SPYD icon

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 %
WWG
251
West Wealth Group
California
$350K -$85.9K -2,191 -20%
IP
252
Ignite Planners
California
$347K +$36.6K +923 +12%
EWM
253
Evercore Wealth Management
New York
$346K – – –
VIP
254
Vantage Investment Partners
Missouri
$342K +$4.04K +103 +1%
NL
255
NWAM LLC
Washington
$339K -$66.4K -1,695 -16%
FGA
256
Fortis Group Advisors
New Jersey
$338K – – –
BSW
257
Buckingham Strategic Wealth
Missouri
$327K – – –
WAAG
258
Wealth Alliance Advisory Group
Kansas
$327K – – –
CBC
259
Coombe, Bender & Co
New York
$322K -$3.13M -79,815 -91%
SFG
260
StrategIQ Financial Group
Indiana
$319K -$28.7K -733 -8%
ASN
261
Advisory Services Network
Georgia
$317K -$439K -11,205 -58%
KPWS
262
Kestra Private Wealth Services
Texas
$314K +$10K +256 +3%
OIA
263
Optimum Investment Advisors
Illinois
$312K – – –
TCMP
264
Thrive Capital Management (Pennsylvania)
Pennsylvania
$310K +$6K +153 +2%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$309K +$14.6K +373 +5%
XF
266
XML Financial
Maryland
$309K +$18K +460 +6%
LFAS
267
Level Four Advisory Services
Texas
$307K +$15.8K +403 +5%
EFG
268
Ehrlich Financial Group
California
$305K +$305K +7,787 New
BJL
269
Brighton Jones LLC
Washington
$302K -$184K -4,685 -38%
PA
270
PFG Advisors
Arizona
$301K -$6.78K -173 -2%
GIA
271
Gladstone Institutional Advisory
Florida
$297K +$69.7K +1,779 +31%
MSAM
272
Moloney Securities Asset Management
Missouri
$296K – – –
NWA
273
Navis Wealth Advisors
New York
$294K – – –
JSL
274
JT Stratford LLC
Georgia
$293K +$293K +7,475 New
OP
275
ORG Partners
Indiana
$292K +$283K +7,218 +3,111%
9 10
11
12 13