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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$149M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$339M
3
FCAS
First Command Advisory Services
Texas
$60.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$13.4M
5
Comerica Bank
Comerica Bank
Texas
$11.4M

Top Sellers

1
PP
Prudential plc
United Kingdom
$583M
2
GRP
Global Retirement Partners
California
$323K
3
Morgan Stanley
Morgan Stanley
New York
$92.3M
4
LPL Financial
LPL Financial
California
$110M
5
Wells Fargo
Wells Fargo
California
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$263K +$145K +4,147 +123%
NWA
277
Navis Wealth Advisors
New York
$263K – – –
LFAS
278
Level Four Advisory Services
Texas
$261K -$18.5K -527 -7%
XF
279
XML Financial
Maryland
$260K -$3.65M -103,946 -93%
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$255K +$11.6K +330 +5%
PAIM
281
Punch & Associates Investment Management
Minnesota
$251K – – –
AWM
282
Axxcess Wealth Management
California
$245K +$245K +6,973 New
CAAS
283
Capital Asset Advisory Services
Michigan
$245K -$15.1K -430 -6%
CPIG
284
Chicago Partners Investment Group
Illinois
$244K +$35.4K +1,062 +17%
NRI
285
NFP Retirement Inc
California
$243K +$2.91K +83 +1%
WKWM
286
Walter & Keenan Wealth Management
Indiana
$243K -$10.5K -300 -4%
DI
287
DFPG Investments
Utah
$241K -$92.5K -2,715 -28%
IHWM
288
Iron Horse Wealth Management
Iowa
$239K -$13.4K -381 -5%
AWAG
289
ARS Wealth Advisors Group
Florida
$236K +$236K +6,727 New
William Blair & Company
290
William Blair & Company
Illinois
$233K +$85.1K +2,427 +58%
VBFP
291
Valtinson Bruner Financial Planning
Minnesota
$230K +$1.96K +56 +0.9%
MFG
292
Merit Financial Group
Georgia
$227K -$1.27M -36,289 -85%
PIN
293
Prudent Investors Network
California
$226K – – –
LF
294
Lee Financial
Texas
$222K -$26K -741 -10%
SWA
295
Stratos Wealth Advisors
Ohio
$221K -$34.2K -974 -13%
M1FG
296
Mach-1 Financial Group
Arkansas
$219K – – –
BL
297
Balentine LLC
Georgia
$206K – – –
GIA
298
Gladstone Institutional Advisory
Florida
$203K +$6K +171 +3%
PWS
299
Private Wealth Strategies
Ohio
$202K -$165K -4,706 -45%
CIAS
300
Capital Investment Advisory Services
North Carolina
$201K +$2.63K +75 +1%
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