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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 %
MW
151
MBL Wealth
North Carolina
$960K -$19.6K -500 -2%
TCPWM
152
Traverso Chambers Private Wealth Management
California
$947K +$941 +24 +0.1%
SWMG
153
Sard Wealth Management Group
Georgia
$928K +$928K +23,689 New
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$909K -$66K -1,686 -7%
KAS
155
Kestra Advisory Services
Texas
$898K -$739K -18,869 -45%
TSS
156
Two Sigma Securities
New York
$886K +$886K +22,606 New
MFIM
157
Mesirow Financial Investment Management
Illinois
$880K +$880K +22,454 New
CIG
158
Cascade Investment Group
Colorado
$866K +$1.29K +33 +0.1%
EGM
159
Engineers Gate Manager
New York
$852K +$852K +21,730 New
VFA
160
Valeo Financial Advisors
Indiana
$845K +$353 +9 +0%
MSFS
161
Main Street Financial Solutions
Pennsylvania
$844K +$15.3K +391 +2%
FIA
162
Foundations Investment Advisors
Arizona
$834K +$26.8K +691 +3%
AWM
163
Austin Wealth Management
Texas
$832K +$37.4K +970 +5%
SFC
164
Strategic Financial Concepts
Texas
$826K +$121K +3,090 +17%
CIA
165
Concurrent Investment Advisors
Florida
$806K +$806K +20,555 New
RCA
166
Reitz Capital Advisors
Michigan
$803K +$128K +3,259 +19%
IWA
167
Invera Wealth Advisors
Oregon
$800K +$800K +20,425 New
CW
168
CreativeOne Wealth
Kansas
$787K +$48.8K +1,244 +7%
KWM
169
Kingsview Wealth Management
Oregon
$785K -$263K -6,711 -25%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$780K -$16.2K -413 -2%
CA
171
Cambridge Advisors
Nebraska
$766K +$27.4K +700 +4%
MWM
172
MGB Wealth Management
Texas
$755K +$755K +19,273 New
OIA
173
OneDigital Investment Advisors
Kansas
$744K -$96.8K -2,470 -12%
LA
174
LexAurum Advisors
Kansas
$736K -$24.9K -635 -3%
TPW
175
Tiller Private Wealth
Pennsylvania
$735K -$109K -2,790 -13%
5 6
7
8 9