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

SPDR Portfolio S&P 500 High Dividend ETF logo
$47.20 +0.33 (+0.70%)
Closing price 04:10 PM Eastern
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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)
273
Total
Institutional Inflows
(last 12 months)
$5.51B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$141.12M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2026Selective Wealth Management Inc.14,437$677K0.2%-8.1%0.009%
10/16/2026Stanich Group LLC33,219$1.51M0.7%+2.5%0.021%
10/15/2026RDA Financial Network18,376$834K0.2%-3.9%0.012%
10/15/2026WealthPlan Investment Management LLC76,241$3.46M0.2%N/A0.049%
10/15/2026Kellett Wealth Advisors LLC4,600$209K0.1%N/A0.003%
10/15/2026HBW Advisory Services LLC39,677$1.80M0.2%N/A0.025%
10/14/2026Triumph Capital Management1,348$61K0.0%+22.7%0.001%
10/13/2026Accel Wealth Management4,926$224K0.0%N/A0.003%
10/13/2026Cascade Investment Group Inc.30,281$1.37M0.8%N/A0.019%
10/13/2026Sax Wealth Advisors LLC19,948$905K0.0%N/A0.013%
10/13/2026Avior Wealth Management LLC83,833$3.80M0.1%N/A0.054%
10/10/2026Roan Capital Partners42,908$1.95M1.4%+2.2%0.028%
10/10/2026Armstrong Advisory Group Inc.25,794$1.17M0.1%N/A0.017%
10/10/2026Harpswell Capital Advisors LLC12,000$544K0.4%N/A0.008%
10/9/2026Balefire LLC8,181$371K0.1%-39.7%0.005%
10/9/2026Keystone Financial Planning Inc.219,348$9.95M1.9%+11.1%0.141%
10/8/2026Farther Finance Advisors LLC42,532$1.93M0.0%-9.6%0.027%
10/8/2026Apella Capital LLC17,939$811K0.0%N/A0.012%
10/8/2026Valeo Financial Advisors LLC20,709$940K0.0%-9.9%0.013%
10/7/2026Venture Visionary Partners LLC119,018$5.40M0.1%N/A0.077%
10/6/2026Juncture Wealth Strategies LLC26,686$1.21M0.3%N/A0.017%
10/5/2026Tompkins Financial Corp675$31K0.0%N/A0.000%
10/5/2026Heartwood Wealth Advisors LLC98,897$4.49M0.4%N/A0.063%
9/23/2026QRG Capital Management Inc.27,083$1.29M0.0%N/A0.017%
9/23/2026Envestnet Asset Management Inc.790,973$37.74M0.0%+7.7%0.510%
9/22/2026State Street Corp49,021$2.34M0.0%+23.3%0.028%
9/9/2026Keystone Financial Planning Inc.197,430$9.42M2.4%+0.6%0.112%
9/9/2026Sequoia Financial Advisors LLC9,973$476K0.0%-4.0%0.006%
9/9/2026Tidal Investments LLC296,777$14.16M0.0%N/A0.169%
9/9/2026NorthRock Partners LLC15,713$750K0.0%+14.9%0.009%
9/9/2026Integrated Wealth Concepts LLC55,078$2.63M0.0%-4.2%0.031%
9/9/2026NewEdge Advisors LLC123,795$5.91M0.0%+7.0%0.070%
9/8/2026Allworth Financial LP98,510$4.70M0.0%-6.1%0.056%
8/27/2026Corient Private Wealth LP88,796$4.24M0.0%+0.3%0.050%
8/25/2026Tobias Financial Advisors Inc.32,479$1.55M0.2%-1.7%0.018%
8/25/2026Kingsbury Capital Investment Advisors LLC4,828$230K0.2%+9.7%0.003%
8/23/2026Ameritas Advisory Services LLC19,716$941K0.0%+68.7%0.011%
8/23/2026HB Wealth Management LLC6,347$303K0.0%N/A0.004%
8/23/2026Azimuth Capital Investment Management LLC4,575$218K0.0%N/A0.003%
8/22/2026Compass Financial Management LLC597$30K0.0%N/A0.000%
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8/22/2026Highland Investment Advisors LLC1,060$51K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.5,812$279K0.0%-52.7%0.003%
8/21/2026Triumph Capital Management1,099$52K0.0%-35.6%0.001%
8/6/2026Clearstead Trust LLC1,337$64K0.0%N/A0.001%
8/3/2026Beacon Bank & Trust13,737$655K0.1%-15.3%0.009%
7/10/2026Heck Capital Advisors LLC17,547$837K0.0%-2.8%0.011%
7/10/2026Wealthcare Advisory Partners LLC9,028$431K0.0%-7.9%0.006%
7/9/2026Roan Capital Partners41,976$2.00M1.7%+41.0%0.027%
7/9/2026Sax Wealth Advisors LLC22,562$1.03M0.0%-2.7%0.015%
7/9/2026Valeo Financial Advisors LLC22,991$1.10M0.0%-7.1%0.015%
7/8/2026Beacon Bank & Trust13,737$655K0.1%-15.3%0.009%
7/8/2026MFG Wealth Management Inc.48,918$2.33M1.7%+0.7%0.032%
7/8/2026Apella Capital LLC18,122$880K0.0%-11.7%0.012%
7/7/2026Balefire LLC13,567$647K0.1%-2.0%0.009%
7/7/2026Grant Private Wealth Management Inc4,724$225K0.1%N/A0.003%
7/7/2026Avior Wealth Management LLC74,387$3.55M0.1%N/A0.048%
7/7/2026CGN Advisors LLC125,264$5.98M0.4%-0.4%0.081%
7/6/2026RDA Financial Network19,127$913K0.2%-1.1%0.012%
7/6/2026Trilogy Capital Inc.15,199$725K0.0%-24.5%0.010%
6/26/2026WealthPoint Financial LLC6,316$288K0.2%+21.1%0.004%
6/3/2026Parallel Advisors LLC1,246$57K0.0%-57.4%0.001%
6/3/2026NewEdge Advisors LLC115,646$5.26M0.0%+2.2%0.074%
5/20/2026Norris Financial Group LLC7,118$324K0.1%N/A0.005%
5/19/2026Western Wealth Management LLC84,506$3.85M0.1%+68.8%0.054%
5/19/2026Mascagni Wealth Management Inc.4,737$216K0.2%-10.0%0.003%
5/19/2026NewEdge Advisors LLC33,984$1.55M0.0%-70.0%0.022%
5/19/2026Bank of America Corp DE3,356,512$152.79M0.0%+0.9%2.138%
5/19/2026Edgestream Partners L.P.4,458$203K0.0%N/A0.003%
5/19/2026Centaurus Financial Inc.14,668$668K0.0%+202.7%0.009%
5/19/2026Arkadios Wealth Advisors4,681$213K0.0%N/A0.003%
5/18/2026Sunbelt Securities Inc.5,130$234K0.0%+122.7%0.003%
5/18/2026EverSource Wealth Advisors LLC40,493$1.84M0.1%+2.5%0.026%
5/18/2026Royal Bank of Canada474,540$21.60M0.0%-10.2%0.302%
5/16/2026Quantinno Capital Management LP6,119$279K0.0%-18.6%0.004%
5/15/2026Gateway Wealth Partners LLC141,552$6.44M0.3%+95.3%0.090%
5/15/2026Wealth Watch Advisors INC6,865$312K0.1%-5.0%0.004%
5/15/2026Quadcap Wealth Management LLC27,245$1.24M0.1%-7.9%0.017%
5/15/2026Matrix Private Capital Group LLC1,174$53K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC107,923$4.91M0.0%-2.4%0.069%
5/15/2026Boreal Capital Management LLC7,200$328K0.3%N/A0.005%
5/14/2026Lido Advisors LLC44,276$2.02M0.0%-37.0%0.028%
5/13/2026Cetera Investment Advisers341,655$15.55M0.0%+9.0%0.218%
5/13/2026Parker Investment Management LLC10,089$459K0.1%-27.4%0.006%
5/13/2026Wealthspire Retirement LLC7,399$337K0.0%+45.5%0.005%
5/13/2026NewEdge Wealth LLC4,733$215K0.0%N/A0.003%
5/13/2026Wiregrass Investment Management LLC6,102$278K0.2%N/A0.004%
5/13/2026First Trust Advisors LP6,958$317K0.0%-3.7%0.004%
5/12/2026Insight Advisors LLC PA27,113$1.23M0.2%-4.2%0.017%
5/12/2026Phillip James Consulting Co.16,962$772K0.6%N/A0.011%
5/8/2026PNC Financial Services Group Inc.76,005$3.46M0.0%+2,870.1%0.048%
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5/7/2026Meeder Advisory Services Inc.6,581$300K0.0%-32.6%0.004%
5/7/2026Balefire LLC13,846$630K0.1%-6.2%0.009%
5/7/2026Parallel Advisors LLC1,246$57K0.0%-57.4%0.001%
5/7/2026Crescent Grove Advisors LLC144,929$6.60M0.6%+4.8%0.092%
5/6/2026Assetmark Inc.48,357$2.20M0.0%-1.3%0.031%
5/6/2026Independent Financial Group LLC12,162$554K0.0%N/A0.008%
5/5/2026Wealthfront Advisers LLC282,431$12.86M0.0%-1.2%0.180%
5/5/2026D.A. Davidson & CO.92,056$4.19M0.0%+6.3%0.059%
5/5/2026Bank of New York Mellon Corp516,736$23.52M0.0%-1.8%0.329%
5/5/2026SouthState Bank Corp2,000$91K0.0%N/A0.001%


