SPYD Institutional Ownership & Shareholders
SPDR PORTFOLIO S&P 500 HIGH (SPYD) is currently held by 516 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.91B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPYD tracked by InsiderSet, reporting ownership valued at approximately $244.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $250.95M, representing an estimated gain of +2.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SPYD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Vantagepoint Investment Advisers Llc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO S&P 500 HIGH (SPYD).
This page ranks the largest institutional SPYD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
516
Total Reported Value
$1.91B
Largest Holder
Lpl Financial Llc
Largest Position
$244.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.05% | 5,115,210 | $244,046,650 | $250,952,203 | +$6,905,553 | +2.83% | |
| Bank Of America Corp | 0.01% | 3,449,190 | $164,560,837 | $169,217,261 | +$4,656,424 | +2.83% | |
| Vantagepoint Investment Advisers Llc | 1.13% | 3,315,128 | $150,407,357 | $162,640,180 | +$12,232,823 | +8.13% | |
| Auto-Owners Insurance Co | 2.92% | 2,059,700 | $93,458,888 | $101,048,882 | +$7,589,994 | +8.12% | |
| Morgan Stanley | 0.00% | 1,682,417 | $80,268,191 | $82,539,378 | +$2,271,187 | +2.83% | |
| Sbi Securities Co., Ltd. | 1.49% | 1,440,101 | $65,337,382 | $70,651,355 | +$5,313,973 | +8.13% | |
| Envestnet Asset Management Inc | 0.01% | 790,973 | $37,737,338 | $38,805,135 | +$1,067,797 | +2.83% | |
| Gfs Advisors, Llc | 3.80% | 150 | $36,033,146 | $7,359 | -$36,025,787 | -99.98% | |
| First Command Advisory Services, Inc. | 0.21% | 729,859 | $34,802,627 | $35,806,883 | +$1,004,256 | +2.89% | |
| Wells Fargo & Company/Mn | 0.01% | 705,786 | $33,673,055 | $34,625,861 | +$952,806 | +2.83% | |
| Ubs Group Ag | 0.01% | 689,145 | $32,879,108 | $33,809,454 | +$930,346 | +2.83% | |
| Curran Financial Partners, Llc | 4.34% | 611,552 | $29,177,153 | $30,002,741 | +$825,588 | +2.83% | |
| Commonwealth Equity Services, Llc | 0.03% | 581,680 | $27,751,965 | $28,537,221 | +$785,256 | +2.83% | |
| Raymond James Financial Inc | 0.01% | 532,010 | $25,382,179 | $26,100,411 | +$718,232 | +2.83% | |
| Royal Bank Of Canada | 0.00% | 515,233 | $24,582,000 | $25,277,331 | +$695,331 | +2.83% | |
| Bank Of New York Mellon Corp | 0.00% | 503,977 | $24,044,726 | $24,725,112 | +$680,386 | +2.83% | |
| Osaic Holdings, Inc. | 0.03% | 455,223 | $21,719,945 | $22,333,240 | +$613,295 | +2.82% | |
| Alliancebernstein L.P. | 0.01% | 467,508 | $21,280,964 | $22,935,942 | +$1,654,978 | +7.78% | |
| Ameriprise Financial Inc | 0.00% | 396,673 | $18,930,418 | $19,460,777 | +$530,359 | +2.80% | |
| Cetera Investment Advisers | 0.02% | 396,211 | $18,903,262 | $19,438,112 | +$534,850 | +2.83% | |
| Focus Partners Wealth | 0.02% | 320,224 | $15,277,949 | $15,710,189 | +$432,240 | +2.83% | |
| Dakota Wealth Management | 0.30% | 338,982 | $14,915,220 | $16,630,457 | +$1,715,237 | +11.50% | |
| Wealthfront Advisers Llc | 0.03% | 311,737 | $14,872,972 | $15,293,817 | +$420,845 | +2.83% | |
| Advisors Capital Management, Llc | 0.16% | 310,099 | $14,794,828 | $15,213,457 | +$418,629 | +2.83% | |
| Tidal Investments Llc | 0.03% | 296,777 | $14,159,231 | $14,559,880 | +$400,649 | +2.83% | |
| Financial Gravity Asset Management, Inc. | 2.50% | 308,980 | $14,064,790 | $15,158,559 | +$1,093,769 | +7.78% | |
| Jpmorgan Chase & Co | 0.00% | 257,757 | $12,472,873 | $12,645,558 | +$172,685 | +1.38% | |
