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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
Prudential plc
United Kingdom
$834M
2
Ameriprise
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
Morgan Stanley
New York
$158M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
Bank of America
North Carolina
$130M
4
LPL Financial
LPL Financial
California
$105M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
401
Joseph Group Capital Management
Ohio
$5.88K +$5.88K +150 New
MSG
402
Main Street Group
Virginia
$4.3K +$4.3K +109 New
WT
403
Whittier Trust
California
$3.96K – – –
EWA
404
EverSource Wealth Advisors
Alabama
$3.92K – – –
HCP
405
Hexagon Capital Partners
Arkansas
$3.14K +$78 +2 +3%
HFS
406
Hantz Financial Services
Michigan
$2K +$39 +1 +2%
CPG
407
Custom Portfolio Group
Colorado
$1.92K +$1.92K +49 New
FFL
408
Financial Freedom LLC
Ohio
$1.58K +$1.58K +40 New
FA
409
Financial Avengers
California
$1.57K – – –
TRCT
410
Tower Research Capital (TRC)
New York
$1.22K -$556K -14,188 -100%
IFAM
411
Institutional & Family Asset Management
Colorado
$1.21K +$39 +1 +3%
EWM
412
Evermay Wealth Management
Virginia
$1.02K – – –
VNA
413
Valley National Advisers
Pennsylvania
$1K – – –
CA
414
Crewe Advisors
Utah
$742 – – –
PWMG
415
Private Wealth Management Group
New Jersey
$704 +$704 +18 New
BA
416
Ballast Advisors
Minnesota
$432 -$92.7K -2,361 -100%
NMM
417
Naples Money Management
Florida
$426 +$426 +11 New
AWM
418
Abound Wealth Management
Tennessee
$392 – – –
HNB
419
Huntington National Bank
Ohio
$78 -$70 – –
SAS
420
Sage Advisory Services
Texas
– -$15.6M -444,725 Closed
Bank of New York Mellon
421
Bank of New York Mellon
New York
– -$13.4M -381,835 Closed
HWP
422
Hibernia Wealth Partners
Louisiana
– -$5.85M -166,719 Closed
AIA
423
Angeles Investment Advisors
California
– -$4.98M -142,000 Closed
AFP
424
Ausdal Financial Partners
Iowa
– -$4.29M -122,202 Closed
FA
425
FDx Advisors
Illinois
– -$3.03M -86,499 Closed
15 16
17
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