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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$834M
2
Ameriprise
2
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$158M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
5
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
LPL Financial
4
LPL Financial
California
$105M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$426K -$180K -4,519 -30%
OPS
227
Orion Portfolio Solutions
Nebraska
$426K -$180K -4,519 -30%
TVAMP
228
Tennessee Valley Asset Management Partners
Tennessee
$425K +$425K +10,832 New
HFS
229
Howard Financial Services
Texas
$419K +$5.68K +145 +1%
CCA
230
Conservest Capital Advisors
Pennsylvania
$417K +$3.41K +87 +0.8%
FEG
231
Financial Enhancement Group
Indiana
$417K -$13.7K -359 -3%
NP
232
NorthRock Partners
Minnesota
$405K +$37K +945 +10%
EGWAG
233
Elwood & Goetz Wealth Advisory Group
Georgia
$405K – – –
HNWAG
234
High Net Worth Advisory Group
Florida
$404K -$693K -17,682 -63%
KW
235
KWB Wealth
California
$404K -$21.1K -539 -5%
CPIG
236
Chicago Partners Investment Group
Illinois
$392K +$112K +2,909 +40%
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
$392K +$392K +10,005 New
CW
238
CIC Wealth
Maryland
$391K -$597K -15,221 -60%
SNB
239
Security National Bank
Nebraska
$382K – – –
IWC
240
Integrated Wealth Concepts
Massachusetts
$379K -$8.78K -224 -2%
ARC
241
Advisor Resource Council
Texas
$377K +$377K +9,619 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$375K -$39K -995 -9%
QPWM
243
Quadrant Private Wealth Management
Pennsylvania
$374K -$105K -2,691 -22%
RIA
244
Realta Investment Advisors
Delaware
$371K -$28.8K -736 -7%
PPP
245
Private Portfolio Partners
New Jersey
$370K -$110K -2,802 -23%
FCA
246
FinTrust Capital Advisors
South Carolina
$369K +$33.7K +859 +10%
SI
247
SimpliFi Inc
California
$368K – – –
CPL
248
CAP Partners LLC
Tennessee
$363K +$363K +9,266 New
GKWIM
249
Gerber Kawasaki Wealth & Investment Management
California
$363K +$13.7K +349 +4%
NAM
250
NTV Asset Management
West Virginia
$355K +$118 +3 +0%
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10
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