SPYD icon

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 %
Jane Street
201
Jane Street
New York
$576K -$1.79M -39,306 -76%
MCCP
202
Mission Creek Capital Partners
California
$563K +$91 +2 +0%
AAM
203
AMI Asset Management
California
$549K +$549K +12,028 New
IWM
204
IHT Wealth Management
Illinois
$547K +$9.68K +212 +2%
WWA
205
WCG Wealth Advisors
Nevada
$536K +$46 +1 +0%
NRC
206
New Republic Capital
North Carolina
$536K – – –
DS
207
DRW Securities
Illinois
$530K +$62.4K +1,368 +13%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$525K -$52.8K -1,157 -9%
OC
209
Oarsman Capital
Wisconsin
$524K +$13.6K +297 +3%
IP
210
Ignite Planners
California
$507K +$22.4K +491 +5%
SI
211
SimpliFi Inc
California
$501K +$4.98K +109 +1%
NC
212
NewSquare Capital
Pennsylvania
$499K +$499K +10,935 New
FTDI
213
First Trust Direct Indexing
Massachusetts
$499K +$499K +10,935 New
HFS
214
Howard Financial Services
Texas
$489K +$365 +8 +0.1%
CPIG
215
Chicago Partners Investment Group
Illinois
$487K +$3.62K +79 +0.7%
BFWM
216
Bright Futures Wealth Management
New York
$486K +$6.15K +136 +1%
EGWAG
217
Elwood & Goetz Wealth Advisory Group
Georgia
$475K +$4.25K +93 +0.9%
TC
218
Trilogy Capital
California
$472K +$99.1K +2,171 +27%
HNWAG
219
High Net Worth Advisory Group
Florida
$471K +$274 +6 +0.1%
CA
220
Continuum Advisory
Idaho
$471K +$14.8K +324 +3%
ACM
221
Altrius Capital Management
North Carolina
$469K -$20.7K -453 -4%
PTC
222
Private Trust Company
Ohio
$463K +$3.7K +81 +0.8%
LFAS
223
Level Four Advisory Services
Texas
$462K +$80.4K +1,779 +21%
WA
224
Waverly Advisors
Alabama
$460K – – –
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$456K +$19.4K +424 +4%
7 8
9
10 11