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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 %
WIC
326
Woodmont Investment Counsel
Tennessee
$208K +$208K +4,558 New
GRP
327
Global Retirement Partners
California
$205K -$60.4K -1,322 -23%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$205K +$205K +4,494 New
PIA
329
Panoramic Investment Advisors
Colorado
$204K +$204K +4,475 New
BCP
330
Berkeley Capital Partners
Georgia
$202K +$202K +4,433 New
JSW
331
Journey Strategic Wealth
New Jersey
$202K +$202K +4,428 New
ACM
332
Advisors Capital Management
New Jersey
$201K +$201K +4,406 New
PA
333
Parallel Advisors
California
$190K -$481K -10,545 -72%
CJ
334
Caitlin John
Michigan
$188K +$20.3K +444 +12%
MRCM
335
M&R Capital Management
New Jersey
$186K +$320 +7 +0.2%
CIR
336
Clear Investment Research
Georgia
$184K +$13.8K +302 +8%
RFA
337
Register Financial Advisors
Georgia
$184K +$7.08K +155 +4%
MSWM
338
Mowery & Schoenfeld Wealth Management
Illinois
$180K – – –
GWSG
339
GPS Wealth Strategies Group
Colorado
$159K +$8.31K +182 +6%
JHCP
340
Jackson Hole Capital Partners
Oklahoma
$158K – – –
ACA
341
Atlas Capital Advisors
Wyoming
$146K – – –
VWWMG
342
Vermillion & White Wealth Management Group
Pennsylvania
$145K – – –
FC
343
Fairscale Capital
New Hampshire
$136K – – –
TWC
344
TD Waterhouse Canada
Ontario, Canada
$131K +$19.3K +426 +17%
TF
345
Tompkins Financial
New York
$123K – – –
PA
346
PSI Advisors
Florida
$119K – – –
LFASL
347
Lugano Financial Advisors SA (LFA)
Switzerland
$110K -$13.1K -288 -11%
CHC
348
City Holding Co
West Virginia
$109K -$7.21K -158 -6%
NSIM
349
North Star Investment Management
Illinois
$107K – – –
FWM
350
FSA Wealth Management
Massachusetts
$91.4K +$91.4K +2,001 New
12 13
14
15 16