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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
Prudential plc
United Kingdom
$834M
2
Ameriprise
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
Morgan Stanley
New York
$158M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
Bank of America
North Carolina
$130M
4
LPL Financial
LPL Financial
California
$105M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
351
Clearstead Trust
Maine
$52.4K – – –
CPA
352
Clear Point Advisors
New York
$51.8K +$51.8K +1,321 New
BWP
353
Baldwin Wealth Partners
Massachusetts
$50.5K – – –
JWA
354
JFS Wealth Advisors
Pennsylvania
$47.6K -$15.9K -405 -25%
TCOV
355
Trust Company of Vermont
Vermont
$45.5K – – –
TAM
356
Townsend Asset Management
North Carolina
$44.5K +$588 +15 +1%
CTC
357
Central Trust Company
Missouri
$43.1K +$43.1K +1,100 New
NFSG
358
Newbridge Financial Services Group
Florida
$42.4K +$4.16K +106 +11%
RCM
359
Rain Capital Management
Oregon
$42.1K +$588 +15 +1%
PS
360
Principal Securities
Iowa
$41.2K +$41.2K +1,052 New
AWM
361
Angeles Wealth Management
California
$38.1K – – –
CAM
362
Creekmur Asset Management
Illinois
$37.2K +$37.2K +950 New
SFC
363
SYM Financial Corp
Indiana
$36.7K +$36.7K +937 New
NECFA
364
New England Capital Financial Advisors
Connecticut
$36.5K – – –
SMA
365
Sage Mountain Advisors
Georgia
$36.3K +$33.1K +845 +1,043%
SIS
366
Sound Income Strategies
Florida
$32.4K +$24.7K +630 +321%
WP
367
WealthShield Partners
North Carolina
$31.6K -$31.3K -800 -50%
NS
368
NBC Securities
Alabama
$28K -$70.4K -1,798 -72%
CSC
369
Caldwell Sutter Capital
California
$25.7K – – –
GT
370
Glenmede Trust
Pennsylvania
$25.2K – – –
HBW
371
Hazlett, Burt & Watson
West Virginia
$24K – – –
SIC
372
Salem Investment Counselors
North Carolina
$23.5K -$5.88K -150 -20%
ACA
373
American Capital Advisory
Idaho
$22.1K +$22.1K +563 New
MSWM
374
McGlone Suttner Wealth Management
Wisconsin
$21.6K +$21.6K +551 New
FFA
375
Founders Financial Alliance
North Carolina
$21.1K +$313 +8 +2%
13 14
15
16 17