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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M

Top Buyers

1
PP
Prudential plc
United Kingdom
$917M
2
Morgan Stanley
Morgan Stanley
New York
$58M
3
HWA
Heartwood Wealth Advisors
Virginia
$25.5M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$57.1M
5
LPL Financial
LPL Financial
California
$66.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$32.4M
2
PI
PFS Investments
Georgia
$24.3M
3
HF
HRT Financial
New York
$0
4
PCM
Piedmont Capital Management
Montana
$0
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
201
Milestone Wealth
New York
$331K +$331K +7,863 New
OIA
202
OneDigital Investment Advisors
Kansas
$329K +$2.98K +71 +0.9%
ISWM
203
Independent Solutions Wealth Management
New York
$325K -$3.41K -81 -1%
MSAM
204
Moloney Securities Asset Management
Missouri
$317K – – –
NWA
205
Navis Wealth Advisors
New York
$315K – – –
MWM
206
Minot Wealth Management
Massachusetts
$313K +$313K +7,450 New
ML
207
McAdam LLC
Pennsylvania
$309K +$309K +7,340 New
FA
208
FDx Advisors
Illinois
$307K -$211K -5,005 -41%
RJT
209
Raymond James Trust
Florida
$307K – – –
SA
210
Stewardship Advisors
Pennsylvania
$303K -$548 -13 -0.2%
PAIM
211
Punch & Associates Investment Management
Minnesota
$300K – – –
PFA
212
Pinnacle Family Advisors
Missouri
$294K – – –
RIA
213
Realta Investment Advisors
Delaware
$293K +$293K +6,970 New
WKWM
214
Walter & Keenan Wealth Management
Indiana
$290K -$2.1K -50 -0.7%
LA
215
Latitude Advisors
Florida
$285K -$1.72K -41 -0.6%
LF
216
Lee Financial
Texas
$284K +$42 +1 +0%
WA
217
Wambolt & Associates
Colorado
$283K -$14.3K -339 -5%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$280K +$6.09K +145 +2%
JCM
219
Jacobi Capital Management
Pennsylvania
$279K -$91.3K -2,174 -25%
PA
220
PSI Advisors
Florida
$279K +$13.9K +329 +5%
KWM
221
Keebeck Wealth Management
Illinois
$273K +$273K +6,500 New
Prudential Financial
222
Prudential Financial
New Jersey
$271K +$27.1K +662 +11%
SB
223
Strategic Blueprint
Georgia
$271K +$271K +6,445 New
Betterment LLC
224
Betterment LLC
New York
$270K -$217K -5,158 -45%
OPA
225
Old Port Advisors
Maine
$269K +$6.81K +157 +3%
7 8
9
10 11