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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

429 hedge funds and large institutions have $1.93B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+21
Holders Change %
+5.15%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
61
Increased
165
Reduced
113
Closed
33
Calls
$2.84M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$26.7M
2
AIA
2
Angeles Investment Advisors
California
$11M
3
WC
3
Waterloo Capital
Texas
$12.6M
4
Wells Fargo
4
Wells Fargo
California
$33.4M
5
RJA
5
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$39.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$441K
3
SFC
3
Strategic Financial Concepts
Texas
$261K
4
GS
4
GTS Securities
New York
$0
5
EFG
5
Erickson Financial Group
Pennsylvania
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
101
Texas Yale Capital Corp
Florida
$1.97M +$228 +5 +0%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$1.95M +$120K +2,637 +7%
TFA
103
Tobias Financial Advisors
Florida
$1.92M -$53.7K -1,177 -3%
WAS
104
Wealth Advisory Solutions
Indiana
$1.91M -$30.6K -670 -2%
ML
105
McAdam LLC
Pennsylvania
$1.88M +$157K +3,429 +9%
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.87M -$43.3K -949 -2%
RIA
107
Regal Investment Advisors
Michigan
$1.86M +$605K +13,249 +48%
FIM
108
Freedom Investment Management
Connecticut
$1.85M -$128K -2,797 -6%
PWM
109
Proathlete Wealth Management
Florida
$1.84M – – –
FFA
110
Farther Finance Advisors
California
$1.82M +$11.2K +245 +0.6%
DBIA
111
Dumont & Blake Investment Advisors
New Jersey
$1.81M -$1.74M -38,069 -49%
QWM
112
Quadcap Wealth Management
Texas
$1.78M -$50.1K -1,098 -3%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$1.68M +$159K +3,494 +10%
CW
114
CreativeOne Wealth
Kansas
$1.65M +$418K +9,161 +34%
Lido Advisors
115
Lido Advisors
California
$1.65M +$184K +4,027 +13%
TCM
116
Towercrest Capital Management
Pennsylvania
$1.64M -$308K -6,743 -16%
PWG
117
Private Wealth Group
Florida
$1.64M -$1.51K -33 -0.1%
EWA
118
EP Wealth Advisors
California
$1.64M +$472K +10,342 +41%
SI
119
Stephens Inc
Arkansas
$1.63M +$23.6K +518 +1%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.61M +$80.4K +1,770 +5%
DADC
121
D.A. Davidson & Co
Montana
$1.58M -$72.1K -1,580 -4%
SWA
122
Sax Wealth Advisors
New Jersey
$1.54M +$121K +2,641 +8%
ZF
123
Zega Financial
Florida
$1.49M +$1.49M +32,582 New
1WM
124
1900 Wealth Management
Texas
$1.46M +$99.1K +2,170 +7%
SPIA
125
Steward Partners Investment Advisory
New York
$1.46M +$86.9K +1,904 +6%
3 4
5
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