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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$118M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$12.2M
3
CM
3
Cercano Management
Washington
$9.42M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$9.22M
5
WIM
5
WealthPlan Investment Management
Nebraska
$13.4M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$16.4M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$0
4
FCAS
4
First Command Advisory Services
Texas
$33.6M
5
CA
5
CoreCap Advisors
Michigan
$84.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$1.11M +$173 +4 +0%
RFN
152
RDA Financial Network
Iowa
$1.1M -$1.12M -25,802 -50%
VFA
153
Valeo Financial Advisors
Indiana
$1.08M +$115K +2,655 +12%
HI
154
Harbour Investments
Wisconsin
$1.08M -$33.2K -767 -3%
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$1.07M +$74.1K +1,553 +7%
ZI
156
ZEGA Investments
Florida
$1.07M +$1.07M +24,353 New
AAS
157
Avantax Advisory Services
Texas
$1.07M -$4.19K -97 -0.4%
MW
158
MBL Wealth
North Carolina
$1.06M – – –
MCM
159
MAI Capital Management
Ohio
$1.05M +$1.08K +25 +0.1%
CIG
160
Cascade Investment Group
Colorado
$1.02M +$6.79K +157 +0.7%
APA
161
Astoria Portfolio Advisors
New York
$1.02M +$467K +10,860 +85%
SWMG
162
Signature Wealth Management Group
Georgia
$1M +$1M +23,228 New
LA
163
LexAurum Advisors
Kansas
$999K +$221K +5,110 +28%
CIA
164
Concurrent Investment Advisors
Florida
$996K +$105K +2,421 +12%
VAG
165
VisionPoint Advisory Group
Texas
$977K +$670K +15,553 +219%
RMAM
166
Raab & Moskowitz Asset Management
New Jersey
$971K +$239K +5,521 +33%
SOS
167
Silver Oak Securities
Tennessee
$950K +$161K +3,731 +20%
FIA
168
Foundations Investment Advisors
Arizona
$939K +$90.9K +2,103 +11%
Citigroup
169
Citigroup
New York
$937K -$3M -69,435 -76%
MWM
170
MGB Wealth Management
Texas
$909K +$14.7K +341 +2%
CW
171
Code Waechter
Florida
$877K – – –
CA
172
Cambridge Advisors
Nebraska
$866K – – –
TCM
173
TruNorth Capital Management
Michigan
$865K – – –
IAA
174
Independent Advisor Alliance
North Carolina
$846K +$846K +19,562 New
BB
175
Berkshire Bank
Massachusetts
$832K +$9.47K +219 +1%
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