SPYD Institutional Ownership - Frequently Asked Questions

During the previous two years, 422 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 High Dividend ETF. The most heavily invested institutionals were Auto Owners Insurance Co ($5.14B), LPL Financial LLC ($195.69M), Ameriprise Financial Inc. ($177.79M), Bank of America Corp DE ($152.79M), Vantagepoint Investment Advisers LLC ($147.20M), Morgan Stanley ($66.88M), and SBI Securities Co. Ltd. ($66.12M).Learn more on SPDR Portfolio S&P 500 High Dividend ETF's institutional investors.

Of the 341 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: Auto Owners Insurance Co ($116.80M), Vantagepoint Investment Advisers LLC ($4.25M), SBI Securities Co. Ltd. ($1.55M), Ameriprise Financial Inc. ($1.24M), Wellington Management Group LLP ($1.19M), Tidal Investments LLC ($296.78K), and Financial Gravity Asset Management Inc. ($289.06K).

Institutional investors have bought a total of 127,120,311 shares in the last 24 months. This purchase volume represents approximately $5.51B in transactions.

Of the 162 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: Vantagepoint Investment Advisers LLC ($851.29K), Barry Investment Advisors LLC ($378.90K), Vestmark Advisory Solutions Inc. ($229.47K), Wells Fargo & Company MN ($187.09K), Integrated Wealth Concepts LLC ($127.98K), Commonwealth Equity Services LLC ($104.03K), and Banque Cantonale Vaudoise ($98.47K).

Institutional investors have sold a total of 3,207,086 shares in the last 24 months. This volume of shares sold represents approximately $141.12M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPYD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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