SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
Prudential plc
United Kingdom
$834M
2
Ameriprise
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
Morgan Stanley
New York
$158M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
Bank of America
North Carolina
$130M
4
LPL Financial
LPL Financial
California
$105M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
276
Leo Wealth LLC
Texas
$285K +$285K +7,107 New
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
$285K – – –
IHWM
278
Iron Horse Wealth Management
Iowa
$283K +$15.7K +400 +6%
FFN
279
Focus Financial Network
Minnesota
$281K +$281K +7,169 New
PAIM
280
Punch & Associates Investment Management
Minnesota
$280K – – –
DI
281
DFPG Investments
Utah
$277K +$39 +1 +0%
GRP
282
Global Retirement Partners
California
$277K -$90.1K -2,330 -25%
NRI
283
NFP Retirement Inc
California
$276K +$3.72K +95 +1%
WKWM
284
Walter & Keenan Wealth Management
Indiana
$271K – – –
CCM
285
Crabel Capital Management
California
$269K +$269K +6,869 New
BBWP
286
Beacon Bridge Wealth Partners
Pennsylvania
$267K -$123K -3,132 -31%
SFP
287
Sandbox Financial Partners
Maryland
$264K +$264K +6,747 New
GLA
288
Good Life Advisors
Pennsylvania
$263K -$55K -1,402 -17%
IF
289
Intrua Financial
Texas
$262K -$2.35M -59,888 -90%
William Blair & Company
290
William Blair & Company
Illinois
$260K – – –
RIL
291
Rothschild Investment LLC
Illinois
$257K -$80.5K -2,054 -24%
AWM
292
Axxcess Wealth Management
California
$256K -$16.8K -429 -6%
CAAS
293
Capital Asset Advisory Services
Michigan
$256K -$16.5K -422 -6%
NB
294
Northwest Bancshares
Pennsylvania
$253K -$253K -6,448 -50%
CWM
295
Cornerstone Wealth Management
Missouri
$252K +$252K +6,429 New
PCM
296
Parsons Capital Management
Rhode Island
$249K -$1.93M -49,252 -89%
LF
297
Lee Financial
Texas
$249K – – –
M1FG
298
Mach-1 Financial Group
Arkansas
$245K – – –
IWM
299
IHT Wealth Management
Illinois
$242K -$113K -2,871 -32%
AAS
300
Ameritas Advisory Services
Nebraska
$241K -$262K -6,734 -52%
10 11
12
13 14