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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

386 hedge funds and large institutions have $3.75B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+34
Holders Change %
+9.66%
% of All Funds
6.53%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.45M
Net Calls Change
-$2.65M

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$1.13B
2
Bank of America
2
Bank of America
North Carolina
$168M
3
AIA
3
Angeles Investment Advisors
California
$286M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$90.1M
5
FCFS
5
First Command Financial Services
Texas
$46.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$635M
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
EE
3
EWG Elevate
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1M
5
EH
5
Equitable Holdings
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
251
Ahrens Investment Partners
Louisiana
$335K +$4K +100 +1%
WAAG
252
Wealth Alliance Advisory Group
Kansas
$333K – – –
CCM
253
Ciovacco Capital Management
Georgia
$325K +$325K +8,155 New
BWL
254
Bogart Wealth LLC
Virginia
$324K – – –
AWE
255
Avidian Wealth Enterprises
Texas
$324K +$3.91K +98 +1%
MSAM
256
Moloney Securities Asset Management
Missouri
$317K – – –
MW
257
Milestone Wealth
New York
$314K – – –
Fidelity Investments
258
Fidelity Investments
Massachusetts
$313K -$6.47K -162 -2%
UWM
259
USAdvisors Wealth Management
Minnesota
$309K -$4.55K -114 -1%
PWM
260
Peterson Wealth Management
Nevada
$309K +$11.6K +291 +4%
ISWM
261
Independent Solutions Wealth Management
New York
$306K -$1.32K -33 -0.4%
OIA
262
OneDigital Investment Advisors
Kansas
$305K -$13.5K -339 -4%
PTC
263
Private Trust Company
Ohio
$303K +$50.8K +1,275 +20%
AWM
264
Axxcess Wealth Management
California
$299K -$181K -4,533 -38%
NWA
265
Navis Wealth Advisors
New York
$299K – – –
VIP
266
Vantage Investment Partners
Missouri
$299K – – –
MWM
267
Minot Wealth Management
Massachusetts
$297K – – –
WA
268
Wambolt & Associates
Colorado
$288K -$478 -12 -0.2%
SA
269
Stewardship Advisors
Pennsylvania
$287K – – –
PAIM
270
Punch & Associates Investment Management
Minnesota
$285K – – –
RJT
271
Raymond James Trust
Florida
$282K – – –
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$281K +$281K +7,041 New
JCM
273
Jacobi Capital Management
Pennsylvania
$272K -$9.57K -240 -3%
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$271K +$12.6K +315 +5%
LF
275
Lee Financial
Texas
$270K +$200 +5 +0.1%
9 10
11
12 13