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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

408 hedge funds and large institutions have $1.67B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
34
Increased
138
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.9M
3
GS
GTS Securities
New York
$11.2M
4
DWM
Dakota Wealth Management
Florida
$6.08M
5
CL
COWA LLC
Oklahoma
$10.2M

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
AF
Allworth Financial
California
$2.53M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$209K
4
FGAM
Financial Gravity Asset Management
Texas
$10.6M
5
Wells Fargo
Wells Fargo
California
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
276
Tennessee Valley Asset Management Partners
Tennessee
$252K -$24.5K -609 -9%
WWG
277
West Wealth Group
California
$249K -$35.7K -887 -13%
EWM
278
Evercore Wealth Management
New York
$240K – – –
PWS
279
Private Wealth Strategies
Ohio
$238K +$724 +18 +0.3%
PIN
280
Prudent Investors Network
California
$237K – – –
KW
281
KWB Wealth
California
$237K -$29.7K -730 -11%
GRP
282
Global Retirement Partners
California
$234K -$8.33K -207 -3%
AIP
283
Ameritas Investment Partners
Nebraska
$230K +$1.01K +25 +0.4%
CWM
284
Cornerstone Wealth Management
Missouri
$228K -$31.1K -773 -12%
OIA
285
Optimum Investment Advisors
Illinois
$227K -$82.1K -2,040 -27%
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$226K +$226K +5,630 New
Bank of Nova Scotia
287
Bank of Nova Scotia
Ontario, Canada
$226K – – –
CWM
288
Collaborative Wealth Management
Florida
$226K +$226K +5,612 New
AL
289
ACAS LLC
California
$225K – – –
CBC
290
Coombe, Bender & Co
New York
$224K +$6K +149 +3%
CIAS
291
Capital Investment Advisory Services
North Carolina
$224K -$9.33K -232 -4%
DAS
292
Dynamic Advisor Solutions
Arizona
$221K -$45.5K -1,131 -17%
PIAS
293
PCA Investment Advisory Services
Ohio
$220K +$3.14K +78 +1%
SXL
294
Summit X LLC
Missouri
$219K +$219K +5,401 New
AWM
295
Alterna Wealth Management
Texas
$217K – – –
FGA
296
Fortis Group Advisors
New Jersey
$217K -$114K -2,835 -34%
TW
297
Transform Wealth
Colorado
$216K – – –
CF
298
Centaurus Financial
California
$215K -$1.33K -33 -0.6%
PIA
299
Perennial Investment Advisors
California
$214K +$7.28K +181 +4%
LFG
300
Larson Financial Group
Missouri
$211K +$202K +5,023 +2,358%
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