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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

408 hedge funds and large institutions have $1.67B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
34
Increased
138
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.9M
3
GS
GTS Securities
New York
+$9.64M
4
DWM
Dakota Wealth Management
Florida
+$5.73M
5
CL
COWA LLC
Oklahoma
+$5.06M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$874M
2
AF
Allworth Financial
California
-$26.4M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$11.9M
4
FGAM
Financial Gravity Asset Management
Texas
-$9.12M
5
Wells Fargo
Wells Fargo
California
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
251
Private Portfolio Partners
New Jersey
$316K -$7.48K -186 -2%
NC
252
Napatree Capital
Rhode Island
$316K +$316K +7,857 New
XF
253
XML Financial
Maryland
$308K -$11.3K -281 -4%
RIA
254
Realta Investment Advisors
Delaware
$308K -$63.2K -1,572 -17%
LWL
255
Leo Wealth LLC
Texas
$304K +$20.1K +503 +7%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$302K +$17.4K +433 +6%
MSAM
257
Moloney Securities Asset Management
Missouri
$302K -$1.49K -37 -0.5%
JSL
258
JT Stratford LLC
Georgia
$301K – – –
BCM
259
Brookstone Capital Management
Illinois
$299K -$13.6K -317 -4%
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$289K -$18.5K -461 -6%
IHWM
261
Iron Horse Wealth Management
Iowa
$289K – – –
SOS
262
Silver Oak Securities
Tennessee
$288K +$204K +5,069 +243%
MWM
263
Modern Wealth Management
Kansas
$283K +$31.9K +792 +13%
BPWM
264
Badgley Phelps Wealth Managers
Washington
$275K +$275K +6,829 New
William Blair & Company
265
William Blair & Company
Illinois
$274K – – –
SFP
266
Sandbox Financial Partners
Maryland
$271K – – –
RIL
267
Rothschild Investment LLC
Illinois
$264K +$6.96K +173 +3%
KPWS
268
Kestra Private Wealth Services
Texas
$263K -$36.3K -902 -12%
NB
269
Northwest Bancshares
Pennsylvania
$259K – – –
SW
270
SteelPeak Wealth
California
$259K +$8.13K +202 +3%
BBWP
271
Beacon Bridge Wealth Partners
Pennsylvania
$257K -$175K -4,353 -41%
WA
272
WBH Advisory
Maryland
$256K -$138K -3,428 -35%
CAAS
273
Capital Asset Advisory Services
Michigan
$256K +$40 +1 +0%
AWM
274
Axxcess Wealth Management
California
$256K +$40 +1 +0%
M1FG
275
Mach-1 Financial Group
Arkansas
$253K +$2.01K +50 +0.8%
9 10
11
12 13