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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
LPL Financial
LPL Financial
California
$120M
3
Wells Fargo
Wells Fargo
California
$31.9M
4
PP
Prudential plc
United Kingdom
$874M
5
Citigroup
Citigroup
New York
$8.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$55.9M
2
FGAM
Financial Gravity Asset Management
Texas
$19.7M
3
SPIA
Strategic Point Investment Advisors
Rhode Island
$0
4
UBS Group
UBS Group
Switzerland
$29.7M
5
CL
COWA LLC
Oklahoma
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Angeles Wealth Management
California
$34.6K -$4.89K -120 -12%
CA
352
Crewe Advisors
Utah
$34.4K +$33.6K +826 +4,347%
WP
353
WealthShield Partners
North Carolina
$29.2K -$3.66K -90 -11%
NS
354
NBC Securities
Alabama
$29K +$201 +5 +0.7%
PA
355
Pineridge Advisors
Missouri
$26.4K -$38K -933 -59%
GT
356
Glenmede Trust
Pennsylvania
$26.2K – – –
VAG
357
VisionPoint Advisory Group
Texas
$25.2K +$19.1K +470 +313%
HBW
358
Hazlett, Burt & Watson
West Virginia
$25K – – –
SIC
359
Salem Investment Counselors
North Carolina
$24.4K – – –
ACA
360
American Capital Advisory
Idaho
$21.7K +$304 +8 +1%
CFGS
361
Concourse Financial Group Securities
Alabama
$20.7K – – –
FIM
362
Fernwood Investment Management
Massachusetts
$20.4K +$20.4K +500 New
TSWM
363
Tyler-Stone Wealth Management
Ohio
$20.4K +$20.4K +500 New
AWM
364
Avior Wealth Management
Nebraska
$20.1K +$20.1K +494 New
CFO
365
CVA Family Office
Colorado
$18.8K – – –
CFD
366
Creative Financial Designs
Indiana
$17.3K – – –
RG
367
Retirement Group
California
$16.3K -$2.61K -64 -14%
HI
368
Hoey Investments
Pennsylvania
$16.3K – – –
LF
369
LifeSteps Financial
California
$15.6K +$15.6K +384 New
AWM
370
Ameliora Wealth Management
Switzerland
$14.2K – – –
CSC
371
Caldwell Sutter Capital
California
$14K -$12.7K -312 -48%
FFWA
372
FRG Family Wealth Advisors
Washington
$13.2K +$13.2K +335 New
AIM
373
Arcadia Investment Management
Michigan
$12.2K – – –
GI
374
Gradient Investments
Minnesota
$11.8K -$60.2K -1,480 -84%
ME
375
McIlrath & Eck
Washington
$11.6K -$4.76K -117 -29%
13 14
15
16 17