SPDR PORTFOLIO S&P 500 HIGH (SPYD) Institutional Shareholders
SPDR PORTFOLIO S&P 500 HIGH (SPYD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.95B in SPYD holdings during the latest filing period.
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 $246.25M, representing an estimated gain of +0.90% 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
515
Total Reported Value
$1.95B
Largest Holder
Lpl Financial Llc
Largest Position
$244.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | $246,246,209 | +$2,199,559 | +0.90% | |
| Bank Of America Corp | 0.01% | 3,449,190 | $164,560,837 | $166,044,007 | +$1,483,170 | +0.90% | |
| Vantagepoint Investment Advisers Llc | 1.18% | 3,315,128 | $158,164,757 | $159,590,262 | +$1,425,505 | +0.90% | |
| Auto-Owners Insurance Co | 2.21% | 2,050,000 | $97,826,000 | $98,687,000 | +$861,000 | +0.88% | |
| Morgan Stanley | 0.00% | 1,682,417 | $80,268,191 | $80,991,554 | +$723,363 | +0.90% | |
| Sbi Securities Co., Ltd. | 1.56% | 1,437,681 | $68,591,761 | $69,209,963 | +$618,202 | +0.90% | |
| Envestnet Asset Management Inc | 0.01% | 790,973 | $37,737,338 | $38,077,440 | +$340,102 | +0.90% | |
| Gfs Advisors, Llc | 3.80% | 150 | $36,033,146 | $7,221 | -$36,025,925 | -99.98% | |
| First Command Advisory Services, Inc. | 0.21% | 729,859 | $34,802,627 | $35,135,412 | +$332,785 | +0.96% | |
| Wells Fargo & Company/Mn | 0.01% | 705,786 | $33,673,055 | $33,976,538 | +$303,483 | +0.90% | |
| Ubs Group Ag | 0.01% | 689,145 | $32,879,108 | $33,175,440 | +$296,332 | +0.90% | |
| Curran Financial Partners, Llc | 4.34% | 611,552 | $29,177,153 | $29,440,113 | +$262,960 | +0.90% | |
| Commonwealth Equity Services, Llc | 0.03% | 581,680 | $27,751,965 | $28,002,075 | +$250,110 | +0.90% | |
| Raymond James Financial Inc | 0.01% | 532,010 | $25,382,179 | $25,610,961 | +$228,782 | +0.90% | |
| Royal Bank Of Canada | 0.00% | 515,233 | $24,582,000 | $24,803,317 | +$221,317 | +0.90% | |
| Bank Of New York Mellon Corp | 0.00% | 503,977 | $24,044,726 | $24,261,453 | +$216,727 | +0.90% | |
| Osaic Holdings, Inc. | 0.03% | 455,223 | $21,719,945 | $21,914,435 | +$194,490 | +0.90% | |
| Alliancebernstein L.P. | 0.01% | 467,508 | $21,280,964 | $22,505,835 | +$1,224,871 | +5.76% | |
| Ameriprise Financial Inc | 0.00% | 396,673 | $18,930,418 | $19,095,838 | +$165,420 | +0.87% | |
| Cetera Investment Advisers | 0.02% | 396,211 | $18,903,262 | $19,073,598 | +$170,336 | +0.90% | |
| Focus Partners Wealth | 0.02% | 320,224 | $15,277,949 | $15,415,583 | +$137,634 | +0.90% | |
| Dakota Wealth Management | 0.30% | 338,982 | $14,915,220 | $16,318,593 | +$1,403,373 | +9.41% | |
| Wealthfront Advisers Llc | 0.03% | 311,737 | $14,872,972 | $15,007,019 | +$134,047 | +0.90% | |
| Advisors Capital Management, Llc | 0.16% | 310,099 | $14,794,828 | $14,928,166 | +$133,338 | +0.90% | |
| Tidal Investments Llc | 0.03% | 296,777 | $14,159,231 | $14,286,845 | +$127,614 | +0.90% | |
| Financial Gravity Asset Management, Inc. | 2.50% | 308,980 | $14,064,790 | $14,874,297 | +$809,507 | +5.76% | |
| Total Clarity Wealth Management, Inc. | 2.53% | 273,088 | $13,029,028 | $13,146,456 | +$117,428 | +0.90% | |
| Jpmorgan Chase & Co | 0.00% | 257,757 | $12,472,873 | $12,408,422 | -$64,451 | -0.52% | |
| Goldman Sachs Group Inc | 0.00% | 256,501 | $12,237,663 | $12,347,958 | +$110,295 | +0.90% | |
| Janney Montgomery Scott Llc | 0.02% | 246,515 | $11,761,000 | $11,867,232 | +$106,232 | +0.90% | |
| Qube Research & Technologies Ltd | 0.01% | 235,511 | $11,236,230 | $11,337,500 | +$101,270 | +0.90% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 232,596 | $11,097,155 | $11,197,171 | +$100,016 | +0.90% | |
| Stonex Group Inc. | 0.42% | 219,905 | $10,491,690 | $10,586,227 | +$94,537 | +0.90% | |
| Truist Financial Corp | 0.01% | 210,836 | $10,058,985 | $10,149,645 | +$90,660 | +0.90% | |
| Cwm, Llc | 0.03% | 219,683 | $9,999,980 | $10,575,540 | +$575,560 | +5.76% | |
| Sws Partners | 2.14% | 207,359 | $9,893,113 | $9,982,262 | +$89,149 | +0.90% | |
| Keystone Financial Planning, Inc. | 2.43% | 197,430 | $9,419,366 | $9,504,280 | +$84,914 | +0.90% | |
| First Hawaiian Bank | 1.18% | 195,322 | $9,318,813 | $9,402,801 | +$83,988 | +0.90% | |
| Stifel Financial Corp | 0.01% | 193,151 | $9,215,106 | $9,298,289 | +$83,183 | +0.90% | |
| Cowa, Llc | 2.27% | 189,929 | $9,061,523 | $9,143,182 | +$81,659 | +0.90% | |
| Elite Financial, Inc. | 3.44% | 178,638 | $8,522,000 | $8,599,633 | +$77,633 | +0.91% | |
| Cercano Management Llc | 1.11% | 174,939 | $8,346,340 | $8,421,563 | +$75,223 | +0.90% | |
| Mesirow Financial Investment Management, Inc. | 0.13% | 167,993 | $8,015,102 | $8,087,183 | +$72,081 | +0.90% | |
| Waterloo Capital, L.P. | 0.44% | 163,735 | $7,811,817 | $7,882,203 | +$70,386 | +0.90% | |
| Daiwa Securities Group Inc. | 0.02% | 162,306 | $7,743,619 | $7,813,411 | +$69,792 | +0.90% | |
| Crescent Grove Advisors, Llc | 0.62% | 154,026 | $7,348,580 | $7,414,812 | +$66,232 | +0.90% | |
| Systematic Alpha Investments, Llc | 0.19% | 147,601 | $7,042,044 | $7,105,512 | +$63,468 | +0.90% | |
| Bnp Paribas Financial Markets | 0.00% | 128,722 | $6,141,327 | $6,196,677 | +$55,350 | +0.90% | |
| Cgn Advisors Llc | 0.44% | 125,264 | $5,976,341 | $6,030,209 | +$53,868 | +0.90% | |
| Curi Capital, Llc | 0.09% | 124,700 | $5,949,437 | $6,003,058 | +$53,621 | +0.90% |
Frequently asked questions about SPYD
Who owns the most SPYD stock?
The largest holders of SPYD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO S&P 500 HIGH (SPYD).
Is SPYD widely held by superinvestors?
Many widely followed stocks like SPYD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPYD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.