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

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$710M
2
PP
2
Prudential plc
United Kingdom
$404M
3
WWM
3
Western Wealth Management
Colorado
$17.3M
4
PI
4
PFS Investments
Georgia
$14.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Angeles Wealth Management
California
$15.4M +$1.14M +28,757 +8%
SPIA
27
Strategic Point Investment Advisors
Rhode Island
$15.3M +$187K +4,735 +1%
PI
28
PFS Investments
Georgia
$14.7M -$17.2M -433,489 -54%
SAS
29
Sage Advisory Services
Texas
$14.6M -$353K -8,908 -2%
CL
30
COWA LLC
Oklahoma
$12.1M +$1.1M +27,597 +10%
GRP
31
Global Retirement Partners
California
$11.9M +$11.6M +292,773 +3,732%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.1M +$886K +22,383 +9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$10.7M +$722K +18,239 +7%
HAFS
34
Hapanowicz & Associates Financial Services
Pennsylvania
$10.7M +$10.7M +269,372 New
RJA
35
Raymond James & Associates
Florida
$10.6M -$779K -19,694 -7%
NWM
36
NEIRG Wealth Management
Massachusetts
$10.5M +$1.23M +31,123 +13%
SMG
37
Smart Money Group
Texas
$10.3M +$1.74M +44,078 +20%
CFP
38
Curran Financial Partners
South Carolina
$10.2M +$1.09M +27,433 +12%
PWS
39
Peterson Wealth Services
Utah
$9.75M +$9.75M +246,310 New
FHB
40
First Hawaiian Bank
Hawaii
$9.46M – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$9.31M +$2.55M +64,387 +38%
AllianceBernstein
42
AllianceBernstein
Tennessee
$9.02M +$9.02M +227,952 New
GI
43
Gradient Investments
Minnesota
$8.48M -$4.76M -120,354 -36%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.34M -$101K -2,558 -1%
JFG
45
Jefferies Financial Group
New York
$8.19M +$8.19M +206,986 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$7.49M +$5.4M +136,529 +259%
SP
47
SWS Partners
Ohio
$7.15M -$296K -7,486 -4%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$7.12M +$1.27M +32,095 +22%
KFP
49
Keystone Financial Planning
Ohio
$6.86M +$84.7K +2,141 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$6.47M +$6.14M +155,150 +1,856%
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