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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 %
SAI
51
Systematic Alpha Investments
New Jersey
$5.61M – – –
PCM
52
Piedmont Capital Management
Montana
$5.44M +$203K +5,389 +4%
Stifel Financial
53
Stifel Financial
Missouri
$5.21M +$619K +16,294 +13%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$5.09M -$2.1M -55,260 -29%
GCA
55
Genesee Capital Advisors
New York
$5.03M +$58K +1,525 +1%
Creative Planning
56
Creative Planning
Kansas
$5.01M -$48.7K -1,281 -1%
CRC
57
Curi RMB Capital
Illinois
$4.85M – – –
EFG
58
Erickson Financial Group
Pennsylvania
$4.72M +$136K +3,590 +3%
1WM
59
1900 Wealth Management
Texas
$4.52M +$191K +4,998 +4%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$4.33M -$4.61M -121,266 -52%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.26M -$794K -20,883 -16%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$4.24M +$792K +20,834 +23%
Mariner
63
Mariner
Kansas
$4.14M +$2.11M +55,560 +104%
Wealthfront Advisers
64
Wealthfront Advisers
California
$4.1M +$150K +3,938 +4%
RFN
65
RDA Financial Network
Iowa
$4.09M -$188K -4,958 -4%
FPB
66
First PREMIER Bank
South Dakota
$3.99M +$18.7K +492 +0.5%
XF
67
XML Financial
Maryland
$3.9M +$487K +12,826 +14%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.86M +$223K +5,861 +6%
FA
69
FDx Advisors
Illinois
$3.78M – – –
Lido Advisors
70
Lido Advisors
California
$3.6M +$766K +20,145 +27%
CA
71
Calton & Associates
Florida
$3.56M +$127K +3,349 +4%
GWP
72
Gateway Wealth Partners
Wisconsin
$3.49M -$66.4K -1,747 -2%
PAS
73
Park Avenue Securities
New York
$3.48M +$294K +7,736 +9%
SPW
74
Sonoma Private Wealth
California
$3.45M +$74.5K +1,960 +2%
CAN
75
Cetera Advisor Networks
California
$3.43M +$121K +3,183 +4%
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3
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