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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

429 hedge funds and large institutions have $1.93B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+21
Holders Change %
+5.15%
% of All Funds
6.2%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
61
Increased
165
Reduced
113
Closed
33
Calls
$2.84M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$26.7M
2
AIA
Angeles Investment Advisors
California
+$11M
3
WC
Waterloo Capital
Texas
+$9.86M
4
Wells Fargo
Wells Fargo
California
+$6.57M
5
RJA
Raymond James & Associates
Florida
+$6.55M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$23.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$12M
3
SFC
Strategic Financial Concepts
Texas
-$11.3M
4
GS
GTS Securities
New York
-$11.2M
5
EFG
Erickson Financial Group
Pennsylvania
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
251
Gerber Kawasaki Wealth & Investment Management
California
$375K +$4.29K +94 +1%
D
252
Diversified
Delaware
$374K – – –
DE
253
Diversified Enterprises
Delaware
$374K +$374K +8,184 New
SPC
254
Sigma Planning Corp
Michigan
$372K +$228 +5 +0.1%
NWA
255
Navis Wealth Advisors
New York
$371K – – –
XF
256
XML Financial
Maryland
$363K +$12.6K +276 +4%
WAAG
257
Wealth Alliance Advisory Group
Kansas
$362K – – –
PPP
258
Private Portfolio Partners
New Jersey
$360K +$685 +15 +0.2%
JIR
259
James Investment Research
Ohio
$359K +$359K +7,865 New
ASN
260
Advisory Services Network
Georgia
$353K – – –
MSAM
261
Moloney Securities Asset Management
Missouri
$349K +$6.16K +135 +2%
LWL
262
Leo Wealth LLC
Texas
$347K – – –
JSL
263
JT Stratford LLC
Georgia
$341K – – –
MWM
264
Modern Wealth Management
Kansas
$337K +$16K +351 +5%
CL
265
Choreo LLC
Illinois
$337K +$337K +7,418 New
IHWM
266
Iron Horse Wealth Management
Iowa
$327K -$913 -20 -0.3%
RWIA
267
Roger Wittlin Investment Advisory
California
$326K +$326K +7,146 New
VAG
268
VisionPoint Advisory Group
Texas
$325K +$254K +5,562 +357%
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$325K -$3.15K -69 -1%
BCM
270
Brookstone Capital Management
Illinois
$323K +$5.02K +110 +2%
BPWM
271
Badgley Phelps Wealth Managers
Washington
$312K – – –
William Blair & Company
272
William Blair & Company
Illinois
$311K – – –
SFP
273
Sandbox Financial Partners
Maryland
$308K – – –
RIL
274
Rothschild Investment LLC
Illinois
$301K +$1.42K +31 +0.5%
MCM
275
Mainstream Capital Management
California
$300K +$300K +6,576 New
9 10
11
12 13