13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SPYD

SPDR Portfolio S&P 500 High Di

530 institutions still hold SPDR Portfolio S&P 500 High Di as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r788·530 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$1.3B
56.0% inst. owned
of float
Holders
530
+40 QoQ
filers reporting
Activity
+34 / −22
+1,036 added · −804 reduced
this quarter
Concentration
16.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

530 institutions reported SPYD in Q1 2026. LPL Financial LLC leads at 16.3% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$212M4.7M0.06%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$198M4.4M0.05%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$153M3.4M0.01%Q1 202604
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$151M3.3M1.28%Q1 202605
Auto-Owners Insurance Co
CIK 0001964189
$125M2.7M2.61%Q1 202606
MORGAN STANLEY
CIK 0000895421
$73M1.6M0.00%Q1 202607
SBI Securities Co., Ltd.
CIK 0001851815
$67M1.5M1.85%Q1 202608
First Command Advisory Services, Inc.
CIK 0001727336
$39M867K0.27%Q1 202609
UBS Group AG
CIK 0001610520
$35M767K0.01%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$33M735K0.01%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$32M696K0.01%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M558K0.04%Q1 202613
Curran Financial Partners, LLC
CIK 0001843867
$25M556K4.53%Q1 202614
Bank of New York Mellon Corp
CIK 0001390777
$24M517K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M516K0.01%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$22M475K0.00%Q1 202617
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$20M453K0.01%Q1 202618
Dakota Wealth Management
CIK 0001631353
$18M392K0.39%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$16M342K0.02%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M339K0.02%Q1 2026
Page 1 of 27
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