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

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$39.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$441K
3
SFC
Strategic Financial Concepts
Texas
$261K
4
GS
GTS Securities
New York
$0
5
EFG
Erickson Financial Group
Pennsylvania
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$1.45M -$342K -7,496 -19%
AWMG
127
Alliance Wealth Management Group
New Jersey
$1.44M +$17.8K +391 +1%
SPW
128
Sonoma Private Wealth
California
$1.43M -$852K -18,667 -37%
SWP
129
Stratos Wealth Partners
Ohio
$1.42M +$242K +5,296 +20%
GVAG
130
Great Valley Advisor Group
Delaware
$1.42M -$61.4K -1,346 -4%
CAGAS
131
Capital Advisory Group Advisory Services
Minnesota
$1.41M -$173K -3,790 -11%
AWS
132
Atria Wealth Solutions
New York
$1.41M +$14.7K +322 +1%
FTUS
133
Flow Traders U.S.
New York
$1.4M -$1.43M -31,319 -51%
CWMGP
134
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.39M -$274 -6 -0%
BW
135
Bison Wealth
Georgia
$1.38M -$679K -14,883 -33%
JWS
136
Juncture Wealth Strategies
Arizona
$1.31M -$50.9K -1,116 -4%
KPWS
137
Kestra Private Wealth Services
Texas
$1.31M +$1.01M +22,161 +339%
IA
138
Insight Advisors
Pennsylvania
$1.3M +$20.2K +443 +2%
HAS
139
HBW Advisory Services
California
$1.27M +$20.5K +448 +2%
AWM
140
Austin Wealth Management
Texas
$1.18M +$48.6K +1,080 +4%
HI
141
Harbour Investments
Wisconsin
$1.17M -$1.64K -36 -0.1%
MWM
142
Meridian Wealth Management
Kentucky
$1.17M +$145K +3,173 +14%
VFPW
143
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.15M -$220K -4,823 -16%
AAS
144
Avantax Advisory Services
Texas
$1.13M -$79.1K -1,732 -7%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$1.13M -$503K -9,290 -31%
MW
146
MBL Wealth
North Carolina
$1.12M – – –
MCM
147
MAI Capital Management
Ohio
$1.11M +$6.48K +142 +0.6%
TCMP
148
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.1M +$326K +7,146 +42%
CIG
149
Cascade Investment Group
Colorado
$1.07M +$9.72K +213 +0.9%
VFA
150
Valeo Financial Advisors
Indiana
$1.02M +$10.9K +239 +1%
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6
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