SPYD icon

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 %
Fidelity Investments
301
Fidelity Investments
Massachusetts
$294K +$43.3K +1,094 +17%
CWM
302
Castle Wealth Management
Florida
$293K +$122K +3,088 +72%
WKWM
303
Walter & Keenan Wealth Management
Indiana
$291K -$51.5K -1,300 -15%
ISWM
304
Independent Solutions Wealth Management
New York
$289K -$164K -4,146 -36%
LWAC
305
Laurel Wealth Advisors (California)
California
$286K +$286K +7,218 New
IP
306
Ignite Planners
California
$284K +$22.5K +538 +9%
PAIM
307
Punch & Associates Investment Management
Minnesota
$283K – – –
LF
308
Lee Financial
Texas
$280K +$1.7K +43 +0.6%
NRI
309
NFP Retirement Inc
California
$279K +$3.76K +95 +1%
SL
310
SWMG LLC
Texas
$278K +$278K +7,011 New
SWM
311
Spire Wealth Management
Virginia
$274K +$129K +3,243 +88%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$273K -$119 -3 -0%
Nomura Asset Management
313
Nomura Asset Management
Japan
$273K – – –
TFA
314
Teamwork Financial Advisors
Texas
$272K +$272K +6,865 New
SFA
315
Sequoia Financial Advisors
Ohio
$266K +$266K +6,729 New
ACM
316
Advisors Capital Management
New Jersey
$262K -$119 -3 -0%
PTC
317
Private Trust Company
Ohio
$258K +$82.6K +2,087 +47%
AWM
318
Aprio Wealth Management
Georgia
$258K – – –
GKWIM
319
Gerber Kawasaki Wealth & Investment Management
California
$255K +$255K +6,450 New
TFA
320
TPG Financial Advisors
Oregon
$248K +$248K +6,262 New
LFAS
321
Level Four Advisory Services
Texas
$248K +$248K +6,261 New
M1FG
322
Mach-1 Financial Group
Arkansas
$247K – – –
SFP
323
Strategic Financial Partners
Oregon
$240K – – –
AL
324
ACAS LLC
California
$236K +$236K +5,965 New
SB
325
Strategic Blueprint
Georgia
$235K -$103K -2,600 -30%
11 12
13
14 15