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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$218M
2
LPL Financial
LPL Financial
California
$141M
3
BB
Bell Bank
North Dakota
$20.1M
4
AF
Allworth Financial
California
$22.1M
5
Wells Fargo
Wells Fargo
California
$70.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$710M
2
PP
Prudential plc
United Kingdom
$404M
3
WWM
Western Wealth Management
Colorado
$17.3M
4
PI
PFS Investments
Georgia
$14.7M
5
MML Investors Services
MML Investors Services
Massachusetts
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$543K +$543K +13,711 New
MGIA
227
Moneta Group Investment Advisors
Missouri
$541K -$34K -808 -6%
PPP
228
Private Portfolio Partners
New Jersey
$538K +$31.5K +797 +6%
MCCP
229
Mission Creek Capital Partners
California
$534K +$831 +21 +0.2%
FC
230
Financial Consulate
Maryland
$534K -$18.4K -466 -3%
SFM
231
Signet Financial Management
New Jersey
$529K -$27.3K -690 -5%
NP
232
NorthRock Partners
Minnesota
$529K +$79 +2 +0%
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$510K -$28.4K -717 -5%
HI
234
Harbour Investments
Wisconsin
$501K +$118K +2,990 +31%
JWS
235
Juncture Wealth Strategies
Arizona
$500K +$122K +3,070 +32%
AAS
236
Ameritas Advisory Services
Nebraska
$498K -$198K -5,008 -28%
PA
237
Parallel Advisors
California
$494K +$21.8K +551 +5%
PWM
238
Perigon Wealth Management
California
$487K +$487K +12,296 New
CPC
239
Congress Park Capital
New York
$475K -$172K -4,346 -27%
WJA
240
Willis Johnson & Associates
Texas
$465K +$13.7K +345 +3%
AWE
241
Avidian Wealth Enterprises
Texas
$461K +$124K +3,135 +37%
MCP
242
Mirador Capital Partners
California
$459K +$459K +11,591 New
EWM
243
Evercore Wealth Management
New York
$448K – – –
VWA
244
V Wealth Advisors
Kansas
$437K – – –
FFW
245
Fusion Family Wealth
New York
$433K +$433K +10,928 New
VBFP
246
Valtinson Bruner Financial Planning
Minnesota
$427K +$68.3K +1,679 +19%
RIA
247
Regal Investment Advisors
Michigan
$427K -$8.23K -208 -2%
FTS
248
Fifth Third Securities
Ohio
$426K +$12.1K +306 +3%
PA
249
PFG Advisors
Arizona
$424K -$40.3K -1,019 -9%
KW
250
KWB Wealth
California
$422K +$422K +10,662 New
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10
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