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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M

Top Buyers

1
PP
Prudential plc
United Kingdom
$917M
2
Morgan Stanley
Morgan Stanley
New York
$58M
3
HWA
Heartwood Wealth Advisors
Virginia
$25.5M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$57.1M
5
LPL Financial
LPL Financial
California
$66.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$32.4M
2
PI
PFS Investments
Georgia
$24.3M
3
HF
HRT Financial
New York
$0
4
PCM
Piedmont Capital Management
Montana
$0
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
176
Wealth Alliance Advisory Group
Kansas
$413K – – –
WF
177
Wayfinding Financial
Washington
$413K +$413K +9,826 New
DI
178
DFPG Investments
Utah
$412K – – –
CB
179
Cadence Bank
Mississippi
$409K – – –
HFS
180
Howard Financial Services
Texas
$408K +$1.26K +30 +0.3%
ARC
181
Advisor Resource Council
Texas
$404K +$404K +9,605 New
AAS
182
Avantax Advisory Services
Texas
$401K -$157K -3,724 -28%
CAL
183
Capital Analysts LLC
Pennsylvania
$399K +$114K +2,702 +40%
CAAS
184
Capital Asset Advisory Services
Michigan
$397K – – –
BB
185
Berkshire Bank
Massachusetts
$394K +$67.5K +1,605 +21%
FA
186
Flagstar Advisors
New York
$392K +$392K +9,329 New
CF
187
Centaurus Financial
California
$383K +$757 +18 +0.2%
NFSG
188
Newbridge Financial Services Group
Florida
$380K -$16.4K -390 -4%
DADC
189
D.A. Davidson & Co
Montana
$373K +$20.3K +482 +6%
NAM
190
NTV Asset Management
West Virginia
$367K +$42 +1 +0%
WANY
191
Wealthspire Advisors (New York)
New York
$365K -$2.08M -49,327 -85%
CA
192
Continuum Advisory
Idaho
$359K – – –
IWA
193
Intercontinental Wealth Advisors
Texas
$355K +$33.6K +800 +10%
NAS
194
Nicolet Advisory Services
Wisconsin
$351K +$42.8K +1,018 +14%
UWM
195
USAdvisors Wealth Management
Minnesota
$347K -$11.8K -282 -3%
AIP
196
Ahrens Investment Partners
Louisiana
$346K -$15K -356 -4%
BWL
197
Bogart Wealth LLC
Virginia
$341K – – –
MWM
198
Meridian Wealth Management
Kentucky
$341K +$341K +8,104 New
AWE
199
Avidian Wealth Enterprises
Texas
$333K +$64.1K +1,524 +24%
FC
200
Financial Consulate
Maryland
$331K +$6.91K +164 +2%
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