SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
176
Hancock Whitney
Mississippi
$720K
TRCT
177
Tower Research Capital (TRC)
New York
$720K +$718K +17,646 +56,923%
OIA
178
OneDigital Investment Advisors
Kansas
$715K -$57.7K -1,418 -7%
AWA
179
Arete Wealth Advisors
Illinois
$711K +$7.53K +185 +1%
MWM
180
Mission Wealth Management
California
$700K -$2.48K -61 -0.4%
MA
181
Mutual Advisors
Nebraska
$688K +$15.3K +376 +2%
RJT
182
Raymond James Trust
Florida
$665K +$49.4K +1,213 +8%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$664K
SWM
184
Spire Wealth Management
Virginia
$660K +$23.2K +569 +4%
DA
185
Detalus Advisors
Missouri
$659K -$5.13K -126 -0.8%
SC
186
Savant Capital
Illinois
$651K +$57.6K +1,415 +10%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$630K +$97.4K +2,393 +18%
FWM
188
Focused Wealth Management
New York
$617K +$3.3K +81 +0.5%
FI
189
Financial Insights
Washington
$608K -$9.16K -225 -1%
LMKC
190
L.M. Kohn & Company
Ohio
$604K -$85.2K -2,092 -12%
T
191
Tidemark
California
$601K +$2.97K +73 +0.5%
GIA
192
Gladstone Institutional Advisory
Florida
$588K +$280K +6,868 +91%
DC
193
Davenport & Co
Virginia
$586K +$17.6K +433 +3%
WJA
194
Willis Johnson & Associates
Texas
$574K +$25.2K +619 +5%
BCV
195
Banque Cantonale Vaudoise
Switzerland
$573K +$573K +14,080 New
LC
196
Lindbrook Capital
California
$572K -$42.7K -1,050 -7%
GWMR
197
GC Wealth Management RIA
Massachusetts
$565K +$42.4K +1,042 +8%
BWL
198
Bogart Wealth LLC
Virginia
$552K +$2.48K +61 +0.5%
RMAM
199
Raab & Moskowitz Asset Management
New Jersey
$550K -$8.18K -201 -1%
AAS
200
Ameritas Advisory Services
Nebraska
$544K +$296K +7,404 +120%