SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.5M -$29.4K -680 -2%
FTUS
127
Flow Traders U.S.
New York
$1.49M +$170K +3,938 +13%
TCM
128
Towercrest Capital Management
Pennsylvania
$1.45M -$101K -2,343 -7%
QC
129
Quadrature Capital
United Kingdom
$1.41M +$1.41M +32,727 New
SPIA
130
Steward Partners Investment Advisory
New York
$1.37M -$11.6K -269 -0.8%
EWA
131
EverSource Wealth Advisors
Alabama
$1.36M +$1.35M +31,110 +8,889%
CWMGP
132
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.35M +$31.5K +728 +2%
SWA
133
Sax Wealth Advisors
New Jersey
$1.35M -$112K -2,601 -8%
RFA
134
Rollins Financial Advisors
New York
$1.32M +$1.08M +25,074 +454%
KWM
135
Kingsview Wealth Management
Oregon
$1.32M +$465K +10,753 +55%
BW
136
Bison Wealth
Georgia
$1.31M +$6.1K +141 +0.5%
SWP
137
Stratos Wealth Partners
Ohio
$1.31M -$36.3K -840 -3%
CAGAS
138
Capital Advisory Group Advisory Services
Minnesota
$1.28M -$56.2K -1,300 -4%
1WM
139
1900 Wealth Management
Texas
$1.27M -$113K -2,618 -8%
AWMG
140
Alliance Wealth Management Group
New Jersey
$1.27M -$96.3K -2,228 -7%
JWS
141
Juncture Wealth Strategies
Arizona
$1.26M +$17.2K +397 +1%
AWA
142
Arete Wealth Advisors
Illinois
$1.24M +$678K +15,708 +121%
HAS
143
HBW Advisory Services
California
$1.23M +$26.6K +615 +2%
SG
144
Stanich Group
New York
$1.22M +$1.22M +28,247 New
IA
145
Insight Advisors
Pennsylvania
$1.2M -$26.1K -607 -2%
SFC
146
Strategic Financial Concepts
Texas
$1.18M +$929K +21,484 +376%
SPW
147
Sonoma Private Wealth
California
$1.17M -$184K -4,252 -14%
AWM
148
Austin Wealth Management
Texas
$1.15M +$1.05K +24 +0.1%
CCB
149
Country Club Bank
Missouri
$1.11M +$1.11M +25,896 New
AWS
150
Atria Wealth Solutions
New York
$1.11M -$227K -5,258 -17%