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

SPDR Portfolio S&P 500 High Dividend ETF logo
$49.75 +0.67 (+1.37%)
As of 07/24/2026 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)
298
Total
Institutional Inflows
(last 12 months)
$5.57B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$152.14M
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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
7/10/2026 Heck Capital Advisors LLC17,547$837K0.0%-2.8%0.011%
7/10/2026 Wealthcare Advisory Partners LLC9,028$431K0.0%-7.9%0.006%
7/9/2026 Roan Capital Partners41,976$2.00M1.7%+41.0%0.027%
7/9/2026 Sax Wealth Advisors LLC22,562$1.03M0.0%-2.7%0.015%
7/9/2026 Valeo Financial Advisors LLC22,991$1.10M0.0%-7.1%0.015%
7/8/2026 Beacon Bank & Trust13,737$655K0.1%-15.3%0.009%
7/8/2026 MFG Wealth Management Inc.48,918$2.33M1.7%+0.7%0.032%
7/8/2026 Apella Capital LLC18,122$880K0.0%-11.7%0.012%
7/7/2026 Balefire LLC13,567$647K0.1%-2.0%0.009%
7/7/2026 Grant Private Wealth Management Inc4,724$225K0.1%N/A0.003%
7/7/2026 Avior Wealth Management LLC74,387$3.55M0.1%N/A0.048%
7/7/2026 CGN Advisors LLC125,264$5.98M0.4%-0.4%0.081%
7/6/2026 RDA Financial Network19,127$913K0.2%-1.1%0.012%
7/6/2026 Trilogy 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%
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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%
5/7/2026Meeder Advisory Services Inc.6,581$300K0.0%-32.6%0.004%
5/7/2026 Balefire 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%
5/6/2026 Independent 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%
5/5/2026Sanctuary Advisors LLC51,393$2.34M0.0%+2.2%0.033%
5/5/2026Sigma Planning Corp10,467$476K0.0%+4.2%0.007%
5/5/2026 Conservest Capital Advisors Inc.8,565$390K0.0%-8.7%0.005%
5/4/2026V2 Financial group LLC46,152$2.10M1.0%+61.3%0.029%
5/4/2026 HBW Advisory Services LLC35,296$1.61M0.2%+10.8%0.022%
5/4/2026Chicago Partners Investment Group LLC17,211$791K0.0%+32.9%0.011%
5/4/2026 Kellett Wealth Advisors LLC4,600$209K0.1%N/A0.003%
5/2/2026 International Assets Investment Management LLC5,840$265K0.0%-21.6%0.004%
5/2/2026 Castleview Partners LLC36,602$1.67M0.9%-26.1%0.023%
5/2/2026Diversify Wealth Management LLC5,651$262K0.0%N/A0.004%
5/1/2026Kaizen Financial Strategies4,394$203K0.1%N/A0.003%
5/1/2026Fifth Third Bancorp36,738$1.67M0.0%N/A0.023%
5/1/2026 Sequoia Financial Advisors LLC10,384$473K0.0%+6.2%0.007%
4/30/2026Kestra Advisory Services LLC43,860$2.00M0.0%+20.1%0.028%
4/30/2026Money Concepts Capital Corp4,506$205K0.0%N/A0.003%
4/29/2026Capstone Wealth Management Group LLC32,372$1.47M0.6%+6.2%0.021%
4/29/2026Global Strategic Investment Solutions LLC76,836$3.50M0.3%+0.6%0.049%
4/29/2026Dumont & Blake Investment Advisors LLC53,277$2.43M0.6%+4.2%0.034%
4/29/2026 Beacon Bank & Trust16,219$738K0.2%+12.4%0.010%
4/28/2026Bogart Wealth LLC4,928$224K0.0%+200.1%0.003%
4/28/2026Stephens Inc. AR22,652$1.03M0.0%-15.0%0.014%
4/27/2026BIP Wealth LLC110,983$5.05M0.2%-3.6%0.071%
4/27/2026World Investment Advisors70,800$3.22M0.1%-8.1%0.045%
4/27/2026Private Advisor Group LLC90,780$4.13M0.0%+2.0%0.058%
4/27/2026 Y Intercept Hong Kong Ltd21,883$996K0.0%N/A0.014%
4/25/2026Peregrine Asset Advisers Inc.13,611$620K0.2%+20.7%0.009%
4/24/2026Capital Asset Advisory Services LLC7,413$345K0.0%+15.1%0.005%
4/24/2026Kagan Cocozza Asset Management24,775$1.13M0.8%-28.6%0.016%
4/23/2026 Mayflower Financial Advisors LLC33,855$1.54M0.2%N/A0.022%
4/23/2026 Brown Miller Wealth Management LLC4,712$214K0.1%-7.3%0.003%
4/23/2026Intrua Financial LLC8,483$386K0.0%-5.7%0.005%
4/23/2026Comprehensive Money Management Services LLC5,265$240K0.2%N/A0.003%
4/23/2026 Financial Guidance Group Inc.11,106$506K0.2%+15.8%0.007%
4/23/2026 Barry Investment Advisors LLC8,699$396K0.1%-97.7%0.006%
4/23/2026 Oregon Pacific Wealth Management LLC5,855$267K0.3%N/A0.004%
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4/23/2026Detalus Advisors LLC4,860$221K0.1%-7.6%0.003%
4/23/2026 Apollon Wealth Management LLC15,573$709K0.0%-45.7%0.010%
4/22/2026Janney Montgomery Scott LLC243,434$11.08M0.0%+3.7%0.155%
4/22/2026 Wilkins Miller Wealth Management LLC24,940$1.14M0.7%-7.6%0.016%
4/22/2026 Trilogy Capital Inc.20,125$916K0.0%+6.1%0.013%
4/22/2026 Econ Financial Services Corp61,562$2.80M1.3%N/A0.039%
4/21/2026 Laurel Oak Wealth Management LLC6,562$299K0.1%+6.5%0.004%
4/21/2026 Decker Retirement Planning Inc.33,091$1.51M0.7%+3.8%0.021%
4/21/2026 Independent Wealth Network Inc.64,645$2.94M0.9%-32.4%0.041%
4/20/2026Kestra Private Wealth Services LLC11,771$536K0.0%+2.7%0.008%


SPYD Institutional Ownership - Frequently Asked Questions

During the previous two years, 415 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 333 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), Financial Gravity Asset Management Inc. ($289.06K), and BNP Paribas Financial Markets ($288.66K).

Institutional investors have bought a total of 128,597,366 shares in the last 24 months. This purchase volume represents approximately $5.57B in transactions.

Of the 184 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 ($125.56K), JPMorgan Chase & Co. ($107.40K), and Commonwealth Equity Services LLC ($104.03K).

Institutional investors have sold a total of 3,469,265 shares in the last 24 months. This volume of shares sold represents approximately $152.14M in transactions.


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This page (NYSEARCA:SPYD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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