SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IP
301
Ignite Planners
California
$275K +$17.4K +459 +7%
Citadel Advisors
302
Citadel Advisors
Florida
$273K +$49.2K +1,296 +22%
RFA
303
Resurgent Financial Advisors
Georgia
$272K -$17K -448 -6%
PAIM
304
Punch & Associates Investment Management
Minnesota
$271K
LF
305
Lee Financial
Texas
$269K +$266 +7 +0.1%
SL
306
SWMG LLC
Texas
$266K -$266 -7 -0.1%
LFAS
307
Level Four Advisory Services
Texas
$266K +$27.9K +735 +12%
PTC
308
Private Trust Company
Ohio
$263K +$15.4K +404 +6%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$262K
Nomura Asset Management
310
Nomura Asset Management
Japan
$262K
ISWM
311
Independent Solutions Wealth Management
New York
$262K -$15.7K -413 -6%
NRI
312
NFP Retirement Inc
California
$257K -$10.5K -276 -4%
SNB
313
Security National Bank
Nebraska
$248K +$38.5K +1,012 +18%
SPC
314
Sigma Planning Corp
Michigan
$248K -$798K -20,997 -76%
RIA
315
Regal Investment Advisors
Michigan
$247K -$162K -4,274 -40%
DAS
316
Dynamic Advisor Solutions
Arizona
$245K -$567K -14,924 -70%
PIN
317
Prudent Investors Network
California
$245K -$92.8K -2,441 -27%
IWM
318
Iams Wealth Management
Nebraska
$238K +$238K +6,354 New
M1FG
319
Mach-1 Financial Group
Arkansas
$237K
LMKC
320
L.M. Kohn & Company
Ohio
$233K +$19K +501 +9%
BWM
321
BerganKDV Wealth Management
Minnesota
$232K +$18K +475 +8%
TVAMP
322
Tennessee Valley Asset Management Partners
Tennessee
$229K +$17.3K +454 +8%
AL
323
ACAS LLC
California
$226K -$950 -25 -0.4%
FIA
324
Foundations Investment Advisors
Arizona
$225K -$124K -3,265 -36%
BL
325
Balentine LLC
Georgia
$224K