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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

408 hedge funds and large institutions have $1.67B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
34
Increased
138
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.9M
3
GS
GTS Securities
New York
$11.2M
4
DWM
Dakota Wealth Management
Florida
$6.08M
5
CL
COWA LLC
Oklahoma
$10.2M

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
AF
Allworth Financial
California
$2.53M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$209K
4
FGAM
Financial Gravity Asset Management
Texas
$10.6M
5
Wells Fargo
Wells Fargo
California
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
151
Main Street Financial Solutions
Pennsylvania
$854K -$11.5K -287 -1%
Comerica Bank
152
Comerica Bank
Texas
$853K +$442K +10,985 +107%
CIA
153
Concurrent Investment Advisors
Florida
$829K +$1.81K +45 +0.2%
SFC
154
Strategic Financial Concepts
Texas
$826K +$742K +227,560 +891%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$819K -$752K -18,703 -48%
OIA
156
OneDigital Investment Advisors
Kansas
$813K +$106K +2,645 +15%
MWM
157
MGB Wealth Management
Texas
$811K -$1.08K -26 -0.1%
IWA
158
Invera Wealth Advisors
Oregon
$808K -$16.1K -390 -2%
CA
159
Cambridge Advisors
Nebraska
$806K +$8.65K +215 +1%
TCM
160
TruNorth Capital Management
Michigan
$804K – – –
BRWA
161
B. Riley Wealth Advisors
Florida
$792K -$1.51M -37,448 -66%
LA
162
LexAurum Advisors
Kansas
$788K +$30.1K +748 +4%
FIA
163
Foundations Investment Advisors
Arizona
$786K +$5.59K +139 +0.7%
KWM
164
Kingsview Wealth Management
Oregon
$775K +$8.45K +210 +1%
BB
165
Berkshire Bank
Massachusetts
$765K -$63.6K -1,581 -8%
SWM
166
Selective Wealth Management
Virginia
$764K +$24.9K +618 +3%
OFS
167
OneAscent Financial Services
Alabama
$762K -$76.3K -1,895 -9%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$750K +$18.7K +464 +3%
HW
169
Hancock Whitney
Mississippi
$711K – – –
TPW
170
Tiller Private Wealth
Pennsylvania
$696K -$24.7K -615 -3%
TCMP
171
Thrive Capital Management (Pennsylvania)
Pennsylvania
$685K +$685K +17,029 New
AWA
172
Arete Wealth Advisors
Illinois
$656K -$44.1K -1,100 -6%
PWP
173
Pursue Wealth Partners
California
$648K +$648K +16,097 New
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$646K -$10.1K -250 -2%
GIA
175
Gladstone Institutional Advisory
Florida
$638K +$57.4K +1,428 +10%
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