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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

429 hedge funds and large institutions have $1.93B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+21
Holders Change %
+5.15%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
61
Increased
165
Reduced
113
Closed
33
Calls
$2.84M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.7M
2
AIA
Angeles Investment Advisors
California
$11M
3
WC
Waterloo Capital
Texas
$12.6M
4
Wells Fargo
Wells Fargo
California
$33.4M
5
RJA
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$39.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$441K
3
SFC
Strategic Financial Concepts
Texas
$261K
4
GS
GTS Securities
New York
$0
5
EFG
Erickson Financial Group
Pennsylvania
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
301
Transform Wealth
Colorado
$246K – – –
CF
302
Centaurus Financial
California
$244K +$684 +15 +0.3%
OIA
303
Optimum Investment Advisors
Illinois
$244K -$13.7K -300 -5%
AL
304
ACAS LLC
California
$238K – – –
GL
305
Graypoint LLC
New York
$238K – – –
TVAMP
306
Tennessee Valley Asset Management Partners
Tennessee
$238K -$48.1K -1,054 -17%
LFG
307
Larson Financial Group
Missouri
$237K -$2.01K -44 -0.8%
PIA
308
Perennial Investment Advisors
California
$236K -$6.85K -150 -3%
PIAS
309
PCA Investment Advisory Services
Ohio
$236K -$14.2K -310 -6%
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$236K -$15.1K -338 -6%
BMWM
311
Brown Miller Wealth Management
Virginia
$232K +$232K +5,084 New
BIP
312
Blueprint Investment Partners
North Carolina
$232K +$232K +5,080 New
FHC
313
First Heartland Consultants
Missouri
$229K +$229K +5,015 New
LF
314
Lee Financial
Texas
$228K -$1.64K -36 -0.7%
NP
315
Nilsine Partners
Colorado
$224K +$224K +4,902 New
RPCONE
316
Retirement Planning Company of New England
Rhode Island
$221K +$221K +4,836 New
APW
317
Aurora Private Wealth
New Jersey
$217K +$217K +4,744 New
AWM
318
Accel Wealth Management
Iowa
$217K +$217K +4,750 New
IC
319
Inscription Capital
Texas
$215K +$215K +4,701 New
NRI
320
NFP Retirement Inc
California
$214K +$214K +4,692 New
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$214K -$129K -2,832 -38%
C
322
CEDRUS
Colorado
$214K +$214K +4,680 New
YIH
323
Y-Intercept (HK)
Hong Kong
$213K +$213K +4,672 New
CWM
324
Collaborative Wealth Management
Florida
$213K -$43.1K -944 -17%
CA
325
Claro Advisors
Massachusetts
$209K +$209K +4,586 New
11 12
13
14 15