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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

408 hedge funds and large institutions have $1.67B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
34
Increased
138
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.9M
3
GS
GTS Securities
New York
$11.2M
4
DWM
Dakota Wealth Management
Florida
$6.08M
5
CL
COWA LLC
Oklahoma
$10.2M

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
AF
Allworth Financial
California
$2.53M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$209K
4
FGAM
Financial Gravity Asset Management
Texas
$10.6M
5
Wells Fargo
Wells Fargo
California
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Mutual Advisors
Nebraska
$633K -$93.3K -2,173 -13%
DA
177
Detalus Advisors
Missouri
$629K -$22.7K -564 -3%
MWM
178
Mission Wealth Management
California
$626K -$65.5K -1,627 -9%
RJT
179
Raymond James Trust
Florida
$619K -$37.5K -931 -6%
IAN
180
Integrated Advisors Network
Texas
$612K -$101K -2,507 -14%
LMKC
181
L.M. Kohn & Company
Ohio
$598K +$805 +20 +0.1%
WJA
182
Willis Johnson & Associates
Texas
$593K +$25.7K +640 +5%
PA
183
Parallel Advisors
California
$591K +$543K +13,508 +1,137%
FWM
184
Focused Wealth Management
New York
$590K -$20.4K -507 -3%
SC
185
Savant Capital
Illinois
$588K -$55.6K -1,381 -9%
AAS
186
Ameritas Advisory Services
Nebraska
$584K +$37.4K +930 +7%
DC
187
Davenport & Co
Virginia
$565K -$13.6K -338 -2%
MPW
188
MGO Private Wealth
California
$562K +$38.4K +954 +7%
LC
189
Lindbrook Capital
California
$560K -$5.43K -135 -1%
T
190
Tidemark
California
$559K -$35.1K -872 -6%
IWC
191
Integrated Wealth Concepts
Massachusetts
$559K +$244K +6,053 +77%
GWMR
192
GC Wealth Management RIA
Massachusetts
$558K – – –
SWM
193
Spire Wealth Management
Virginia
$552K -$99.3K -2,468 -15%
BWL
194
Bogart Wealth LLC
Virginia
$548K +$2.66K +66 +0.5%
QPWM
195
Quadrant Private Wealth Management
Pennsylvania
$544K +$151K +3,753 +38%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$544K +$127K +3,168 +31%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$532K +$40 +1 +0%
FI
198
Financial Insights
Washington
$530K -$70.4K -1,750 -12%
APA
199
Astoria Portfolio Advisors
New York
$527K +$72K +1,789 +16%
RMAM
200
Raab & Moskowitz Asset Management
New Jersey
$526K -$17.2K -428 -3%
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