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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$113M
2
LPL Financial
2
LPL Financial
California
$120M
3
Wells Fargo
3
Wells Fargo
California
$31.9M
4
PP
4
Prudential plc
United Kingdom
$874M
5
Citigroup
5
Citigroup
New York
$8.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.9M
2
FGAM
2
Financial Gravity Asset Management
Texas
$19.7M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$0
4
UBS Group
4
UBS Group
Switzerland
$29.7M
5
CL
5
COWA LLC
Oklahoma
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$2.66M -$493K -12,107 -16%
WPC
77
White Pine Capital
Minnesota
$2.61M -$36.8K -935 -1%
GWM
78
Geneos Wealth Management
Colorado
$2.57M +$10.3K +253 +0.4%
Creative Planning
79
Creative Planning
Kansas
$2.57M +$9.12K +224 +0.4%
WANY
80
Wealthspire Advisors (New York)
New York
$2.36M -$249K -6,123 -10%
CP
81
Castleview Partners
Texas
$2.3M +$1.7M +41,763 +285%
SPW
82
Sonoma Private Wealth
California
$2.3M -$1.03M -25,311 -31%
WWA
83
WCG Wealth Advisors
Nevada
$2.24M +$178K +4,376 +9%
FIM
84
Freedom Investment Management
Connecticut
$2.22M -$219K -5,372 -9%
JFG
85
Jefferies Financial Group
New York
$2.21M -$1.29M -31,786 -37%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$2.13M -$62.9K -1,544 -3%
BL
87
Balentine LLC
Georgia
$2.1M -$163K -3,997 -7%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.1M -$55.7K -1,367 -3%
FA
89
Faithward Advisors
Pennsylvania
$2.06M -$33.3K -817 -2%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$2.02M -$346K -8,500 -15%
BRWA
91
B. Riley Wealth Advisors
Florida
$2M -$252K -7,191 -11%
TCM
92
Towercrest Capital Management
Pennsylvania
$1.88M +$247K +6,070 +15%
TFA
93
Tobias Financial Advisors
Florida
$1.85M -$49.4K -1,213 -3%
BW
94
Bison Wealth
Georgia
$1.84M +$4.11K +101 +0.2%
IA
95
IFG Advisory
Georgia
$1.83M +$45.9K +1,128 +3%
ACA
96
Aptus Capital Advisors
Alabama
$1.83M -$12.3K -301 -0.7%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$1.83M +$35.4K +869 +2%
FFA
98
Farther Finance Advisors
California
$1.81M +$1.07M +26,534 +144%
Prudential Financial
99
Prudential Financial
New Jersey
$1.8M -$217K -5,331 -11%
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.74M -$10.1K -247 -0.6%
2 3
4
5 6