SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$2.05M -$1.62M -46,311 -44%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$2.03M +$70.1K +2,000 +4%
BRWA
103
B. Riley Wealth Advisors
Florida
$2M -$96.5K -2,753 -5%
CWMGP
104
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.98M -$914K -26,059 -32%
PCM
105
Parsons Capital Management
Rhode Island
$1.95M -$693K -19,753 -26%
TFA
106
Tobias Financial Advisors
Florida
$1.85M -$115K -3,269 -6%
AWS
107
Atria Wealth Solutions
New York
$1.83M -$145K -4,147 -7%
WWA
108
WCG Wealth Advisors
Nevada
$1.77M +$1.77M +50,475 New
1WM
109
1900 Wealth Management
Texas
$1.7M -$352K -10,044 -17%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.69M +$1.69M +48,332 New
TCM
111
Towercrest Capital Management
Pennsylvania
$1.62M -$19.6K -559 -1%
ACA
112
Aptus Capital Advisors
Alabama
$1.62M -$8.52K -243 -0.5%
Prudential Financial
113
Prudential Financial
New Jersey
$1.57M -$32.6K -930 -2%
KBC
114
Key Bridge Compliance
$1.56M +$1.56M +44,496 New
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$1.55M +$1.52M +43,469 +6,175%
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.54M +$105 +3 +0%
PFO
117
Pathstone Family Office
New Jersey
$1.54M +$1.54M +43,824 New
KAS
118
Kestra Advisory Services
Texas
$1.47M -$97.9K -2,791 -6%
PFS
119
Prospera Financial Services
Texas
$1.46M -$7.61K -217 -0.5%
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.45M +$839K +23,929 +138%
IA
121
IFG Advisory
Georgia
$1.45M -$9.19K -262 -0.6%
CS
122
Comerica Securities
Michigan
$1.45M +$1.07M +30,652 +290%
EE
123
EWG Elevate
California
$1.42M -$736 -21 -0.1%
SWP
124
Stratos Wealth Partners
Ohio
$1.33M -$341K -9,724 -20%
AWM
125
AE Wealth Management
Kansas
$1.32M +$189K +5,377 +17%