| Goldman Sachs Group Inc | 0.00% | 256,501 | $12,237,663 | $12,583,939 | +$346,276 | +2.83% | |
| Janney Montgomery Scott Llc | 0.02% | 246,515 | $11,761,000 | $12,094,026 | +$333,026 | +2.83% | |
| Qube Research & Technologies Ltd | 0.01% | 235,511 | $11,236,230 | $11,554,170 | +$317,940 | +2.83% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 232,596 | $11,097,155 | $11,411,160 | +$314,005 | +2.83% | |
| Stonex Group Inc. | 0.42% | 219,905 | $10,491,690 | $10,788,539 | +$296,849 | +2.83% | |
| Flagship Harbor Advisors, Llc | 0.37% | 222,314 | $10,086,380 | $10,906,725 | +$820,345 | +8.13% | |
| Cwm, Llc | 0.03% | 219,683 | $9,999,980 | $10,777,648 | +$777,668 | +7.78% | |
| Keystone Financial Planning, Inc. | 2.46% | 219,348 | $9,951,801 | $10,761,213 | +$809,412 | +8.13% | |
| Truist Financial Corp | 0.01% | 217,741 | $9,878,905 | $10,682,373 | +$803,468 | +8.13% | |
| Stifel Financial Corp | 0.01% | 193,151 | $9,215,106 | $9,475,988 | +$260,882 | +2.83% | |
| Sws Partners | 1.95% | 199,971 | $9,072,689 | $9,810,577 | +$737,888 | +8.13% | |
| First Hawaiian Bank | 1.07% | 195,322 | $8,861,759 | $9,582,497 | +$720,738 | +8.13% | |
| Cowa, Llc | 2.12% | 190,213 | $8,688,706 | $9,331,850 | +$643,144 | +7.40% | |
| Elite Financial, Inc. | 3.44% | 178,638 | $8,522,000 | $8,763,980 | +$241,980 | +2.84% | |
| Cercano Management Llc | 1.11% | 174,939 | $8,346,340 | $8,582,507 | +$236,167 | +2.83% | |
| Mesirow Financial Investment Management, Inc. | 0.13% | 167,993 | $8,015,102 | $8,241,737 | +$226,635 | +2.83% | |
| Waterloo Capital, L.P. | 0.44% | 163,735 | $7,811,817 | $8,032,839 | +$221,022 | +2.83% | |
| Crescent Grove Advisors, Llc | 0.60% | 157,883 | $7,163,152 | $7,745,740 | +$582,588 | +8.13% | |
| Systematic Alpha Investments, Llc | 0.19% | 147,601 | $7,042,044 | $7,241,305 | +$199,261 | +2.83% | |
| Bnp Paribas Financial Markets | 0.00% | 128,722 | $6,141,327 | $6,315,101 | +$173,774 | +2.83% | |
| Cgn Advisors Llc | 0.47% | 133,365 | $6,050,770 | $6,542,887 | +$492,117 | +8.13% | |
| Curi Capital, Llc | 0.09% | 124,700 | $5,949,437 | $6,117,782 | +$168,345 | +2.83% | |
| Jefferies Financial Group Inc. | 0.05% | 124,279 | $5,929,371 | $6,097,128 | +$167,757 | +2.83% |
Frequently asked questions about SPYD
Who are the largest institutional holders of SPYD?
The largest institutional holders of SPYD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Vantagepoint Investment Advisers Llc, Auto-Owners Insurance Co, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SPYD position.
What is SPYD institutional ownership?
This page tracks SPYD positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO S&P 500 HIGH (SPYD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPYD?
InsiderSet currently tracks 516 institutional managers reporting SPYD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPYD shareholders.
How much SPYD stock do institutions own?
Institutional investment managers disclosed approximately $1.91B in SPYD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPYD institutional ownership last updated?
The latest SPYD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPYD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPYD position after the reporting date.
Are institutions buying or selling SPYD?
Institutional buying and selling can be analyzed by comparing SPYD positions across consecutive 13F reporting periods. InsiderSet's SPYD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPYD ownership changes.
How has SPYD institutional ownership changed over time?
InsiderSet tracks SPYD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.