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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.

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

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
LPL Financial
4
LPL Financial
California
$105M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$10.5M +$6.08M +155,215 +138%
Citadel Advisors
27
Citadel Advisors
Florida
$9.63M +$9.63M +245,828 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$8.5M -$1.45M -37,113 -15%
BW
29
BIP Wealth
Georgia
$8.44M -$1.86M -47,575 -18%
FHB
30
First Hawaiian Bank
Hawaii
$8.4M – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$8.18M -$1.42M -36,282 -15%
RJA
32
Raymond James & Associates
Florida
$7.75M -$29.3K -747 -0.4%
SP
33
SWS Partners
Ohio
$7.67M +$108K +2,755 +1%
KFP
34
Keystone Financial Planning
Ohio
$7.57M +$253K +6,445 +3%
Wealthfront Advisers
35
Wealthfront Advisers
California
$6.6M +$2.04M +52,013 +45%
WP
36
WealthPLAN Partners
Nebraska
$6.38M +$3.5M +89,254 +121%
GCA
37
Genesee Capital Advisors
New York
$6.29M +$911K +23,254 +17%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$6.29M -$563K -14,369 -8%
Truist Financial
39
Truist Financial
North Carolina
$6.26M -$93.2K -2,377 -1%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6.08M -$590K -15,067 -9%
EFG
41
Erickson Financial Group
Pennsylvania
$6.07M +$31.3K +798 +0.5%
SAI
42
Systematic Alpha Investments
New Jersey
$5.78M – – –
PAS
43
Park Avenue Securities
New York
$5.61M -$499K -12,738 -8%
GM
44
GeoWealth Management
Illinois
$5.42M +$5.42M +138,337 New
CGA
45
Crescent Grove Advisors
Illinois
$5.28M +$324K +8,261 +7%
AWM
46
AE Wealth Management
Kansas
$5.09M +$3.61M +92,508 +245%
CRC
47
Curi RMB Capital
Illinois
$5.01M – – –
PAG
48
Private Advisor Group
New Jersey
$4.98M -$6.38M -162,908 -56%
Stifel Financial
49
Stifel Financial
Missouri
$4.77M +$187K +4,766 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$4.65M -$712K -18,165 -13%
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