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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 %
NP
201
NorthRock Partners
Minnesota
$525K +$57K +1,416 +12%
FWA
202
FSC Wealth Advisors
New York
$523K +$11.9K +296 +2%
PAS
203
Park Avenue Securities
New York
$519K +$28.4K +706 +6%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$509K -$113K -2,819 -18%
SFM
205
Signet Financial Management
New Jersey
$499K -$23.5K -583 -4%
MCCP
206
Mission Creek Capital Partners
California
$496K +$121 +3 +0%
IWM
207
IHT Wealth Management
Illinois
$474K +$151K +3,758 +47%
NRC
208
New Republic Capital
North Carolina
$472K – – –
WWA
209
WCG Wealth Advisors
Nevada
$472K -$1.74M -43,287 -79%
CPIG
210
Chicago Partners Investment Group
Illinois
$457K +$11.3K +260 +3%
BFWM
211
Bright Futures Wealth Management
New York
$454K – – –
OC
212
Oarsman Capital
Wisconsin
$450K +$5.11K +127 +1%
FEG
213
Financial Enhancement Group
Indiana
$449K -$7.83K -181 -2%
SI
214
SimpliFi Inc
California
$437K +$5.23K +130 +1%
CCA
215
Conservest Capital Advisors
Pennsylvania
$436K – – –
ACM
216
Altrius Capital Management
North Carolina
$431K +$1.73K +43 +0.4%
SFG
217
Sovereign Financial Group
Connecticut
$431K -$12.5K -310 -3%
HFS
218
Howard Financial Services
Texas
$431K – – –
IP
219
Ignite Planners
California
$424K +$19.5K +489 +5%
KA
220
Kovack Advisors
Florida
$421K +$421K +10,471 New
HNWAG
221
High Net Worth Advisory Group
Florida
$415K +$282 +7 +0.1%
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
$415K +$415K +10,322 New
EGWAG
223
Elwood & Goetz Wealth Advisory Group
Georgia
$415K – – –
DS
224
DRW Securities
Illinois
$412K +$94.5K +2,350 +30%
WA
225
Waverly Advisors
Alabama
$405K -$6.68K -166 -2%
7 8
9
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