36,842$1.59M0.1%-7.4%0.022%
2/10/2025EverSource Wealth Advisors LLC31,460$1.36M0.1%+8,888.6%0.018%
2/6/2025Lindbrook Capital LLC15,915$688K0.1%+13.7%0.009%
2/6/2025Vantage Financial Partners LLC10,790$467K0.1%-57.1%0.006%
2/6/2025 NewSquare Capital LLC9,406$407K0.0%-14.0%0.006%
2/6/2025Synergy Investment Management LLC766$33K0.0%N/A0.000%
2/6/2025SBI Securities Co. Ltd.1,498,175$64.78M2.0%N/A0.881%
2/6/2025Jones Financial Companies Lllp9,368$405K0.0%+65.2%0.006%
2/5/2025Kohmann Bosshard Financial Services LLC18,909$818K0.1%-14.1%0.011%
2/5/2025Private Trust Co. NA7,582$328K0.0%-25.3%0.004%
2/5/2025Altrius Capital Management Inc9,672$418K0.1%-5.8%0.006%
2/5/2025First Command Advisory Services Inc.777,884$33.64M0.3%-10.2%0.457%
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2/4/2025Bank of New York Mellon Corp578,442$25.01M0.0%-1.1%0.340%
1/30/2025L.M. Kohn & Company15,275$660K0.2%+1.7%0.009%
1/30/2025Valeo Financial Advisors LLC25,081$1.09M0.0%+11.8%0.015%
1/30/2025White Pine Capital LLC63,678$2.75M0.9%-1.9%0.037%
1/30/2025Bogart 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%
1/23/2025Crews Bank & Trust5,665$245K0.0%N/A0.003%
1/22/2025Vantage Investment Partners LLC9,495$411K0.0%+8.9%0.006%
1/22/2025Kingswood Wealth Advisors LLC42,171$1.82M0.1%N/A0.025%
1/21/2025Crescent Grove Advisors LLC128,468$5.56M0.6%+2.9%0.076%
1/17/2025First PREMIER Bank79,483$3.44M0.9%+3.3%0.047%
1/17/2025Janney Montgomery Scott LLC130,288$5.63M0.0%+5.3%0.077%
1/15/2025Westend Capital Management LLC913$39K0.0%-21.1%0.001%
1/15/2025Householder Group Estate & Retirement Specialist LLC4,822$208K0.2%-69.5%0.003%
12/26/2024JPMorgan Chase & Co.234,083$10.69M0.0%+15.5%0.138%
11/15/2024Continuum Advisory LLC10,320$471K0.1%+3.2%0.006%
11/15/2024Integrated Wealth Concepts LLC120,504$5.50M0.1%+767.8%0.071%
11/15/2024FSA Wealth Management LLC2,001$91K0.0%N/A0.001%
11/14/2024Flow Traders U.S. LLC30,606$1.40M0.1%-50.6%0.018%
11/14/2024Captrust Financial Advisors63,233$2.89M0.0%-1.1%0.037%
11/13/2024BNP Paribas Financial Markets6,478$296K0.0%+438.0%0.004%
11/13/2024Brown Brothers Harriman & Co.717$33K0.0%N/A0.000%
11/8/2024BIP Wealth LLC146,798$6.70M0.5%+0.7%0.086%
11/6/2024Altrius Capital Management Inc10,267$469K0.1%-4.2%0.006%
10/31/2024Mainstream Capital Management LLC6,576$300K0.3%N/A0.004%
10/30/2024Crescent Grove Advisors LLC124,808$5.70M0.6%-7.4%0.073%
10/29/2024Janney 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%
10/25/2024AMI Asset Management Corp12,028$549K0.0%N/A0.007%
10/23/2024 Dumont & Blake Investment Advisors LLC39,612$1.81M0.5%-49.0%0.023%
10/21/2024Whittier Trust Co.5,842$267K0.0%+217.2%0.003%
10/10/2024Brown Miller Wealth Management LLC5,084$232K0.1%N/A0.003%
10/10/2024Valeo Financial Advisors LLC22,426$1.02M0.0%+1.1%0.013%
10/8/2024First PREMIER Bank76,962$3.51M0.9%+0.9%0.045%
10/8/2024 Future Financial Wealth Managment LLC1,480$68K0.0%N/A0.001%
10/8/2024Heartwood Wealth Advisors LLC113,061$5.16M0.6%+3.9%0.066%
8/14/2024Fairscale Capital LLC2,969$126K0.1%N/A0.002%
8/12/2024Waterloo Capital L.P.59,212$2.38M0.3%N/A0.035%
8/8/2024 Parallel Advisors LLC14,696$591K0.0%+1,137.0%0.009%
8/7/2024Vantage Financial Partners LLC29,954$1.21M0.3%-11.8%0.018%
8/7/2024Wedbush Securities Inc.65,457$2.63M0.1%-22.0%0.038%
8/7/2024Invera Wealth Advisors LLC19,590$808K0.8%-2.0%0.012%
7/31/2024 Farther Finance Advisors LLC39,549$1.58M0.1%-12.2%0.023%
7/31/2024IFG Advisory LLC45,461$1.83M0.1%+1.1%0.027%
7/31/2024 Rothschild Investment LLC6,560$264K0.0%N/A0.004%
7/27/2024Strategic Blueprint LLC4,974$200K0.0%-17.0%0.003%
7/26/2024First Command Advisory Services Inc.1,381,784$55.59M0.6%-9.3%0.812%
7/24/2024Family Firm Inc.4,291$173K0.0%N/A0.003%
7/23/2024Crescent Grove Advisors LLC134,798$5.42M0.6%-0.8%0.079%
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7/20/2024Continuum Advisory LLC9,996$402K0.1%-8.3%0.006%
7/17/2024First PREMIER Bank76,292$3.07M0.8%-0.8%0.045%
5/17/2024Comerica Bank10,228$416K0.0%-29.3%0.006%
5/15/2024Flow Traders U.S. LLC79,082$3.22M0.2%+35.0%0.046%
5/13/2024Financial Gravity Asset Management Inc.253,189$10.31M2.6%-91.0%0.149%
5/3/2024Whittier Trust Co.1,842$75K0.0%+1,723.8%0.001%
5/2/2024First Command Advisory Services Inc.1,523,825$62.03M0.6%-9.5%0.896%
5/1/2024Janney Montgomery Scott LLC140,110$5.70M0.0%+18.0%0.082%
4/30/2024SWS Partners195,291$7.95M2.4%-0.2%0.114%
4/29/2024Crescent Grove Advisors LLC135,883$5.53M0.6%+0.8%0.080%
(Data available from 1/1/2016 forward)

