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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$149M
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$339M
3
FCAS
3
First Command Advisory Services
Texas
$60.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.4M
5
Comerica Bank
5
Comerica Bank
Texas
$11.4M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$583M
2
NWM
2
NEIRG Wealth Management
Massachusetts
$0
3
GRP
3
Global Retirement Partners
California
$323K
4
Morgan Stanley
4
Morgan Stanley
New York
$92.3M
5
LPL Financial
5
LPL Financial
California
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Prudential plc
United Kingdom
$583M 16,633,558 -1,734,705 -9%
MYLI
2
Meiji Yasuda Life Insurance
Japan
$339M 9,663,848 +2,463,328 +34%
FGAM
3
Financial Gravity Asset Management
Texas
$149M 2,825,639 +2,714,391 +2,440%
Bank of America
4
Bank of America
North Carolina
$136M 3,884,235 -79,321 -2%
LPL Financial
5
LPL Financial
California
$110M 3,147,201 -142,082 -4%
Morgan Stanley
6
Morgan Stanley
New York
$92.3M 2,632,457 -198,351 -7%
AOI
7
Auto-Owners Insurance
Michigan
$71.9M 2,050,000 – –
FCAS
8
First Command Advisory Services
Texas
$60.1M 1,713,777 +1,708,224 +30,762%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44.3M 1,261,939 +60,207 +5%
AF
10
Allworth Financial
California
$34.2M 975,066 +77,776 +9%
UBS Group
11
UBS Group
Switzerland
$28.3M 805,697 -25,802 -3%
Wells Fargo
12
Wells Fargo
California
$27.9M 796,875 -134,265 -14%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$27M 769,190 -67,370 -8%
HWA
14
Heartwood Wealth Advisors
Virginia
$23.8M 677,656 +21,698 +3%
Ameriprise
15
Ameriprise
Minnesota
$20M 569,987 +76,763 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$18.8M 535,487 +94,866 +22%
SAS
17
Sage Advisory Services
Texas
$15.6M 444,725 +26,574 +6%
Goldman Sachs
18
Goldman Sachs
New York
$14.8M 421,983 +20,317 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$14.4M 409,891 +10,669 +3%
SPIA
20
Strategic Point Investment Advisors
Rhode Island
$13.9M 394,931 +8,219 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.8M 394,241 -33,971 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.4M 381,835 +381,835 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$13.1M 372,722 +20,171 +6%
CFP
24
Curran Financial Partners
South Carolina
$12M 340,940 +18,625 +6%
CL
25
COWA LLC
Oklahoma
$11.6M 330,817 -324 -0.1%
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