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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$917M
2
Morgan Stanley
2
Morgan Stanley
New York
$58M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$25.5M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$57.1M
5
LPL Financial
5
LPL Financial
California
$66.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$32.4M
2
PI
2
PFS Investments
Georgia
$24.3M
3
HF
3
HRT Financial
New York
$0
4
PCM
4
Piedmont Capital Management
Montana
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Belpointe Asset Management
Nevada
$110K -$7.01K -166 -6%
VFA
277
Values First Advisors
Tennessee
$96K +$96K +2,283 New
William Blair & Company
278
William Blair & Company
Illinois
$80K +$13K +311 +19%
FWA
279
FSC Wealth Advisors
New York
$74K +$74K +1,758 New
PMFA
280
Plante Moran Financial Advisors
Michigan
$71K – – –
FPWM
281
FSB Premier Wealth Management
Iowa
$71K +$71K +1,708 New
RPCONE
282
Retirement Planning Company of New England
Rhode Island
$69K +$69K +1,653 New
CFA
283
Carroll Financial Associates
North Carolina
$62K – – –
CFD
284
Creative Financial Designs
Indiana
$55K -$30.1K -712 -35%
S
285
SignatureFD
Georgia
$54K -$1.29K -31 -2%
FAG
286
Fortitude Advisory Group
Washington
$51K +$51K +1,206 New
BWP
287
Baldwin Wealth Partners
Massachusetts
$49K – – –
TCOV
288
Trust Company of Vermont
Vermont
$49K +$49K +1,160 New
NFG
289
Next Financial Group
Texas
$48K +$1.27K +30 +3%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$47K -$51.9K -1,225 -52%
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K – – –
T2I
292
Turim 21 Investimentos
Brazil
$36K – – –
AIC
293
Archer Investment Corporation
Indiana
$34.1K +$34.1K +811 New
EI
294
Ellevest Inc
New York
$28K – – –
GT
295
Glenmede Trust
Pennsylvania
$27K – – –
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$26.5K -$32.4K -770 -55%
SW
297
SVB Wealth
Massachusetts
$26K – – –
TWC
298
TD Waterhouse Canada
Ontario, Canada
$23.3K +$23.3K +540 New
ZIG
299
Zullo Investment Group
Pennsylvania
$21K +$21K +500 New
SCA
300
Snowden Capital Advisors
New York
$21K +$21K +515 New
10 11
12
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