SPYD icon

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 %
JWCA
101
J.W. Cole Advisors
Florida
$2.6M -$2.46M -64,678 -49%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$2.59M +$251K +6,614 +11%
LWP
103
Laurel Wealth Planning
Minnesota
$2.55M -$1.13M -29,839 -31%
HG
104
Herbst Group
Connecticut
$2.55M +$163K +4,283 +7%
WANY
105
Wealthspire Advisors (New York)
New York
$2.53M – – –
FA
106
Faithward Advisors
Pennsylvania
$2.51M -$608K -16,781 -19%
CW
107
CreativeOne Wealth
Kansas
$2.47M -$9.43K -248 -0.4%
APA
108
Astoria Portfolio Advisors
New York
$2.47M -$334K -8,881 -12%
TFA
109
Tobias Financial Advisors
Florida
$2.43M -$467K -12,279 -16%
CGA
110
Crescent Grove Advisors
Illinois
$2.41M +$759K +19,981 +46%
BRWA
111
B. Riley Wealth Advisors
Florida
$2.4M +$48.2K +1,268 +2%
BW
112
Bison Wealth
Georgia
$2.31M -$45.2K -1,247 -2%
PPWP
113
Proquility Private Wealth Partners
Nevada
$2.25M +$754K +753,576 +50%
AIM
114
Aspen Investment Management
Michigan
$2.21M +$1.33K +35 +0.1%
RIA
115
Realta Investment Advisors
Delaware
$2.09M -$197K -5,178 -9%
GWM
116
Geneos Wealth Management
Colorado
$2.07M +$491K +12,930 +31%
PWS
117
Peterson Wealth Services
Utah
$2.04M -$7.29M -192,555 -78%
MFG
118
Merit Financial Group
Georgia
$2.03M -$122K -3,222 -6%
PFS
119
Prospera Financial Services
Texas
$2.02M -$605K -15,923 -23%
TRCT
120
Tower Research Capital (TRC)
New York
$1.99M +$1.36M +35,680 +214%
KAS
121
Kestra Advisory Services
Texas
$1.98M +$332K +8,727 +20%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.95M +$1.95M +51,300 New
ACA
123
Aptus Capital Advisors
Alabama
$1.91M +$76.3K +2,008 +4%
WC
124
Wexford Capital
Florida
$1.88M +$1.88M +49,362 New
V
125
Veritable
Delaware
$1.86M – – –
3 4
5
6 7