Public ownership evidence

State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Ownership Disclosures

Read SPYD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio S&P 500 High Dividend ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
7,425
Value (USD)
$328,625
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPYD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPYD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-297,425$328,625None
Corient Private Wealth LP2026-06-302026-08-2888,796$4,236,442None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-286$286None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-286$273None
Dakota Wealth Management2025-09-302026-08-27338,982$14,915,220None
Dakota Wealth Management2025-12-312026-08-27360,566$15,594,488None
Dakota Wealth Management2026-03-312026-08-27392,068$17,846,929None
Financial Insights, Inc.2026-06-302026-08-2616,990$810,593None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2632,479$1,549,592None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-264,401$200,348None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-264,828$230,337None
Bullock Wealth Management Group2026-06-302026-08-201,011$48,457None
Kingsview Wealth Management, LLC2026-06-302026-08-2026,710$1,274,333None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2033,632$1,604,599None
Beacon Pointe Advisors, LLC2026-06-302026-08-1925,369$1,210,343None
Copia Wealth Management2026-06-302026-08-191,125$53,687None
Coastal Bridge Advisors, LLC2026-06-302026-08-185,464$260,687None
Comprehensive Money Management Services LLC2026-06-302026-08-185,515$263,121None
Caitlin John, LLC2026-06-302026-08-184,806$229,297None
Corient Private Wealth LP2026-06-302026-08-1888,863$4,239,638None
Transamerica Financial Advisors, LLC2026-06-302026-08-18146$6,965None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1831,245$1,490,840None
Equitable Holdings, Inc.2026-06-302026-08-1843,608$2,080,552None
Jefferies Financial Group Inc.2026-06-302026-08-18124,279$5,929,371None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1814,835$708,000None
Thompson David Blair2024-12-312026-08-1511,853$512,524None
Thompson David Blair2026-06-302026-08-156,720$320,611None
Thompson David Blair2025-12-312026-08-157,308$316,083None
Thompson David Blair2026-03-312026-08-157,083$322,418None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1510$477None
AMERIFLEX GROUP, INC.2026-06-302026-08-1511,590$552,942None
10Elms LLP2026-06-302026-08-15820$39,122None
Synergy Investment Management, LLC2026-06-302026-08-15487$23,230None
Glen Eagle Advisors, LLC2026-06-302026-08-151,150$54,867None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15952$45,401None
Modern Wealth Management, LLC2026-06-302026-08-155,646$269,385None
Modern Wealth Management, LLC2026-06-302026-08-152,843$135,646None
Modern Wealth Management, LLC2026-06-302026-08-15163$7,777None
Basecamp Wealth Advisors LLC2026-06-302026-08-15148$7,076None
Mutual Advisors, LLC2026-06-302026-08-156,254$298,368None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-156,437$307,111None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-151,429$68,177None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,625$316,079None
COFG Advisors, LLC2026-06-302026-08-1510,697$510,356None
Navis Wealth Advisors, LLC2026-06-302026-08-159,038$431,226None
Perennial Investment Advisors, LLC2026-06-302026-08-155,146$245,522None
Capital Asset Advisory Services LLC2026-06-302026-08-157,413$353,673None
ENTREWEALTH, LLC2026-06-302026-08-1510,235$506,530None
Granite Bay Wealth Management, LLC2026-06-302026-08-156,747$322,000None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-159,800$467,558None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Financial Insights, Inc. ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Kingsbury Capital Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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