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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$118M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$12.2M
3
CM
3
Cercano Management
Washington
$9.42M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$9.22M
5
WIM
5
WealthPlan Investment Management
Nebraska
$13.4M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$16.4M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$0
4
FCAS
4
First Command Advisory Services
Texas
$33.6M
5
CA
5
CoreCap Advisors
Michigan
$84.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
301
Capital Asset Advisory Services
Michigan
$276K +$43 +1 +0%
AWM
302
Axxcess Wealth Management
California
$275K +$43 +1 +0%
AL
303
ACAS LLC
California
$272K +$43.8K +1,000 +19%
AWM
304
AllSquare Wealth Management
New York
$267K +$19.7K +455 +8%
BBWP
305
Beacon Bridge Wealth Partners
Pennsylvania
$267K -$4.71K -109 -2%
MW
306
Maia Wealth
Colorado
$266K +$266K +5,957 New
EWM
307
Evercore Wealth Management
New York
$258K – – –
WT
308
Whittier Trust
California
$253K – – –
MWAM
309
Manhattan West Asset Management
California
$250K +$250K +5,779 New
WA
310
WBH Advisory
Maryland
$250K – – –
AIP
311
Ameritas Investment Partners
Nebraska
$250K +$1.21K +28 +0.5%
OPS
312
Orion Portfolio Solutions
Nebraska
$249K +$249K +5,753 New
BCI
313
Brinker Capital Investments
Pennsylvania
$249K +$249K +5,753 New
KPWS
314
Kestra Private Wealth Services
Texas
$248K -$993K -22,967 -80%
SFFS
315
Stonehage Fleming Financial Services
Jersey
$246K +$246K +5,700 New
CBT
316
Crews Bank & Trust
Florida
$245K +$245K +5,665 New
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$243K – – –
CIAS
318
Capital Investment Advisory Services
North Carolina
$242K +$1.04K +24 +0.4%
CSP
319
Cary Street Partners
Virginia
$238K +$238K +5,502 New
SXL
320
Summit X LLC
Missouri
$237K +$237K +5,488 New
AWM
321
Alterna Wealth Management
Texas
$233K – – –
TW
322
Transform Wealth
Colorado
$233K – – –
CF
323
Centaurus Financial
California
$232K +$864 +20 +0.4%
OIA
324
Optimum Investment Advisors
Illinois
$231K – – –
GWSG
325
GPS Wealth Strategies Group
Colorado
$230K +$79K +1,827 +52%
11 12
13
14 15