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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

429 hedge funds and large institutions have $1.93B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+21
Holders Change %
+5.15%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
61
Increased
165
Reduced
113
Closed
33
Calls
$2.84M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.7M
2
AIA
Angeles Investment Advisors
California
$11M
3
WC
Waterloo Capital
Texas
$12.6M
4
Wells Fargo
Wells Fargo
California
$33.4M
5
RJA
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$39.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$441K
3
SFC
Strategic Financial Concepts
Texas
$261K
4
GS
GTS Securities
New York
$0
5
EFG
Erickson Financial Group
Pennsylvania
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
151
Engineers Gate Manager
New York
$1.02M -$1.07M -23,544 -51%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.01M – – –
OIA
153
OneDigital Investment Advisors
Kansas
$988K +$65.5K +1,434 +7%
Comerica Bank
154
Comerica Bank
Texas
$966K -$2.05K -45 -0.2%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$946K -$23.5K -514 -2%
MWM
156
MGB Wealth Management
Texas
$944K +$52.6K +1,153 +6%
CIA
157
Concurrent Investment Advisors
Florida
$941K +$822 +18 +0.1%
CW
158
Code Waechter
Florida
$926K +$926K +20,283 New
CA
159
Cambridge Advisors
Nebraska
$914K – – –
TCM
160
TruNorth Capital Management
Michigan
$913K – – –
KWM
161
Kingsview Wealth Management
Oregon
$898K +$19.1K +419 +2%
FIA
162
Foundations Investment Advisors
Arizona
$895K +$3.01K +66 +0.3%
RJT
163
Raymond James Trust
Florida
$885K +$183K +4,000 +26%
BB
164
Berkshire Bank
Massachusetts
$868K +$46 +1 +0%
SWM
165
Selective Wealth Management
Virginia
$851K +$313 +7 +0%
SOS
166
Silver Oak Securities
Tennessee
$834K +$509K +11,205 +157%
LA
167
LexAurum Advisors
Kansas
$822K -$72.4K -1,587 -8%
HW
168
Hancock Whitney
Mississippi
$807K – – –
BRWA
169
B. Riley Wealth Advisors
Florida
$793K -$98.8K -2,181 -11%
OCM
170
One Capital Management
California
$791K +$791K +17,326 New
TPW
171
Tiller Private Wealth
Pennsylvania
$789K -$685 -15 -0.1%
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$773K +$176K +3,855 +29%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$763K -$87.7K -1,920 -10%
AAS
174
Ameritas Advisory Services
Nebraska
$752K +$89.2K +1,955 +13%
PWP
175
Pursue Wealth Partners
California
$735K – – –
5 6
7
8 9