SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$218M
2
LPL Financial
LPL Financial
California
$141M
3
BB
Bell Bank
North Dakota
$20.1M
4
AF
Allworth Financial
California
$22.1M
5
Wells Fargo
Wells Fargo
California
$70.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$710M
2
PP
Prudential plc
United Kingdom
$404M
3
WWM
Western Wealth Management
Colorado
$17.3M
4
PI
PFS Investments
Georgia
$14.7M
5
MML Investors Services
MML Investors Services
Massachusetts
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
401
Matthew Hamilton Rosenberg
$9.02K – – –
HWA
402
HHM Wealth Advisors
Tennessee
$8.71K – – –
SCA
403
Stonebridge Capital Advisors
Minnesota
$8.65K +$79 +2 +0.9%
SIC
404
Salem Investment Counselors
North Carolina
$7.91K – – –
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84K – – –
KFI
406
Key Financial Inc
Pennsylvania
$7.09K – – –
VF
407
VitalStone Financial
Texas
$5K +$5K +130 New
CIR
408
Clear Investment Research
Georgia
$4K – – –
WT
409
Whittier Trust
California
$4K – – –
EWA
410
EverSource Wealth Advisors
Alabama
$3.96K +$3.96K +100 New
SMA
411
Sage Mountain Advisors
Georgia
$3.2K -$413K -10,450 -99%
CG
412
Cutler Group
California
$3K -$6K -200 -67%
HFS
413
Hantz Financial Services
Michigan
$2K +$2K +48 New
FGAM
414
Financial Gravity Asset Management
Texas
$1.61K -$13 -335 -0.8%
HR
415
Howe & Rusling
New York
$1.07K – – –
HCP
416
Hexagon Capital Partners
Arkansas
$1.04K – – –
EWM
417
Evermay Wealth Management
Virginia
$871 +$871 +22 New
IFAM
418
Institutional & Family Asset Management
Colorado
$846 +$483 +12 +133%
CA
419
Crewe Advisors
Utah
$475 +$237 +6 +100%
AWM
420
Abound Wealth Management
Tennessee
$396 – – –
AWM
421
Avior Wealth Management
Nebraska
$395 +$395 +10 New
HNB
422
Huntington National Bank
Ohio
$79 – – –
BTWM
423
Baker Tilly Wealth Management
Wisconsin
– -$4.21M -118,755 Closed
TC
424
TownSquare Capital
Utah
– -$3.39M -95,500 Closed
CWG
425
Cornerstone Wealth Group
North Carolina
– -$2.16M -60,837 Closed
14 15 16
17
18