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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

429 hedge funds and large institutions have $1.93B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+21
Holders Change %
+5.15%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
61
Increased
165
Reduced
113
Closed
33
Calls
$2.84M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.7M
2
AIA
Angeles Investment Advisors
California
$11M
3
WC
Waterloo Capital
Texas
$12.6M
4
Wells Fargo
Wells Fargo
California
$33.4M
5
RJA
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$39.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$441K
3
SFC
Strategic Financial Concepts
Texas
$261K
4
GS
GTS Securities
New York
$0
5
EFG
Erickson Financial Group
Pennsylvania
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$734K – – –
GIA
177
Gladstone Institutional Advisory
Florida
$723K -$685 -15 -0.1%
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$722K -$253K -5,542 -26%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$709K +$91.6K +2,007 +15%
DA
180
Detalus Advisors
Missouri
$707K -$6.8K -149 -1%
SC
181
Savant Capital
Illinois
$703K +$36.5K +799 +5%
IAN
182
Integrated Advisors Network
Texas
$691K -$3.84K -84 -0.6%
LMKC
183
L.M. Kohn & Company
Ohio
$686K +$7.3K +160 +1%
SWM
184
Spire Wealth Management
Virginia
$682K +$55.1K +1,207 +9%
FI
185
Financial Insights
Washington
$680K +$78.3K +1,715 +13%
MA
186
Mutual Advisors
Nebraska
$655K -$18.7K -410 -3%
PAS
187
Park Avenue Securities
New York
$647K +$58.4K +1,280 +10%
LC
188
Lindbrook Capital
California
$639K +$3.42K +75 +0.5%
GWMR
189
GC Wealth Management RIA
Massachusetts
$634K – – –
FWM
190
Focused Wealth Management
New York
$632K -$36.7K -804 -5%
T
191
Tidemark
California
$628K -$6.99K -153 -1%
BWL
192
Bogart Wealth LLC
Virginia
$625K +$2.56K +56 +0.4%
NP
193
NorthRock Partners
Minnesota
$618K +$22K +483 +4%
FWA
194
FSC Wealth Advisors
New York
$617K +$23.6K +517 +4%
DC
195
Davenport & Co
Virginia
$609K -$32.5K -713 -5%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$605K +$183 +4 +0%
FHA
197
Flagship Harbor Advisors
Massachusetts
$594K +$594K +13,017 New
WJA
198
Willis Johnson & Associates
Texas
$593K -$79.6K -1,744 -12%
AWA
199
Arete Wealth Advisors
Illinois
$588K -$156K -3,438 -21%
APA
200
Astoria Portfolio Advisors
New York
$576K -$16.4K -363 -3%
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