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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

454 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$54.9M
2
LPL Financial
2
LPL Financial
California
$184M
3
EF
3
Elite Financial
Idaho
$8.49M
4
GWM
4
Geneos Wealth Management
Colorado
$7.12M
5
PAG
5
Private Advisor Group
New Jersey
$7.42M

Top Sellers

1
AOI
1
Auto-Owners Insurance
Michigan
$31.4M
2
WIM
2
WealthPlan Investment Management
Nebraska
$7.54M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$2.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.3M
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sax Wealth Advisors
New Jersey
$1.49M +$116K +2,610 +8%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$1.44M -$254K -5,734 -15%
AA
128
Armis Advisers
Georgia
$1.43M +$1.43M +34,122 New
KWM
129
Kingsview Wealth Management
Oregon
$1.37M +$18.7K +422 +1%
AWMG
130
Alliance Wealth Management Group
New Jersey
$1.34M +$43.2K +976 +3%
1WM
131
1900 Wealth Management
Texas
$1.3M -$3.28K -74 -0.3%
MWM
132
Meridian Wealth Management
Kentucky
$1.3M +$168K +3,788 +15%
CIA
133
Concurrent Investment Advisors
Florida
$1.28M +$264K +5,969 +26%
SG
134
Stanich Group
New York
$1.28M +$25.1K +567 +2%
HAS
135
HBW Advisory Services
California
$1.27M +$5.18K +117 +0.4%
JWS
136
Juncture Wealth Strategies
Arizona
$1.26M -$34.6K -782 -3%
WMWM
137
Wilkins Miller Wealth Management
Alabama
$1.25M +$1.25M +28,304 New
KAS
138
Kestra Advisory Services
Texas
$1.25M -$315K -7,117 -20%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1.21M -$327K -7,392 -21%
IA
140
Insight Advisors
Pennsylvania
$1.2M -$39.9K -901 -3%
HI
141
Harbour Investments
Wisconsin
$1.19M +$83.1K +1,877 +8%
ZI
142
ZEGA Investments
Florida
$1.18M +$103K +2,335 +10%
AWS
143
Atria Wealth Solutions
New York
$1.16M +$19.6K +442 +2%
SFC
144
Strategic Financial Concepts
Texas
$1.16M -$47.9K -1,082 -4%
AWM
145
Austin Wealth Management
Texas
$1.15M +$51.8K +1,239 +5%
MW
146
MBL Wealth
North Carolina
$1.14M +$55.1K +1,246 +5%
RFN
147
RDA Financial Network
Iowa
$1.12M -$6.64K -150 -0.6%
SPW
148
Sonoma Private Wealth
California
$1.12M -$78.2K -1,767 -7%
VFA
149
Valeo Financial Advisors
Indiana
$1.11M -$4.16K -94 -0.4%
Bank Julius Baer & Co
150
Bank Julius Baer & Co
Switzerland
$1.1M -$26.5K -530 -2%
4 5
6
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