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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
Prudential plc
United Kingdom
$645M
2
EWA
EP Wealth Advisors
California
$116M
3
PIM
Parker Investment Management
California
$86.7M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$274M
5
CL
COWA LLC
Oklahoma
$8.04M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$19.4M
2
AI
Atria Investments
North Carolina
$0
3
FCB
First Command Bank
Texas
$80.3M
4
FCFS
First Command Financial Services
Texas
$80.3M
5
BB
Bell Bank
North Dakota
$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
276
Capital Asset Advisory Services
Michigan
$329K -$17.3K -456 -5%
UCFA
277
United Capital Financial Advisors
Texas
$327K -$304 -8 -0.1%
NAS
278
Nicolet Advisory Services
Wisconsin
$327K +$416 +11 +0.1%
ACM
279
AlphaStar Capital Management
North Carolina
$325K – – –
BSW
280
Buckingham Strategic Wealth
Missouri
$325K – – –
WA
281
WBH Advisory
Maryland
$321K +$321K +8,451 New
WAAG
282
Wealth Alliance Advisory Group
Kansas
$317K – – –
UWM
283
USAdvisors Wealth Management
Minnesota
$316K +$2.85K +75 +0.9%
GLA
284
Good Life Advisors
Pennsylvania
$314K -$152 -4 -0%
IHWM
285
Iron Horse Wealth Management
Iowa
$310K -$152 -4 -0%
TCMP
286
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K -$1.95K -52 -0.6%
PFO
287
Pathstone Family Office
New Jersey
$309K +$309K +8,141 New
VIP
288
Vantage Investment Partners
Missouri
$307K +$13.7K +360 +5%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$303K +$35.2K +926 +13%
PWM
290
Peterson Wealth Management
Nevada
$299K -$13K -342 -4%
SWA
291
Stratos Wealth Advisors
Ohio
$299K +$299K +7,862 New
MSAM
292
Moloney Securities Asset Management
Missouri
$297K +$1.41K +37 +0.5%
DWM
293
Destination Wealth Management
California
$290K – – –
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$290K +$140K +3,692 +94%
OWA
295
Outlook Wealth Advisors
Texas
$286K -$41.6K -1,094 -13%
NWA
296
Navis Wealth Advisors
New York
$285K – – –
CWM
297
Castle Wealth Management
Florida
$280K -$1.03K -27 -0.4%
WKWM
298
Walter & Keenan Wealth Management
Indiana
$279K – – –
Cerity Partners
299
Cerity Partners
New York
$276K -$45.2K -1,190 -14%
TCFP
300
Treasure Coast Financial Planning
Florida
$276K -$111K -2,924 -29%
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