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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$645M
2
EWA
2
EP Wealth Advisors
California
$116M
3
PIM
3
Parker Investment Management
California
$86.7M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$274M
5
BW
5
BIP Wealth
Georgia
$13.6M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$19.4M
2
AI
2
Atria Investments
North Carolina
$0
3
FCB
3
First Command Bank
Texas
$80.3M
4
FCFS
4
First Command Financial Services
Texas
$80.3M
5
BB
5
Bell Bank
North Dakota
$890K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Prudential plc
United Kingdom
$645M 16,981,748 +6,774,366 +66%
MYLI
2
Meiji Yasuda Life Insurance
Japan
$274M 7,200,520 +1,050,000 +17%
Bank of America
3
Bank of America
North Carolina
$215M 5,665,126 +154,931 +3%
LPL Financial
4
LPL Financial
California
$137M 3,595,193 +42,492 +1%
EWA
5
EP Wealth Advisors
California
$116M 282,144 +257,772 +1,058%
Morgan Stanley
6
Morgan Stanley
New York
$112M 2,960,193 -455,115 -13%
PIM
7
Parker Investment Management
California
$86.7M 2,282,719 +2,282,719 New
FCB
8
First Command Bank
Texas
$80.3M 2,112,055 -527,785 -20%
FCFS
9
First Command Financial Services
Texas
$80.3M 2,112,055 -527,785 -20%
AOI
10
Auto-Owners Insurance
Michigan
$77.8M 2,050,000 – –
Wells Fargo
11
Wells Fargo
California
$51.4M 1,351,680 -424,409 -24%
UBS Group
12
UBS Group
Switzerland
$48.6M 1,278,163 +63,065 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.3M 1,269,747 -180,630 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44.6M 1,173,813 -46,062 -4%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$44M 1,157,293 +17,983 +2%
AF
16
Allworth Financial
California
$27.9M 733,258 +175,886 +32%
HWA
17
Heartwood Wealth Advisors
Virginia
$24.6M 647,626 +31,017 +5%
Ameriprise
18
Ameriprise
Minnesota
$21.5M 566,952 -290,097 -34%
Goldman Sachs
19
Goldman Sachs
New York
$20.7M 544,613 +37,908 +7%
FCAS
20
First Command Advisory Services
Texas
$19.4M 509,995 -17,412,963 -97%
FBB
21
Fulton Breakefield Broenniman
Maryland
$16.8M 441,894 +18,103 +4%
AWM
22
Angeles Wealth Management
California
$16.5M 433,242 +43,231 +11%
SAS
23
Sage Advisory Services
Texas
$15.3M 403,654 +33,992 +9%
PI
24
PFS Investments
Georgia
$14.9M 393,242 +20,648 +6%
SPIA
25
Strategic Point Investment Advisors
Rhode Island
$14.8M 389,537 +2,700 +0.7%
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