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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
+$182M
2
Ameriprise
Ameriprise
Minnesota
+$74.1M
3
Morgan Stanley
Morgan Stanley
New York
+$55.3M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$36.4M
5
FGAM
Financial Gravity Asset Management
Texas
+$12.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$26M
2
HWA
Heartwood Wealth Advisors
Virginia
-$23.4M
3
Bank of America
Bank of America
North Carolina
-$22.6M
4
LPL Financial
LPL Financial
California
-$18M
5
SAS
Sage Advisory Services
Texas
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
426
Bridgecreek Investment Management
Oklahoma
– -$2.4M -68,500 Closed
HF
427
HRT Financial
New York
– -$2.18M -62,032 Closed
PIA
428
Powell Investment Advisors
Florida
– -$871K -24,847 Closed
LIA
429
LBMC Investment Advisors
Tennessee
– -$829K -24,426 Closed
B
430
Bellecapital
Switzerland
– -$822K -23,435 Closed
WC
431
Wexford Capital
Florida
– -$474K -13,511 Closed
FC
432
Financial Consulate
Maryland
– -$440K -12,547 Closed
FFW
433
Fusion Family Wealth
New York
– -$409K -11,671 Closed
ECG
434
Edge Capital Group
Georgia
– -$407K -11,611 Closed
WA
435
Wambolt & Associates
Colorado
– -$393K -11,457 Closed
AC
436
Apella Capital
Connecticut
– -$330K -9,415 Closed
SPC
437
Sigma Planning Corp
Michigan
– -$325K -9,281 Closed
FIS
438
Fischer Investment Strategies
California
– -$322K -9,171 Closed
PWM
439
Perigon Wealth Management
California
– -$290K -8,260 Closed
AIM
440
Aspen Investment Management
Michigan
– -$285K -8,149 Closed
DWM
441
Destination Wealth Management
California
– -$275K -7,837 Closed
AWAG
442
ARS Wealth Advisors Group
Florida
– -$236K -6,727 Closed
VBFP
443
Valtinson Bruner Financial Planning
Minnesota
– -$230K -6,561 Closed
MFG
444
Merit Financial Group
Georgia
– -$227K -6,479 Closed
SWA
445
Stratos Wealth Advisors
Ohio
– -$221K -6,312 Closed
RFA
446
Resurgent Financial Advisors
Georgia
– -$110K -3,150 Closed
JWM
447
Janiczek Wealth Management
Colorado
– -$84.2K -2,401 Closed
RFA
448
Register Financial Advisors
Georgia
– -$63.8K -1,820 Closed
APC
449
Aspire Private Capital
North Carolina
– -$45K -1,284 Closed
S
450
SignatureFD
Georgia
– -$39.3K -1,121 Closed
15 16 17
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