SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
251
Main Street Financial Solutions
Pennsylvania
$414K -$482K -11,139 -54%
SAS
252
Sage Advisory Services
Texas
$413K +$413K +9,562 New
NC
253
Napatree Capital
Rhode Island
$412K
VIP
254
Vantage Investment Partners
Missouri
$411K +$33.5K +775 +9%
NC
255
NewSquare Capital
Pennsylvania
$407K -$66.1K -1,529 -14%
First Trust Advisors
256
First Trust Advisors
Illinois
$407K +$407K +9,406 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$405K +$160K +3,698 +65%
PA
258
PFG Advisors
Arizona
$404K +$30.7K +710 +8%
US Bancorp
259
US Bancorp
Minnesota
$404K -$19.1K -442 -5%
WIA
260
World Investment Advisors
California
$400K +$346 +8 +0.1%
SWP
261
Sagespring Wealth Partners
Tennessee
$399K +$399K +9,220 New
BJL
262
Brighton Jones LLC
Washington
$398K +$398K +9,209 New
CL
263
Choreo LLC
Illinois
$397K +$77.5K +1,800 +24%
LFG
264
Larson Financial Group
Missouri
$390K +$165K +3,823 +74%
AFG
265
Albion Financial Group
Utah
$385K +$385K +8,915 New
NAM
266
NTV Asset Management
West Virginia
$381K
EFG
267
Erickson Financial Group
Pennsylvania
$375K -$46.5K -1,076 -11%
LFAS
268
Level Four Advisory Services
Texas
$373K -$68.4K -1,581 -15%
ASN
269
Advisory Services Network
Georgia
$364K -$15.6K -360 -4%
SFM
270
Signet Financial Management
New Jersey
$364K -$7.87K -182 -2%
WKWM
271
Walter & Keenan Wealth Management
Indiana
$362K -$1.95K -45 -0.5%
DE
272
Diversified Enterprises
Delaware
$360K +$6.36K +147 +2%
PPP
273
Private Portfolio Partners
New Jersey
$355K +$13.9K +321 +4%
SPC
274
Sigma Planning Corp
Michigan
$352K +$346 +8 +0.1%
NWA
275
Navis Wealth Advisors
New York
$352K