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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$645M
2
EWA
2
EP Wealth Advisors
California
$116M
3
PIM
3
Parker Investment Management
California
$86.7M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$274M
5
CL
5
COWA LLC
Oklahoma
$8.04M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$19.4M
2
AI
2
Atria Investments
North Carolina
$0
3
FCB
3
First Command Bank
Texas
$80.3M
4
FCFS
4
First Command Financial Services
Texas
$80.3M
5
BB
5
Bell Bank
North Dakota
$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$14.6M -$2.03M -53,551 -12%
NWM
27
NEIRG Wealth Management
Massachusetts
$14M +$3.91M +102,823 +39%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.8M -$5.39M -141,846 -28%
BW
29
BIP Wealth
Georgia
$13.6M +$13.6M +357,403 New
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$13.2M -$5.68M -149,538 -30%
RJA
31
Raymond James & Associates
Florida
$11.8M +$1.61M +42,394 +16%
PAG
32
Private Advisor Group
New Jersey
$11.7M +$1.43M +37,528 +14%
CFP
33
Curran Financial Partners
South Carolina
$11.2M +$1.4M +36,715 +14%
AllianceBernstein
34
AllianceBernstein
Tennessee
$11.1M +$2.41M +63,365 +28%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$10.8M +$527K +13,861 +5%
HAFS
36
Hapanowicz & Associates Financial Services
Pennsylvania
$10.4M +$161K +4,245 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$10.3M -$439K -11,544 -4%
GRP
38
Global Retirement Partners
California
$9.68M -$1.37M -37,272 -12%
FHB
39
First Hawaiian Bank
Hawaii
$8.15M -$926K -24,374 -10%
CL
40
COWA LLC
Oklahoma
$8.04M +$7.5M +4,250,145 +1,407%
JFG
41
Jefferies Financial Group
New York
$8.01M +$142K +3,742 +2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$7.84M +$1M +26,419 +15%
GI
43
Gradient Investments
Minnesota
$7.73M -$411K -10,809 -5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$7.33M +$3.96M +104,264 +118%
SP
45
SWS Partners
Ohio
$7.17M +$305K +8,026 +4%
Truist Financial
46
Truist Financial
North Carolina
$6.81M +$763K +20,091 +13%
KFP
47
Keystone Financial Planning
Ohio
$6.73M +$146K +3,836 +2%
GB
48
Gunma Bank
Japan
$6.5M +$1.37M +36,000 +27%
EH
49
Equitable Holdings
New York
$6.03M +$947K +24,933 +19%
AIA
50
Angeles Investment Advisors
California
$5.89M – – –
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