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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$834M
2
Ameriprise
2
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$158M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
5
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
LPL Financial
4
LPL Financial
California
$105M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
101
Tobias Financial Advisors
Florida
$1.82M -$245K -6,243 -12%
WAS
102
Wealth Advisory Solutions
Indiana
$1.79M -$1.74M -44,496 -49%
ACA
103
Aptus Capital Advisors
Alabama
$1.77M -$34.1K -871 -2%
QWM
104
Quadcap Wealth Management
Texas
$1.77M +$1.77M +45,073 New
BW
105
Bison Wealth
Georgia
$1.76M -$697K -17,792 -28%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$1.73M -$4.27K -109 -0.2%
IA
107
IFG Advisory
Georgia
$1.72M +$99K +2,525 +6%
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M -$34.1K -871 -2%
TYCC
109
Texas Yale Capital Corp
Florida
$1.67M +$803K +20,500 +93%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$1.66M +$1.66M +42,445 New
PWM
111
Proathlete Wealth Management
Florida
$1.58M +$1.58M +40,384 New
TCM
112
Towercrest Capital Management
Pennsylvania
$1.57M -$241K -6,150 -13%
Lido Advisors
113
Lido Advisors
California
$1.51M -$1.11M -28,444 -43%
EE
114
EWG Elevate
California
$1.48M -$100K -2,551 -6%
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$1.46M -$2.36M -60,340 -62%
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$1.44M -$17.7K -452 -1%
OFS
117
OneAscent Financial Services
Alabama
$1.43M +$1.43M +36,357 New
GVAG
118
Great Valley Advisor Group
Delaware
$1.42M +$9.25K +236 +0.7%
PWG
119
Private Wealth Group
Florida
$1.41M – – –
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.39M -$231K -5,902 -14%
EH
121
Equitable Holdings
New York
$1.36M -$1.13M -28,890 -46%
DADC
122
D.A. Davidson & Co
Montana
$1.35M +$305K +7,780 +29%
VFPW
123
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.34M +$1.34M +34,127 New
BB
124
Berkshire Bank
Massachusetts
$1.34M -$58.6K -1,494 -4%
AFG
125
Albion Financial Group
Utah
$1.33M +$1.33M +33,878 New
3 4
5
6 7