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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 %
MWAM
301
Manhattan West Asset Management
California
$235K -$120K -3,064 -34%
PWS
302
Private Wealth Strategies
Ohio
$229K +$2.94K +75 +1%
UWM
303
USAdvisors Wealth Management
Minnesota
$228K -$104K -2,659 -31%
CIAS
304
Capital Investment Advisory Services
North Carolina
$226K +$1.06K +27 +0.5%
PIAS
305
PCA Investment Advisory Services
Ohio
$226K -$191K -4,863 -46%
PIA
306
Perennial Investment Advisors
California
$225K -$409K -10,435 -64%
RPCONE
307
Retirement Planning Company of New England
Rhode Island
$224K +$224K +5,709 New
KA
308
Kovack Advisors
Florida
$221K +$221K +5,640 New
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$220K +$220K +5,620 New
AWM
310
Alterna Wealth Management
Texas
$212K +$212K +5,398 New
TW
311
Transform Wealth
Colorado
$211K +$211K +5,381 New
CF
312
Centaurus Financial
California
$210K -$87.9K -2,245 -30%
DAS
313
Dynamic Advisor Solutions
Arizona
$206K +$206K +5,218 New
AL
314
ACAS LLC
California
$204K +$204K +5,215 New
GL
315
Graypoint LLC
New York
$204K +$204K +5,214 New
LWP
316
Laurel Wealth Planning
Minnesota
$204K -$641K -16,367 -76%
MRCM
317
M&R Capital Management
New Jersey
$198K +$157 +4 +0.1%
AIP
318
Ameritas Investment Partners
Nebraska
$184K +$175K +4,478 +1,990%
PTC
319
Private Trust Company
Ohio
$180K -$153K -3,903 -46%
FWA
320
FSC Wealth Advisors
New York
$166K -$7.92K -202 -5%
VWWMG
321
Vermillion & White Wealth Management Group
Pennsylvania
$165K +$165K +4,221 New
Deutsche Bank
322
Deutsche Bank
Germany
$163K -$396K -10,114 -71%
MSWM
323
Mowery & Schoenfeld Wealth Management
Illinois
$155K +$155K +3,950 New
JHCP
324
Jackson Hole Capital Partners
Oklahoma
$136K +$136K +3,460 New
LFASL
325
Lugano Financial Advisors SA (LFA)
Switzerland
$130K – – –
11 12
13
14 15