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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.2M
2
LPL Financial
LPL Financial
California
+$23.4M
3
BB
Bell Bank
North Dakota
+$19.2M
4
AF
Allworth Financial
California
+$17M
5
Wells Fargo
Wells Fargo
California
+$16.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$429M
2
PP
Prudential plc
United Kingdom
-$192M
3
WWM
Western Wealth Management
Colorado
-$17.8M
4
PI
PFS Investments
Georgia
-$17.2M
5
MML Investors Services
MML Investors Services
Massachusetts
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
276
Edge Capital Group
Georgia
$346K – – –
PA
277
PSI Advisors
Florida
$346K – – –
OWA
278
Outlook Wealth Advisors
Texas
$341K -$7.41M -187,260 -96%
UCFA
279
United Capital Financial Advisors
Texas
$341K -$80.5K -2,033 -19%
SCFS
280
S.C. Financial Services
Arizona
$339K -$91K -2,299 -21%
PIA
281
Panoramic Investment Advisors
Colorado
$337K +$337K +8,523 New
Cerity Partners
282
Cerity Partners
New York
$335K +$335K +8,454 New
WWG
283
West Wealth Group
California
$333K +$333K +8,420 New
MWAM
284
Manhattan West Asset Management
California
$332K -$178K -4,499 -35%
WAAG
285
Wealth Alliance Advisory Group
Kansas
$330K – – –
TCMP
286
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K -$4.87K -123 -1%
GLA
287
Good Life Advisors
Pennsylvania
$327K +$84K +2,122 +35%
UWM
288
USAdvisors Wealth Management
Minnesota
$326K +$3.48K +88 +1%
PWM
289
Peterson Wealth Management
Nevada
$325K -$25.3K -639 -7%
ACM
290
AlphaStar Capital Management
North Carolina
$325K -$290K -7,325 -47%
BSW
291
Buckingham Strategic Wealth
Missouri
$325K +$325K +8,200 New
IWM
292
IHT Wealth Management
Illinois
$323K +$73.6K +1,859 +29%
IHWM
293
Iron Horse Wealth Management
Iowa
$323K +$213K +5,389 +194%
ML
294
McAdam LLC
Pennsylvania
$309K -$313K -7,428 -50%
MSAM
295
Moloney Securities Asset Management
Missouri
$308K +$5.15K +130 +2%
VIP
296
Vantage Investment Partners
Missouri
$306K – – –
DWM
297
Destination Wealth Management
California
$302K +$302K +7,640 New
RFA
298
Resurgent Financial Advisors
Georgia
$301K -$329K -8,306 -52%
RIL
299
Rothschild Investment LLC
Illinois
$300K +$42.8K +1,083 +17%
NWA
300
Navis Wealth Advisors
New York
$297K – – –
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