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

SPDR Portfolio S&P 500 High Dividend ETF logo
$43.51 +0.08 (+0.18%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$43.50 -0.01 (-0.03%)
As of 07/3/2025 05:00 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)
59
Total
Institutional Inflows
(last 12 months)
$129.12M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$20.47M
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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
6/4/2025First Hawaiian Bank195,322$8.65M0.4%-4.3%0.122%
5/22/2025Rollins Financial Advisors LLC44,527$1.97M0.3%+45.5%0.028%
5/16/2025NewEdge Advisors LLC97,910$4.33M0.0%+3.0%0.062%
5/16/2025Integrated Wealth Concepts LLC151,297$6.70M0.1%-4.0%0.095%
5/15/2025Baird Financial Group Inc.45,908$2.03M0.0%-6.9%0.029%
5/15/2025Vermillion & White Wealth Management Group LLC1,674$74K0.1%-47.2%0.001%
5/14/2025Wealth Preservation Advisors LLC2,891$128K0.1%N/A0.002%
5/14/2025Ameriprise Financial Inc.2,868,008$126.95M0.0%+1.1%1.807%
5/13/2025EverSource Wealth Advisors LLC42,181$1.87M0.1%+34.1%0.027%
5/12/2025Kohmann Bosshard Financial Services LLC18,619$824K0.1%-1.5%0.012%
5/9/2025Tidemark LLC11,193$495K0.2%-7.9%0.007%
5/6/2025Wedbush Securities Inc.62,554$2.77M0.1%-2.2%0.040%
5/5/2025Lindbrook Capital LLC15,440$683K0.1%-3.0%0.010%
5/2/2025BIP Wealth LLC136,904$6.06M0.4%-4.1%0.087%
5/2/2025Whittier Trust Co.5,039$223K0.0%-13.7%0.003%
5/2/2025First Command Advisory Services Inc.835,116$36.96M0.4%+7.4%0.531%
5/2/2025SBI Securities Co. Ltd.1,527,178$67.59M2.3%+1.9%0.971%
5/2/2025Bogart Wealth LLC15,723$696K0.0%+2.3%0.010%
4/30/2025Financial Gravity Asset Management Inc.263,549$11.67M2.5%N/A0.168%
4/29/2025Bank of New York Mellon Corp561,085$24.83M0.0%-3.0%0.357%
4/29/2025Elite Financial Inc.191,884$8.49M4.5%+159.0%0.122%
4/29/2025Wayfinding Financial LLC1,648$72K0.0%N/A0.001%
4/28/2025Private Trust Co. NA10,075$446K0.0%+32.9%0.006%
4/25/2025Westside Investment Management Inc.900$40K0.0%N/A0.001%
4/24/2025Crescent Grove Advisors LLC134,279$5.94M0.6%+4.5%0.085%
4/23/2025Western Wealth Management LLC39,022$1.73M0.1%-6.5%0.025%
4/23/2025Golden State Wealth Management LLC575$26K0.0%+103.2%0.000%
4/22/2025Altrius Capital Management Inc9,054$401K0.1%-6.4%0.006%
4/22/2025Crews Bank & Trust5,990$265K0.0%+5.7%0.004%
4/22/2025First PREMIER Bank80,692$3.57M0.9%+1.5%0.051%
4/21/2025L.M. Kohn & Company17,681$783K0.2%+15.8%0.011%
4/21/2025Heartwood Wealth Advisors LLC114,140$5.05M0.6%+1.0%0.073%
4/21/2025Kingswood Wealth Advisors LLC21,346$942K0.0%-49.4%0.014%
4/17/2025Janney Montgomery Scott LLC139,868$6.19M0.0%+7.4%0.089%
4/15/2025Collier Financial16,178$716K0.6%N/A0.010%
4/14/2025Farther Finance Advisors LLC35,342$1.56M0.0%-4.1%0.023%
4/14/2025NewSquare Capital LLC7,317$324K0.0%-22.2%0.005%
4/9/2025NBC Securities Inc.573$25K0.0%N/A0.000%
4/8/2025Dumont & Blake Investment Advisors LLC45,040$1.99M0.6%+0.7%0.029%
4/7/2025GAMMA Investing LLC8,852$392K0.0%+4,326.0%0.006%
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4/7/2025AdvisorNet 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%
2/10/2025Farther 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%
2/6/2025NewSquare 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%
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%
1/24/2025GPS Wealth Strategies Group LLC5,318$230K0.0%+52.3%0.003%
1/23/2025Dumont & 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%
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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%
(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, 105 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 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 85 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. ($1.77M), 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 2,968,354 shares in the last 24 months. This purchase volume represents approximately $129.12M in transactions.

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

Of the 32 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: First Command Advisory Services Inc. ($229.93K), Dumont & Blake Investment Advisors LLC ($38.07K), Flow Traders U.S. LLC ($31.32K), Bank of New York Mellon Corp ($23.51K), Wedbush Securities Inc. ($22.78K), Kingswood Wealth Advisors LLC ($20.83K), and Vantage Financial Partners LLC ($18.34K).

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

Institutional investors have sold a total of 478,887 shares in the last 24 months. This volume of shares sold represents approximately $20.47M in transactions.



This page (NYSEARCA:SPYD) was last updated on 7/4/2025 by MarketBeat.com Staff
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