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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 %
CWM
326
Cornerstone Wealth Management
Missouri
$229K -$16.8K -389 -7%
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$229K +$43 +1 +0%
MWM
328
MFG Wealth Management
Indiana
$227K +$227K +5,244 New
GL
329
Graypoint LLC
New York
$225K – – –
PIA
330
Perennial Investment Advisors
California
$224K +$821 +19 +0.4%
BRWA
331
B. Riley Wealth Advisors
Florida
$222K -$535K -12,369 -71%
BMWM
332
Brown Miller Wealth Management
Virginia
$220K – – –
CFS
333
Coordinated Financial Services
Colorado
$215K +$215K +4,966 New
NP
334
Nilsine Partners
Colorado
$212K – – –
AIA
335
AssuredPartners Investment Advisors
Florida
$211K +$211K +4,889 New
RPCONE
336
Retirement Planning Company of New England
Rhode Island
$211K +$1.9K +44 +0.9%
FGA
337
Fortis Group Advisors
New Jersey
$210K -$24.2K -560 -10%
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$208K -$475K -11,010 -70%
AWM
339
Accel Wealth Management
Iowa
$206K +$1.04K +24 +0.5%
Northern Trust
340
Northern Trust
Illinois
$206K +$206K +4,758 New
NRI
341
NFP Retirement Inc
California
$205K +$2.59K +60 +1%
MOS
342
MGO One Seven
Ohio
$205K +$205K +4,732 New
MWM
343
Mascagni Wealth Management
Mississippi
$203K +$203K +4,595 New
ARC
344
Advisor Resource Council
Texas
$203K +$203K +4,690 New
AF
345
Apollon Financial
South Carolina
$202K +$202K +4,679 New
OC
346
Oppenheimer & Co
New York
$202K +$202K +4,667 New
CWM
347
Collaborative Wealth Management
Florida
$200K -$1.38K -32 -0.7%
CJ
348
Caitlin John
Michigan
$174K -$3.5K -81 -2%
CIR
349
Clear Investment Research
Georgia
$174K – – –
MSWM
350
Mowery & Schoenfeld Wealth Management
Illinois
$171K – – –
12 13
14
15 16