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

SPDR Portfolio S&P 500 High Dividend ETF logo
$42.43 -0.32 (-0.75%)
Closing price 08/1/2025 04:10 PM Eastern
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$42.46 +0.03 (+0.07%)
As of 08/1/2025 07:57 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)
99
Total
Institutional Inflows
(last 12 months)
$146.47M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$21.01M
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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
8/1/2025Y Intercept Hong Kong Ltd10,130$430K0.0%N/A0.006%
8/1/2025First Command Advisory Services Inc.870,612$36.95M0.3%+4.3%0.542%
8/1/2025Ashton Thomas Private Wealth LLC77,526$3.29M0.1%-0.7%0.048%
8/1/2025Signature Wealth Management Group9,083$385K0.2%N/A0.006%
8/1/2025Envestnet Asset Management Inc.671,161$28.48M0.0%+6.4%0.418%
7/31/2025 Wealthfront Advisers LLC281,181$11.93M0.0%+5.1%0.175%
7/31/2025 Brighton Jones LLC10,727$455K0.0%+16.5%0.007%
7/31/2025 BIP Wealth LLC134,147$5.69M0.4%-2.0%0.084%
7/31/2025 Keystone Financial Planning Inc.196,936$8.36M2.5%+0.2%0.123%
7/30/2025 Insight Advisors LLC PA26,274$1.12M0.2%-2.9%0.016%
7/30/2025 Principle Wealth Partners LLC20,665$877K0.1%+42.4%0.013%
7/30/2025 Freedom Investment Management Inc.33,036$1.40M0.1%-2.6%0.021%
7/30/2025 Brookstone Capital Management6,170$262K0.0%-12.5%0.004%
7/30/2025 D.A. Davidson & CO.83,378$3.54M0.0%+27.5%0.052%
7/30/2025 Bogart Wealth LLC7,250$308K0.0%-53.9%0.005%
7/29/2025 Stephens Inc. AR28,480$1.21M0.0%-25.9%0.018%
7/29/2025 Dumont & Blake Investment Advisors LLC45,662$1.94M0.5%+1.4%0.028%
7/29/2025 International Assets Investment Management LLC7,536$320K0.0%-24.6%0.005%
7/29/2025 Koshinski Asset Management Inc.8,330$354K0.0%N/A0.005%
7/29/2025 Private Trust Co. NA10,330$438K0.0%+2.5%0.006%
7/29/2025 Portland Financial Advisors Inc5,494$233K0.6%-19.9%0.003%
7/28/2025 WealthPlan Investment Management LLC149,494$6.35M0.5%-12.3%0.093%
7/28/2025 Mutual Advisors LLC8,442$372K0.0%-37.4%0.005%
7/28/2025 Harbour Investments Inc.27,230$1.16M0.0%+1.6%0.017%
7/28/2025 IFC Advisors LLC10,523$447K0.1%+25.2%0.007%
7/25/2025 NorthRock Partners LLC11,793$500K0.0%-13.2%0.007%
7/25/2025 Atria Wealth Solutions Inc.17,590$752K0.0%-32.8%0.011%
7/25/2025 Envestnet Portfolio Solutions Inc.9,366$398K0.0%-19.5%0.006%
7/25/2025 Astoria Portfolio Advisors LLC.32,850$1.44M0.4%+27.2%0.020%
7/25/2025 Total Clarity Wealth Management Inc.24,360$1.03M0.3%N/A0.015%
7/25/2025 Genesee Capital Advisors LLC148,802$6.32M2.8%+2.3%0.093%
7/25/2025 CWM LLC155,863$6.62M0.0%+5.0%0.097%
7/25/2025 Concurrent Investment Advisors LLC31,609$1.34M0.0%+9.0%0.020%
7/25/2025 Apollon Wealth Management LLC37,079$1.57M0.0%-5.0%0.023%
7/24/2025 Cascade Investment Group Inc.25,953$1.10M0.8%+5.5%0.016%
7/24/2025 IFP Advisors Inc833$35K0.0%N/A0.001%
7/24/2025 Leo Wealth LLC10,113$429K0.0%N/A0.006%
7/23/2025 Ignite Planners LLC16,027$695K0.1%+1.9%0.010%
7/23/2025 Detalus Advisors LLC8,456$359K0.1%-3.6%0.005%
7/23/2025 Sax Wealth Advisors LLC38,382$1.63M0.1%+13.8%0.024%
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7/23/2025 Kingswood Wealth Advisors LLC17,346$736K0.1%-18.7%0.011%
7/23/2025 SteelPeak Wealth LLC51,325$2.18M0.1%+957.8%0.032%
7/23/2025 Heck Capital Advisors LLC15,144$643K0.1%N/A0.009%
7/22/2025 Belpointe Asset Management LLC5,555$236K0.0%+5.8%0.003%
7/22/2025 DAVENPORT & Co LLC18,760$796K0.0%+7.4%0.012%
7/22/2025 Global Strategic Investment Solutions LLC75,330$3.20M0.3%-3.1%0.047%
7/22/2025 Innovative Wealth Building LLC58,680$2.49M2.1%-14.6%0.037%
7/22/2025 MBL Wealth LLC26,000$1.10M0.1%+1.0%0.016%
7/22/2025 Wealthcare Advisory Partners LLC7,290$309K0.0%-15.2%0.005%
7/22/2025 Financial Insights Inc.15,590$662K0.2%-3.1%0.010%
7/22/2025 Stanich Group LLC23,365$1.02M0.9%-18.9%0.015%
