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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
Prudential plc
United Kingdom
$645M
2
EWA
EP Wealth Advisors
California
$116M
3
PIM
Parker Investment Management
California
$86.7M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$274M
5
CL
COWA LLC
Oklahoma
$8.04M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$19.4M
2
AI
Atria Investments
North Carolina
$0
3
FCB
First Command Bank
Texas
$80.3M
4
FCFS
First Command Financial Services
Texas
$80.3M
5
BB
Bell Bank
North Dakota
$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
176
LBMC Investment Advisors
Tennessee
$928K – – –
DACG
177
Donor Advised Charitable Giving
California
$924K – – –
TCPWM
178
Traverso Chambers Private Wealth Management
California
$916K +$684 +18 +0.1%
VWA
179
Visionary Wealth Advisors
Illinois
$909K +$909K +23,918 New
HAS
180
HBW Advisory Services
California
$907K +$157K +4,144 +21%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$902K +$112K +2,997 +14%
MWM
182
Mission Wealth Management
California
$900K +$900K +23,697 New
B
183
Bellecapital
Switzerland
$891K +$113K +2,979 +15%
BB
184
Bell Bank
North Dakota
$890K -$18.5M -485,643 -95%
OC
185
Oarsman Capital
Wisconsin
$883K -$812K -21,370 -48%
LC
186
Lindbrook Capital
California
$869K -$45.6K -1,200 -5%
CIG
187
Cascade Investment Group
Colorado
$868K +$41K +1,078 +5%
AWMG
188
Alliance Wealth Management Group
New Jersey
$854K -$47K -1,237 -5%
KA
189
Kovack Advisors
Florida
$840K -$8.47K -223 -1%
TYCC
190
Texas Yale Capital Corp
Florida
$827K – – –
DC
191
Davenport & Co
Virginia
$827K +$176K +4,620 +27%
BCM
192
Brookstone Capital Management
Illinois
$818K -$7.53K -196 -0.9%
SS
193
Simplicity Solutions
Minnesota
$795K +$795K +20,925 New
MA
194
Mutual Advisors
Nebraska
$794K +$9.16K +241 +1%
VFA
195
Valeo Financial Advisors
Indiana
$779K -$41K -1,078 -5%
ML
196
McAdam LLC
Pennsylvania
$777K +$498K +13,105 +179%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$776K +$646 +17 +0.1%
SWM
198
Spire Wealth Management
Virginia
$757K +$495K +13,014 +188%
HW
199
Hancock Whitney
Mississippi
$757K – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$744K +$35K +921 +5%
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