SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
26
NEIRG Wealth Management
Massachusetts
$12.5M -$1.2M -32,332 -9%
CL
27
COWA LLC
Oklahoma
$12.3M -$156M -4,221,013 -93%
CFP
28
Curran Financial Partners
South Carolina
$12M +$1.02M +27,407 +9%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$10.2M -$368K -9,933 -3%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$10M -$2.89M -78,022 -22%
HAFS
31
Hapanowicz & Associates Financial Services
Pennsylvania
$9.96M -$190K -5,128 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.54M -$470K -12,668 -5%
GRP
33
Global Retirement Partners
California
$8.87M -$895K -24,131 -9%
RJA
34
Raymond James & Associates
Florida
$8.16M -$3.37M -90,865 -29%
GB
35
Gunma Bank
Japan
$7.97M +$1.63M +44,000 +26%
FHB
36
First Hawaiian Bank
Hawaii
$7.95M -$8.2K -221 -0.1%
JFG
37
Jefferies Financial Group
New York
$7.83M +$11.8K +317 +0.2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.09M -$63.7K -1,718 -0.9%
SP
39
SWS Partners
Ohio
$6.94M -$60.4K -1,629 -0.9%
KFP
40
Keystone Financial Planning
Ohio
$6.91M +$342K +9,236 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.63M -$1.02M -27,511 -13%
Truist Financial
42
Truist Financial
North Carolina
$6.07M -$578K -15,586 -9%
Stifel Financial
43
Stifel Financial
Missouri
$5.73M +$647K +17,436 +13%
Wealthfront Advisers
44
Wealthfront Advisers
California
$5.64M +$1.64M +44,161 +41%
EFG
45
Erickson Financial Group
Pennsylvania
$5.57M +$964K +26,008 +21%
PAS
46
Park Avenue Securities
New York
$5.5M +$2.11M +56,800 +62%
SAI
47
Systematic Alpha Investments
New Jersey
$5.47M
AIA
48
Angeles Investment Advisors
California
$5.27M -$482K -13,000 -8%
GCA
49
Genesee Capital Advisors
New York
$4.98M +$71K +1,915 +1%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.9M +$743K +20,048 +18%