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SPYD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYD shares?

During the previous two years, 108 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 High Dividend ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($204.17B), Ameriprise Financial Inc. ($122.73M), Parker Investment Management LLC ($86.74M), First Command Bank ($65.77M), SBI Securities Co. Ltd. ($64.78M), First Command Advisory Services Inc. ($33.64M), and Bank of New York Mellon Corp ($25.01M).Learn more on SPYD's institutional investors.

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

Of the 89 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: Parker Investment Management LLC ($2.28M), First Command Advisory Services Inc. ($1.71M), SBI Securities Co. Ltd. ($1.50M), Bank of New York Mellon Corp ($381.84K), BIP Wealth LLC ($360.86K), BNP Paribas Financial Markets ($211.92K), and Integrated Wealth Concepts LLC ($152.02K).

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

Institutional investors have bought a total of 7,878,614 shares in the last 24 months. This purchase volume represents approximately $306.09M in transactions.

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

Of the 50 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 ($148.56K), Eldridge Investment Advisors Inc. ($65.49K), and Rollins Financial ($45.51K).

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

Institutional investors have sold a total of 5,112,927 shares in the last 24 months. This volume of shares sold represents approximately $203.14M in transactions.



This page (NYSEARCA:SPYD) was last updated on 4/17/2025 by MarketBeat.com Staff
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