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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$834M
2
Ameriprise
2
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$158M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
5
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
LPL Financial
4
LPL Financial
California
$105M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$727K -$240K -6,128 -25%
FHA
177
Flagship Harbor Advisors
Massachusetts
$725K -$300K -7,650 -29%
FFA
178
Farther Finance Advisors
California
$725K +$563K +14,362 +348%
IAN
179
Integrated Advisors Network
Texas
$698K -$6.7K -171 -1%
HW
180
Hancock Whitney
Mississippi
$693K -$88.1K -2,247 -11%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$686K -$104K -2,663 -13%
AWA
182
Arete Wealth Advisors
Illinois
$677K +$677K +17,284 New
MWM
183
Mission Wealth Management
California
$676K -$131K -3,353 -16%
LMKC
184
L.M. Kohn & Company
Ohio
$664K +$143K +3,641 +27%
CFG
185
Citizens Financial Group
Rhode Island
$649K +$649K +16,550 New
MA
186
Mutual Advisors
Nebraska
$648K -$116K -2,952 -15%
OC
187
Oarsman Capital
Wisconsin
$642K -$148K -3,775 -19%
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$640K +$640K +16,318 New
DA
189
Detalus Advisors
Missouri
$639K -$32.5K -830 -5%
Citigroup
190
Citigroup
New York
$614K +$113K +2,873 +22%
SWM
191
Spire Wealth Management
Virginia
$601K -$378K -9,828 -39%
EIA
192
Eldridge Investment Advisors
New Hampshire
$600K +$14.5K +371 +2%
FI
193
Financial Insights
Washington
$594K -$84.3K -2,150 -12%
RJT
194
Raymond James Trust
Florida
$592K -$70.2K -1,792 -11%
LC
195
Lindbrook Capital
California
$592K -$25.9K -660 -4%
SWM
196
Selective Wealth Management
Virginia
$592K +$235 +6 +0%
APA
197
Astoria Portfolio Advisors
New York
$591K -$491K -12,837 -45%
FWM
198
Focused Wealth Management
New York
$591K -$31.5K -803 -5%
T
199
Tidemark
California
$576K +$576K +14,701 New
CP
200
Castleview Partners
Texas
$575K -$64.4K -1,642 -10%
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