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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
+$25.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.9M
3
GS
GTS Securities
New York
+$9.64M
4
DWM
Dakota Wealth Management
Florida
+$5.73M
5
CL
COWA LLC
Oklahoma
+$5.06M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$874M
2
AF
Allworth Financial
California
-$26.4M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$11.9M
4
FGAM
Financial Gravity Asset Management
Texas
-$9.12M
5
Wells Fargo
Wells Fargo
California
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
301
Graypoint LLC
New York
$210K – – –
HAFS
302
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$11.9M -294,639 -98%
IF
303
Intrua Financial
Texas
$205K +$1.25K +31 +0.6%
ACM
304
AlphaStar Capital Management
North Carolina
$204K +$204K +5,064 New
LF
305
Lee Financial
Texas
$203K -$52.5K -1,305 -21%
SB
306
Strategic Blueprint
Georgia
$200K -$41K -1,018 -17%
IAIM
307
International Assets Investment Management
Florida
$180K +$180K +4,474 New
TFF
308
The Family Firm
Maryland
$173K +$173K +4,291 New
MRCM
309
M&R Capital Management
New Jersey
$164K +$40 +1 +0%
MSWM
310
Mowery & Schoenfeld Wealth Management
Illinois
$159K – – –
RFA
311
Register Financial Advisors
Georgia
$156K +$80.2K +1,993 +106%
CIR
312
Clear Investment Research
Georgia
$150K +$48.4K +1,202 +48%
CJ
313
Caitlin John
Michigan
$148K +$148K +3,672 New
JHCP
314
Jackson Hole Capital Partners
Oklahoma
$139K – – –
GWSG
315
GPS Wealth Strategies Group
Colorado
$133K +$3.22K +80 +2%
BlackRock
316
BlackRock
New York
$130K -$5.67K -141 -4%
ACA
317
Atlas Capital Advisors
Wyoming
$129K – – –
VWWMG
318
Vermillion & White Wealth Management Group
Pennsylvania
$128K – – –
FC
319
Fairscale Capital
New Hampshire
$126K +$126K +2,969 New
TWP
320
Triad Wealth Partners
Kansas
$123K +$123K +3,045 New
Jones Financial Companies
321
Jones Financial Companies
Missouri
$116K +$116K +2,880 New
TF
322
Tompkins Financial
New York
$109K – – –
LFASL
323
Lugano Financial Advisors SA (LFA)
Switzerland
$108K -$12.4K -308 -10%
PA
324
PSI Advisors
Florida
$105K – – –
HR
325
Howe & Rusling
New York
$103K +$103K +2,560 New
11 12
13
14 15