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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
Prudential plc
United Kingdom
$645M
2
EWA
EP Wealth Advisors
California
$116M
3
PIM
Parker Investment Management
California
$86.7M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$274M
5
CL
COWA LLC
Oklahoma
$8.04M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$19.4M
2
AI
Atria Investments
North Carolina
$0
3
FCB
First Command Bank
Texas
$80.3M
4
FCFS
First Command Financial Services
Texas
$80.3M
5
BB
Bell Bank
North Dakota
$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Sax Wealth Advisors
New Jersey
$1.33M +$15.6K +410 +1%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.32M – – –
EGA
153
Eagle Global Advisors
Texas
$1.26M -$3.8K -100 -0.3%
CA
154
Cetera Advisors
Colorado
$1.25M -$135K -3,550 -10%
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$1.25M +$335K +8,820 +37%
LNC
156
Lincoln National Corp
Pennsylvania
$1.23M +$824K +21,680 +205%
MPW
157
MGO Private Wealth
California
$1.22M -$970K -25,516 -44%
OP
158
ORG Partners
Indiana
$1.17M +$1.17M +30,839 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$1.15M +$1.15M +30,299 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$1.13M -$835K -21,981 -42%
RJT
161
Raymond James Trust
Florida
$1.11M +$476K +12,531 +75%
TPW
162
Tiller Private Wealth
Pennsylvania
$1.09M -$224K -5,892 -17%
AAS
163
Avantax Advisory Services
Texas
$1.07M -$60.8K -1,600 -5%
MWM
164
Meridian Wealth Management
Kentucky
$1.02M +$355K +9,335 +54%
SXL
165
Summit X LLC
Missouri
$990K -$435K -11,440 -31%
MW
166
MBL Wealth
North Carolina
$988K – – –
TCM
167
Traynor Capital Management
Pennsylvania
$983K -$72.9K -1,919 -7%
FHA
168
Flagship Harbor Advisors
Massachusetts
$979K -$20.1K -528 -2%
OIA
169
OneDigital Investment Advisors
Kansas
$975K +$257K +6,754 +36%
IWA
170
Intercontinental Wealth Advisors
Texas
$959K +$579K +15,227 +152%
IA
171
Insight Advisors
Pennsylvania
$957K +$23K +606 +2%
State Farm Mutual Automobile Insurance
172
State Farm Mutual Automobile Insurance
Illinois
$950K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$948K +$72.5K +1,907 +8%
HNWAG
174
High Net Worth Advisory Group
Florida
$943K +$148K +3,885 +19%
PIA
175
Powell Investment Advisors
Florida
$940K +$9.77K +257 +1%
5 6
7
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