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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 %
VBFP
251
Valtinson Bruner Financial Planning
Minnesota
$400K +$988 +26 +0.2%
CCA
252
Conservest Capital Advisors
Pennsylvania
$392K +$4.14K +109 +1%
HFS
253
Howard Financial Services
Texas
$391K +$4.07K +107 +1%
PA
254
PSI Advisors
Florida
$391K +$59.4K +1,564 +18%
IA
255
IFP Advisors
Florida
$380K -$357K -11,117 -48%
GKWIM
256
Gerber Kawasaki Wealth & Investment Management
California
$378K +$133K +3,495 +54%
DI
257
DFPG Investments
Utah
$378K +$25.8K +680 +7%
PWS
258
Private Wealth Strategies
Ohio
$374K +$3.88K +102 +1%
AIP
259
Ahrens Investment Partners
Louisiana
$374K +$114 +3 +0%
CF
260
Centaurus Financial
California
$372K +$29.9K +787 +9%
IWM
261
IHT Wealth Management
Illinois
$368K +$57.5K +1,512 +19%
NFSG
262
Newbridge Financial Services Group
Florida
$367K +$23.6K +620 +7%
EGWAG
263
Elwood & Goetz Wealth Advisory Group
Georgia
$358K – – –
FA
264
Flagstar Advisors
New York
$354K – – –
NAM
265
NTV Asset Management
West Virginia
$351K +$114 +3 +0%
AWM
266
Apollon Wealth Management
South Carolina
$348K +$348K +9,169 New
FGA
267
Fortis Group Advisors
New Jersey
$343K +$343K +8,998 New
BAM
268
Belpointe Asset Management
Nevada
$342K -$59.1K -1,555 -15%
SFG
269
StrategIQ Financial Group
Indiana
$342K -$7.79K -205 -2%
AIC
270
Ayalon Insurance Company
Israel
$339K -$498K -13,108 -59%
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$338K -$152K -4,000 -31%
EWM
272
Evercore Wealth Management
New York
$335K -$95.1K -2,502 -22%
MWAM
273
Manhattan West Asset Management
California
$335K +$16.4K +431 +5%
ECG
274
Edge Capital Group
Georgia
$332K – – –
RIL
275
Rothschild Investment LLC
Illinois
$331K +$43K +1,134 +15%
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