SPYD icon

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 %
JWCA
126
J.W. Cole Advisors
Florida
$1.32M -$9.68K -247 -0.7%
CAL
127
Capital Analysts LLC
Pennsylvania
$1.29M +$69.8K +1,780 +6%
SWP
128
Stratos Wealth Partners
Ohio
$1.28M -$209K -5,336 -14%
EWA
129
EP Wealth Advisors
California
$1.27M +$275K +7,017 +28%
SPIA
130
Steward Partners Investment Advisory
New York
$1.27M -$93.6K -2,389 -7%
CWMGP
131
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M -$940K -23,983 -43%
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$1.25M -$7.02K -179 -0.6%
1WM
133
1900 Wealth Management
Texas
$1.18M -$719K -18,359 -38%
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$1.18M -$16.8K -428 -1%
JWS
135
Juncture Wealth Strategies
Arizona
$1.18M +$554K +14,129 +89%
ML
136
McAdam LLC
Pennsylvania
$1.17M +$12.4K +317 +1%
LNC
137
Lincoln National Corp
Pennsylvania
$1.13M +$34.7K +886 +3%
AWS
138
Atria Wealth Solutions
New York
$1.13M -$912K -23,259 -45%
SWA
139
Sax Wealth Advisors
New Jersey
$1.11M +$8.47K +216 +0.8%
EGA
140
Eagle Global Advisors
Texas
$1.1M +$6.27K +160 +0.6%
DBIA
141
Dumont & Blake Investment Advisors
New Jersey
$1.09M +$280K +7,155 +35%
SI
142
Stephens Inc
Arkansas
$1.07M -$24.4K -622 -2%
IA
143
Insight Advisors
Pennsylvania
$1.05M +$45.5K +1,161 +5%
MWM
144
Meridian Wealth Management
Kentucky
$1.03M -$94.8K -2,419 -8%
AAS
145
Avantax Advisory Services
Texas
$1.03M -$258K -6,594 -20%
AWMG
146
Alliance Wealth Management Group
New Jersey
$1.02M +$1.02M +26,134 New
AWM
147
Apollon Wealth Management
South Carolina
$985K +$33.6K +857 +4%
HAS
148
HBW Advisory Services
California
$985K +$42K +1,072 +4%
State Farm Mutual Automobile Insurance
149
State Farm Mutual Automobile Insurance
Illinois
$980K – – –
HI
150
Harbour Investments
Wisconsin
$965K +$22.2K +567 +2%
4 5
6
7 8