SPDR PORTFOLIO S&P 500 HIGH (SPYD) Institutional Ownership Changes & 13F Activity
SPDR PORTFOLIO S&P 500 HIGH (SPYD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Auto-Owners Insurance Co, Raymond James Financial Inc, Newedge Advisors, Llc, Corient Private Wealth Llc, and Ep Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +21,584 | +6.4% | 360,566 | $15.59M | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +12,805 | — | 12,805 | $553.82K | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Buy | +521 | +3.9% | 13,759 | $595.08K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +61 | — | 61 | $2.63K | Q4 2025 | May 12, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +5,176 | — | 5,176 | $223.86K | Q4 2025 | Apr 29, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +14 | +1.2% | 1,185 | $51.27K | Q4 2025 | Apr 24, 2026 |
| Financial Insights, Inc. | Buy | +200 | +1.2% | 17,090 | $739.14K | Q4 2025 | Apr 01, 2026 |
| Bison Wealth, Llc | Buy | +30,913 | — | 30,913 | $1.38M | Q4 2025 | Mar 24, 2026 |
| Auto-Owners Insurance Co | Buy | +118,847,500 | — | 118,847,500 | $118.85M | Q4 2025 | Mar 09, 2026 |
| Shp Wealth Management | Buy | +1,000 | — | 1,000 | $43.25K | Q4 2025 | Mar 04, 2026 |
| Amicus Financial Advisors, Llc | Buy | +4,734 | — | 4,734 | $204.75K | Q4 2025 | Mar 02, 2026 |
| Anchor Investment Management, Llc | Buy | +1,500 | — | 1,500 | $64.88K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +14,000 | — | 14,000 | $605.50K | Q4 2025 | Feb 25, 2026 |
| Tempo Wealth, Llc | Buy | +7,654 | — | 7,654 | $331.05K | Q4 2025 | Feb 25, 2026 |
| Kw Wealth Management Llc | Buy | +6,430 | — | 6,430 | $278.10K | Q4 2025 | Feb 25, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +13,260 | — | 13,260 | $633.29K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,304 | — | 2,304 | $99.63K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +95,951 | — | 95,951 | $4.15M | Q4 2025 | Feb 19, 2026 |
| Tmb Capital Partners, Llc | Buy | +25,230 | — | 25,230 | $1.09M | Q4 2025 | Feb 19, 2026 |
| Wealthpoint Financial, Llc | Buy | +5,217 | — | 5,217 | $225.63K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +144 | — | 144 | $6.23K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +603,766 | — | 603,766 | $26.11M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +113,211 | — | 113,211 | $4.90M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +61,196 | — | 61,196 | $2.65M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +32,423 | — | 32,423 | $1.40M | Q4 2025 | Feb 18, 2026 |
| Stokes Family Office, Llc | Buy | +18,000 | — | 18,000 | $778.50K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +12,287 | — | 12,287 | $531.41K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +6,114 | — | 6,114 | $264.43K | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +5,514 | — | 5,514 | $238.48K | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +5,084 | — | 5,084 | $219.88K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about SPYD activity
Which institutional owners are buying SPYD?
Institutional owners buying SPYD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPYD activity?
"Buy" means an investor increased their reported position in SPYD compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO S&P 500 HIGH (SPYD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPYD increasing?
Institutional interest in SPYD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.