Who Owns State Street SPDR Portfolio S&P 500 High Dividend ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio S&P 500 High Dividend ETF.
Who crossed 5% of SPYD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Keystone Financial Planning, Inc.ST STR SP500DIV219.3K shadded | $10M |
| Venture Visionary Partners LLCST STR SP500DIV119K shadded | $5.4M |
| Heartwood Wealth Advisors LLCETF98.9K shadded | $4.5M |
| MFG WEALTH MANAGEMENT, INC.ST STR SP500DIV46.7K shtrimmed | $2.1M |
| Roan Capital PartnersST STR SP500DIV42.9K shadded | $1.9M |
| Farther Finance Advisors, LLCETF42.5K shtrimmed | $1.9M |
| Castleview Partners, LLCST STR SP500DIV34.8K shadded | $1.6M |
| JUNCTURE WEALTH STRATEGIES, LLCST STR SP500DIV26.7K shadded | $1.2M |
| ARMSTRONG ADVISORY GROUP, INCST STR SP500DIV25.8K shadded | $1.2M |
| Valeo Financial Advisors, LLCETF20.7K shtrimmed | $939.6K |
| Apella Capital, LLCST STR SP500DIV17.9K shtrimmed | $810.8K |
| First Heartland Consultants, Inc.PRTFLO S&P500 HI12.1K shadded | $548.7K |
| Harpswell Capital Advisors, LLCST STR SP500DIV12K shtrimmed | $544.4K |
| Balefire, LLCST STR SP500DIV8.2K shtrimmed | $371.2K |
| Castle Rock Wealth Management, LLCST STR SP500DIV5K shadded | $229K |
| Kaizen Financial StrategiesST STR SP500DIV4.5K shadded | $202.7K |
| Go Invest LLCETF2.6K shtrimmed | $118K |
| Bullock Wealth Management GroupETF1K shheld | $46K |
| TOMPKINS FINANCIAL CORPST STR SP500DIV675 shheld | $30.6K |
| GILPIN WEALTH MANAGEMENT, LLCST STR SP500DIV402 shheld | $18.2K |
| GAMMA Investing LLCETF200 shheld | $9.1K |
| CoreCap Advisors, LLCETF174 shtrimmed | $7.9K |
| VALLEY WEALTH MANAGERS, INC.ETF1 shheld | $53 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on SPYD
Follow State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) by email
New trades in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.