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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
Prudential plc
United Kingdom
+$257M
2
EWA
EP Wealth Advisors
California
+$106M
3
PIM
Parker Investment Management
California
+$86.7M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$39.9M
5
CL
COWA LLC
Oklahoma
+$7.5M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$664M
2
AI
Atria Investments
North Carolina
-$22.6M
3
FCB
First Command Bank
Texas
-$20.1M
4
FCFS
First Command Financial Services
Texas
-$20.1M
5
BB
Bell Bank
North Dakota
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$531K +$315K +8,296 +146%
PPP
227
Private Portfolio Partners
New Jersey
$526K +$9.96K +262 +2%
BWL
228
Bogart Wealth LLC
Virginia
$524K +$2.09K +55 +0.4%
WA
229
Wambolt & Associates
Colorado
$523K -$23.4K -619 -4%
ACM
230
Altrius Capital Management
North Carolina
$520K -$124K -3,269 -19%
SFG
231
Sovereign Financial Group
Connecticut
$520K -$31.4K -825 -6%
SFM
232
Signet Financial Management
New Jersey
$516K +$7.87K +207 +2%
MCCP
233
Mission Creek Capital Partners
California
$514K +$722 +19 +0.1%
NP
234
NorthRock Partners
Minnesota
$508K +$494 +13 +0.1%
PA
235
Parallel Advisors
California
$503K +$28.9K +761 +6%
CA
236
Cambridge Advisors
Nebraska
$502K -$19K -500 -4%
FC
237
Financial Consulate
Maryland
$500K -$12.3K -323 -2%
WJA
238
Willis Johnson & Associates
Texas
$464K +$17.8K +469 +4%
SFC
239
Strategic Financial Concepts
Texas
$456K +$456K +12,009 New
AWE
240
Avidian Wealth Enterprises
Texas
$447K +$4.41K +116 +1%
AAS
241
Ameritas Advisory Services
Nebraska
$444K -$34.3K -904 -7%
PA
242
PFG Advisors
Arizona
$444K +$36.9K +972 +9%
FTS
243
Fifth Third Securities
Ohio
$443K +$33.6K +883 +8%
PWM
244
Perigon Wealth Management
California
$440K -$27.3K -719 -6%
PIAS
245
PCA Investment Advisory Services
Ohio
$420K +$420K +11,062 New
FFW
246
Fusion Family Wealth
New York
$418K +$3.19K +84 +0.8%
FEG
247
Financial Enhancement Group
Indiana
$406K -$61K -1,716 -13%
TFA
248
Teamwork Financial Advisors
Texas
$405K +$144K +3,788 +55%
BBWP
249
Beacon Bridge Wealth Partners
Pennsylvania
$402K +$12.4K +326 +3%
CS
250
Comerica Securities
Michigan
$402K +$402K +10,571 New
8 9
10
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