7/21/2025 Curran Financial Partners LLC450,729$19.13M4.2%-4.7%0.280%
7/21/2025 1900 Wealth Management LLC29,616$1.26M0.1%+0.8%0.018%
7/18/2025 Trilogy Capital Inc.16,196$687K0.0%+19.6%0.010%
7/18/2025 Truist Financial Corp196,328$8.33M0.0%+3.5%0.122%
7/17/2025 LexAurum Advisors LLC32,034$1.36M0.2%+37.6%0.020%
7/17/2025 Janney Montgomery Scott LLC163,152$6.92M0.0%+16.6%0.102%
7/17/2025 Venture Visionary Partners LLC108,584$4.61M0.2%-1.1%0.068%
7/17/2025 SWS Partners218,491$9.27M2.5%+1.5%0.136%
7/17/2025 GC Wealth Management RIA LLC11,847$503K0.0%-8.6%0.007%
7/17/2025 City Holding Co.2,220$94K0.0%-13.8%0.001%
7/17/2025 Barry Investment Advisors LLC375,953$15.96M4.0%+5.3%0.234%
7/16/2025 Independent Wealth Network Inc.87,176$3.70M1.3%+2.4%0.054%
7/16/2025 Eagle Global Advisors LLC10,090$428K0.0%-9.0%0.006%
7/16/2025 FCG Investment Co21,856$928K0.5%N/A0.014%
7/16/2025 Register Financial Advisors LLC5,561$236K0.1%+34.6%0.003%
7/16/2025 Dakota Wealth Management333,498$14.15M0.3%+7.8%0.208%
7/16/2025 Castleview Partners LLC48,689$2.07M1.3%-23.2%0.030%
7/15/2025 McAdam LLC44,305$1.88M0.1%+3.3%0.028%
7/15/2025 Kagan Cocozza Asset Management36,429$1.55M1.2%-0.7%0.023%
7/15/2025 Ridgecrest Wealth Partners LLC17,710$752K0.4%N/A0.011%
7/15/2025 Focused Wealth Management Inc12,351$524K0.1%-10.6%0.008%
7/15/2025 CGN Advisors LLC100,602$4.27M0.4%+4.9%0.063%
7/15/2025 GSB Wealth Management LLC788$33K0.0%+60.8%0.000%
7/15/2025 Optima Capital LLC14,310$607K0.3%+5.5%0.009%
7/14/2025 U.S. Capital Wealth Advisors LLC138,868$5.89M0.2%-0.6%0.086%
7/14/2025 Park Avenue Securities LLC9,687$411K0.0%-33.7%0.006%
7/11/2025 Meriwether Wealth & Planning LLC16,960$720K0.5%-7.5%0.011%
7/11/2025 First PREMIER Bank84,717$3.60M0.9%+5.0%0.053%
7/11/2025 Farther Finance Advisors LLC33,960$1.44M0.0%-3.9%0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC49,717$2.16M0.0%+3.8%0.031%
7/10/2025 Capital Advisory Group Advisory Services LLC19,795$840K0.3%-18.7%0.012%
7/9/2025 Balefire LLC17,950$762K0.2%-1.4%0.011%
7/9/2025 Berkshire Bank14,804$628K0.1%-11.8%0.009%
7/9/2025 MFG Wealth Management Inc.6,565$279K0.2%-3.4%0.004%
7/8/2025 Juncture Wealth Strategies LLC29,119$1.24M0.4%+2.6%0.018%
7/8/2025 Heartwood Wealth Advisors LLC117,020$4.97M0.5%+2.5%0.073%
7/8/2025 Parallel Advisors LLC3,606$153K0.0%-7.5%0.002%
7/7/2025 Wealth Alliance Advisory Group LLC10,972$466K0.1%-12.6%0.007%
7/7/2025 RDA Financial Network21,738$923K0.2%-14.4%0.014%
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6/4/2025 First 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%
(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, 177 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 Advisory Services Inc. ($36.95M), Envestnet Asset Management Inc. ($28.48M), Bank of New York Mellon Corp ($24.83M), Curran Financial Partners LLC ($19.13M), and Barry Investment Advisors LLC ($15.96M).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 126 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), 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 3,376,659 shares in the last 24 months. This purchase volume represents approximately $146.47M in transactions.

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

Of the 67 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. ($87.89K), Dumont & Blake Investment Advisors LLC ($38.07K), Flow Traders U.S. LLC ($31.32K), Kingswood Wealth Advisors LLC ($24.83K), Bank of New York Mellon Corp ($23.51K), Wedbush Securities Inc. ($22.78K), 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 483,771 shares in the last 24 months. This volume of shares sold represents approximately $21.01M in transactions.



This page (NYSEARCA:SPYD) was last updated on 8/2/2025 by MarketBeat.com Staff
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