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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 %
SC
201
Savant Capital
Illinois
$571K +$823 +21 +0.1%
VWA
202
Visionary Wealth Advisors
Illinois
$571K -$239K -6,090 -29%
Millennium Management
203
Millennium Management
New York
$568K +$568K +14,487 New
Comerica Bank
204
Comerica Bank
Texas
$567K -$12.1M -309,817 -96%
DC
205
Davenport & Co
Virginia
$547K -$104K -2,661 -16%
SW
206
SVB Wealth
Massachusetts
$544K +$544K +13,881 New
RMAM
207
Raab & Moskowitz Asset Management
New Jersey
$537K +$20.5K +522 +4%
BWL
208
Bogart Wealth LLC
Virginia
$529K +$2.86K +73 +0.5%
WJA
209
Willis Johnson & Associates
Texas
$528K +$9.29K +237 +2%
BCM
210
Brookstone Capital Management
Illinois
$525K -$298K -7,597 -36%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$519K +$104K +2,666 +25%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$512K -$1.38M -35,257 -73%
CA
213
Continuum Advisory
Idaho
$511K -$138K -3,519 -21%
SFM
214
Signet Financial Management
New Jersey
$506K +$8.66K +221 +2%
GWMR
215
GC Wealth Management RIA
Massachusetts
$503K +$503K +12,837 New
SXL
216
Summit X LLC
Missouri
$495K -$25.4K -648 -5%
RIA
217
Regal Investment Advisors
Michigan
$484K +$484K +12,347 New
MCCP
218
Mission Creek Capital Partners
California
$483K +$78 +2 +0%
SFG
219
Sovereign Financial Group
Connecticut
$482K +$66.2K +1,688 +16%
NRC
220
New Republic Capital
North Carolina
$460K +$460K +11,734 New
WA
221
WBH Advisory
Maryland
$452K -$13.6K -346 -3%
MPW
222
MGO Private Wealth
California
$448K +$52.2K +1,331 +13%
TCM
223
Traynor Capital Management
Pennsylvania
$446K -$320K -8,160 -42%
FLA
224
Financial Life Advisors
Texas
$441K -$46.4K -1,185 -10%
ACM
225
Altrius Capital Management
North Carolina
$428K -$15.2K -387 -3%
7 8
9
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