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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
LPL Financial
LPL Financial
California
$120M
3
Wells Fargo
Wells Fargo
California
$31.9M
4
PP
Prudential plc
United Kingdom
$874M
5
Citigroup
Citigroup
New York
$8.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$55.9M
2
FGAM
Financial Gravity Asset Management
Texas
$19.7M
3
SPIA
Strategic Point Investment Advisors
Rhode Island
$0
4
UBS Group
UBS Group
Switzerland
$29.7M
5
CL
COWA LLC
Oklahoma
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$534K – – –
MPW
202
MGO Private Wealth
California
$530K +$64.8K +1,591 +14%
SFM
203
Signet Financial Management
New Jersey
$529K +$3.38K +83 +0.6%
FWA
204
FSC Wealth Advisors
New York
$517K +$345K +8,470 +200%
MCCP
205
Mission Creek Capital Partners
California
$502K +$81 +2 +0%
PAS
206
Park Avenue Securities
New York
$496K -$5.33M -131,001 -91%
NRC
207
New Republic Capital
North Carolina
$478K – – –
NP
208
NorthRock Partners
Minnesota
$474K +$52.8K +1,296 +13%
PTC
209
Private Trust Company
Ohio
$454K +$267K +6,550 +143%
OC
210
Oarsman Capital
Wisconsin
$450K -$217K -5,333 -33%
TCM
211
Traynor Capital Management
Pennsylvania
$449K -$13.9K -342 -3%
SFG
212
Sovereign Financial Group
Connecticut
$449K -$52.4K -1,288 -10%
CA
213
Continuum Advisory
Idaho
$444K -$87.1K -2,137 -16%
BBWP
214
Beacon Bridge Wealth Partners
Pennsylvania
$437K +$160K +3,931 +58%
SI
215
SimpliFi Inc
California
$437K +$9.93K +244 +2%
APA
216
Astoria Portfolio Advisors
New York
$437K -$160K -4,150 -27%
CCA
217
Conservest Capital Advisors
Pennsylvania
$436K +$2.44K +60 +0.6%
HFS
218
Howard Financial Services
Texas
$436K – – –
GKWIM
219
Gerber Kawasaki Wealth & Investment Management
California
$435K +$58.2K +1,429 +15%
ACM
220
Altrius Capital Management
North Carolina
$435K -$10.1K -248 -2%
BFWM
221
Bright Futures Wealth Management
New York
$423K +$423K +10,606 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$421K +$100K +2,467 +31%
HNWAG
223
High Net Worth Advisory Group
Florida
$420K +$204 +5 +0%
EGWAG
224
Elwood & Goetz Wealth Advisory Group
Georgia
$420K -$651 -16 -0.2%
CW
225
CIC Wealth
Maryland
$420K +$13.7K +337 +3%
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