SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

352 hedge funds and large institutions have $2.49B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
166
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.1M
Net Calls Change
+$370K

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$257M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$68.3M
3
MYLI
3
Meiji Yasuda Life Insurance
Japan
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$61.6M
5
Bank of America
5
Bank of America
North Carolina
$63.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$801K
2
PP
2
Prudential plc
United Kingdom
$932M
3
PPWP
3
Proquility Private Wealth Partners
Nevada
$0
4
ACM
4
Advisors Capital Management
New Jersey
$293K
5
EFS
5
Econ Financial Services
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
76
Laurel Wealth Planning
Minnesota
$2.83M +$2.83M +64,437 New
TPW
77
Tiller Private Wealth
Pennsylvania
$2.79M -$2.76M -62,830 -50%
JG
78
Jefferies Group
New York
$2.71M +$2.71M +61,570 New
HG
79
Herbst Group
Connecticut
$2.61M +$2.61M +59,386 New
LWA
80
Lenox Wealth Advisors
New York
$2.58M – – –
BW
81
Bison Wealth
Georgia
$2.58M +$517K +11,757 +25%
Truist Financial
82
Truist Financial
North Carolina
$2.48M +$145K +3,305 +6%
CA
83
CGN Advisors
Kansas
$2.48M -$73.5K -1,673 -3%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$2.44M +$240K +5,463 +11%
OC
85
Oarsman Capital
Wisconsin
$2.43M +$360K +8,190 +17%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$2.41M +$907K +20,650 +60%
EFG
87
Erickson Financial Group
Pennsylvania
$2.36M -$2.04M -46,316 -46%
IWN
88
Independent Wealth Network
Iowa
$2.35M +$49K +1,116 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.34M +$828K +18,844 +55%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$2.28M +$1.54K +35 +0.1%
TFA
91
Tobias Financial Advisors
Florida
$2.27M +$2.27M +51,739 New
KWM
92
Kingsview Wealth Management
Oregon
$2.26M +$1.83M +41,600 +420%
WAS
93
Wealth Advisory Solutions
Indiana
$2.26M +$2.26M +51,422 New
V
94
Veritable
Delaware
$2.25M +$25.4K +578 +1%
AIM
95
Aspen Investment Management
Michigan
$2.25M +$1.42M +32,287 +170%
SWP
96
Stratos Wealth Partners
Ohio
$2.24M +$431K +9,798 +24%
BRWM
97
B. Riley Wealth Management
Tennessee
$2.16M +$500K +11,377 +30%
Creative Planning
98
Creative Planning
Kansas
$2.14M -$577K -13,124 -21%
BB
99
Bell Bank
North Dakota
$2.11M -$2.06M -46,903 -49%
TCM
100
Towercrest Capital Management
Pennsylvania
$2.06M +$430K +9,789 +26%
2 3
4
5 6