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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$149M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$339M
3
FCAS
First Command Advisory Services
Texas
$60.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$13.4M
5
Comerica Bank
Comerica Bank
Texas
$11.4M

Top Sellers

1
PP
Prudential plc
United Kingdom
$583M
2
GRP
Global Retirement Partners
California
$323K
3
Morgan Stanley
Morgan Stanley
New York
$92.3M
4
LPL Financial
LPL Financial
California
$110M
5
Wells Fargo
Wells Fargo
California
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
401
Tidal Investments
Wisconsin
– -$548K -14,784 Closed
AWA
402
Arete Wealth Advisors
Illinois
– -$413K -11,149 Closed
PWP
403
Principle Wealth Partners
Connecticut
– -$395K -10,661 Closed
NAS
404
Nicolet Advisory Services
Wisconsin
– -$315K -8,503 Closed
UCFA
405
United Capital Financial Advisors
Texas
– -$305K -8,224 Closed
Cerity Partners
406
Cerity Partners
New York
– -$276K -7,445 Closed
DS
407
DRW Securities
Illinois
– -$260K -7,017 Closed
SL
408
SWMG LLC
Texas
– -$260K -7,004 Closed
EB
409
Exchange Bank
California
– -$260K -7,000 Closed
ISWM
410
Independent Solutions Wealth Management
New York
– -$250K -6,753 Closed
RF
411
Rollins Financial
Georgia
– -$250K -6,740 Closed
PWM
412
Peterson Wealth Management
Nevada
– -$245K -6,618 Closed
OWA
413
Outlook Wealth Advisors
Texas
– -$241K -6,511 Closed
BPA
414
Beacon Pointe Advisors
California
– -$221K -5,950 Closed
DAS
415
Dynamic Advisor Solutions
Arizona
– -$220K -5,943 Closed
PFA
416
Pinnacle Family Advisors
Missouri
– -$211K -5,700 Closed
FAIM
417
Financial Advocates Investment Management
Washington
– -$209K -5,638 Closed
TW
418
Transform Wealth
Colorado
– -$209K -5,631 Closed
RIA
419
Regal Investment Advisors
Michigan
– -$208K -5,607 Closed
RPCONE
420
Retirement Planning Company of New England
Rhode Island
– -$205K -5,529 Closed
GL
421
Graypoint LLC
New York
– -$205K -5,525 Closed
AWA
422
Acorn Wealth Advisors
Michigan
– -$201K -5,426 Closed
AWM
423
Avior Wealth Management
Nebraska
– -$55.6K -1,500 Closed
FA
424
Fiduciary Alliance
South Carolina
– -$23.5K -635 Closed
CFO
425
CVA Family Office
Colorado
– -$17.2K -463 Closed
14 15 16
17
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