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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$51.4M
2
AF
Allworth Financial
California
+$6.08M
3
Jane Street
Jane Street
New York
+$3.23M
4
PAG
Private Advisor Group
New Jersey
+$2.79M
5
VVP
Venture Visionary Partners
Ohio
+$2.75M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$156M
2
PIM
Parker Investment Management
California
-$86.7M
3
Bank of America
Bank of America
North Carolina
-$63.1M
4
EWA
EP Wealth Advisors
California
-$33.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
401
Valley National Advisers
Pennsylvania
$2K +$2K +29 New
IFAM
402
Institutional & Family Asset Management
Colorado
$1.11K – – –
HR
403
Howe & Rusling
New York
$1K +$1K +27 New
EWM
404
Evermay Wealth Management
Virginia
$965 – – –
CA
405
Crewe Advisors
Utah
$684 – – –
AWM
406
Abound Wealth Management
Tennessee
$371 – – –
ME
407
McIlrath & Eck
Washington
$148 – – –
HNB
408
Huntington National Bank
Ohio
$74 -$76 – –
PIM
409
Parker Investment Management
California
– -$86.7M -2,282,719 Closed
PPWP
410
Proquility Private Wealth Partners
Nevada
– -$2.25M -2,253,576 Closed
FBB
411
Fulton Breakefield Broenniman
Maryland
– -$16.8M -441,894 Closed
PCM
412
Piedmont Capital Management
Montana
– -$5.44M -144,248 Closed
RWA
413
Redhawk Wealth Advisors
Minnesota
– -$2.76M -72,695 Closed
HG
414
Herbst Group
Connecticut
– -$2.55M -67,052 Closed
Two Sigma Advisers
415
Two Sigma Advisers
New York
– -$1.95M -51,300 Closed
MCC
416
Money Concepts Capital
Florida
– -$640K -47,790 Closed
DACG
417
Donor Advised Charitable Giving
California
– -$924K -24,326 Closed
BB
418
Bell Bank
North Dakota
– -$890K -23,412 Closed
SS
419
Simplicity Solutions
Minnesota
– -$795K -20,925 Closed
MGIA
420
Moneta Group Investment Advisors
Missouri
– -$573K -15,070 Closed
AWE
421
Avidian Wealth Enterprises
Texas
– -$447K -11,763 Closed
FTS
422
Fifth Third Securities
Ohio
– -$443K -11,658 Closed
TFA
423
Teamwork Financial Advisors
Texas
– -$405K -10,653 Closed
FA
424
Flagstar Advisors
New York
– -$354K -9,329 Closed
BAM
425
Belpointe Asset Management
Nevada
– -$342K -8,998 Closed
14 15 16
17
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