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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

408 hedge funds and large institutions have $1.67B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
34
Increased
138
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.9M
3
GS
GTS Securities
New York
$11.2M
4
DWM
Dakota Wealth Management
Florida
$6.08M
5
CL
COWA LLC
Oklahoma
$10.2M

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
AF
Allworth Financial
California
$2.53M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$209K
4
FGAM
Financial Gravity Asset Management
Texas
$10.6M
5
Wells Fargo
Wells Fargo
California
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
376
SOA Wealth Advisors
New York
$10.1K – – –
CIA
377
Cape Investment Advisory
Georgia
$9.86K +$161 +4 +2%
GI
378
Gradient Investments
Minnesota
$9.58K -$2.09K -52 -18%
CWM
379
Cedar Wealth Management
California
$9.05K +$4.02K +100 +80%
SMA
380
Sage Mountain Advisors
Georgia
$8.69K – – –
FRA
381
Front Row Advisors
California
$8.05K -$1.45K -36 -15%
KFI
382
Key Financial Inc
Pennsylvania
$8.05K – – –
SIS
383
Sound Income Strategies
Florida
$7.89K – – –
SRCM
384
Signature Resources Capital Management
California
$7.85K – – –
AF
385
Advisornet Financial
Minnesota
$6.24K – – –
HWA
386
HHM Wealth Advisors
Tennessee
$5.35K -$3.5K -87 -40%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$5.15K +$5.11K +127 +12,700%
MSG
388
Main Street Group
Virginia
$4.49K +$79 +2 +2%
LIA
389
Lynx Investment Advisory
District of Columbia
$4.22K +$4.22K +105 New
HFS
390
Hantz Financial Services
Michigan
$2K +$38 +1 +2%
CPG
391
Custom Portfolio Group
Colorado
$1.97K – – –
FFL
392
Financial Freedom LLC
Ohio
$1.65K – – –
CFD
393
Creative Financial Designs
Indiana
$1.29K -$15.8K -393 -92%
IFAM
394
Institutional & Family Asset Management
Colorado
$1.27K +$40 +1 +3%
EWM
395
Evermay Wealth Management
Virginia
$1.05K – – –
VNA
396
Valley National Advisers
Pennsylvania
$1K +$32 +1 +3%
CA
397
Crewe Advisors
Utah
$778 -$33.8K -826 -98%
BA
398
Ballast Advisors
Minnesota
$453 – – –
NMM
399
Naples Money Management
Florida
$444 – – –
HGA
400
Hobbs Group Advisors
South Carolina
$443 +$443 +11 New
14 15
16
17 18