Stock ownership · SEC 13F · Q4 2025

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

Who owns STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF (CUSIP 78468R788)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.9M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ranks #698 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $1.9M as of Q4 2025, with ownership dominated by its top few institutional owners.

5
institutions hold it
$1.9M
reported 13F value
100%
held by top 5
#698
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ranks #698 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78468R788 · Q4 2025 $2M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #698/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH KINROSS GOLD
  • ACTIVITY-MID 5 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: KINROSS GOLD CORP

Read with: Ownership concentration guide - STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · STATE STREET SPDR PORTFOLIO S&P 500 HIGH DI…

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

HUNTINGTON INGALLS I… · near$2MHARLEY DAVIDSON · near$2MSTATE STREET SPDR PO… · this…$2MKINROSS GOLD · near$2MAVERY DENNISON · near$2M
Aggregate reported institutional value ($)
Largest institutional holders of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
  1. 1
    Astoria Portfolio Advisors LLC. $633K
  2. 2
    MidFirst Bank $606K
  3. 3
    Tempo Wealth, LLC $331K
  4. 4
    KW WEALTH MANAGEMENT LLC $278K
  5. 5
    Anchor Investment Management, LLC $65K

Top 5 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF position has risen from 3 to 5 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 5
Distinct 13F filers holding STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 13,260 $633K 33.1%
2 MidFirst Bank 14,000 $606K 31.7%
3 Tempo Wealth, LLC 7,654 $331K 17.3%
4 KW WEALTH MANAGEMENT LLC 6,430 $278K 14.5%
5 Anchor Investment Management, LLC 1,500 $65K 3.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (5)

Astoria Portfolio Advisors LLC. $633K
MidFirst Bank $606K
Tempo Wealth, LLC $331K
KW WEALTH MANAGEMENT LLC $278K
Anchor Investment Management, LLC $65K

Complete exits (8)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
OARSMAN CAPITAL, INC. exited
Manhattan West Asset Management, LLC exited
Vermillion & White Wealth Management Group, LLC exited
Cherry Tree Wealth Management, LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF?▼
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF is held by 5 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ranks #698 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF?▼
Institutions report $1.9M of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF as of Q4 2025.
How concentrated is ownership of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF?▼
The top five institutional holders account for 100% of the reported institutional value in STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF?▼
Astoria Portfolio Advisors LLC. is the largest reported holder of STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF with $633K across 13,260 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.9M here).

KINROSS GOLD CORP $1.9M HARLEY DAVIDSON INC $1.9M HUNTINGTON INGALLS INDS INC $1.9M AVERY DENNISON CORP $1.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.