SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$834M
2
Ameriprise
2
Ameriprise
Minnesota
$96.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$158M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$415M
5
FGAM
5
Financial Gravity Asset Management
Texas
$158M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
LPL Financial
4
LPL Financial
California
$105M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Prudential plc
United Kingdom
$834M 21,268,633 +4,635,075 +28%
MYLI
2
Meiji Yasuda Life Insurance
Japan
$415M 10,592,146 +928,298 +10%
Morgan Stanley
3
Morgan Stanley
New York
$158M 4,042,736 +1,410,279 +54%
FGAM
4
Financial Gravity Asset Management
Texas
$158M 3,065,266 +239,627 +8%
Bank of America
5
Bank of America
North Carolina
$130M 3,306,846 -577,389 -15%
LPL Financial
6
LPL Financial
California
$105M 2,688,868 -458,333 -15%
Ameriprise
7
Ameriprise
Minnesota
$96.4M 2,460,028 +1,890,041 +332%
AOI
8
Auto-Owners Insurance
Michigan
$80.4M 2,050,000 – –
FCAS
9
First Command Advisory Services
Texas
$66M 1,683,909 -29,868 -2%
UBS Group
10
UBS Group
Switzerland
$39.1M 998,324 +192,627 +24%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$28.6M 729,573 -39,617 -5%
AF
12
Allworth Financial
California
$26.7M 681,835 -293,231 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.4M 597,786 -664,153 -53%
Wells Fargo
14
Wells Fargo
California
$22.2M 567,098 -229,777 -29%
Goldman Sachs
15
Goldman Sachs
New York
$17.1M 435,713 +13,730 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.3M 416,566 +22,325 +6%
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$15.5M 395,094 +163 +0%
AllianceBernstein
18
AllianceBernstein
Tennessee
$14.5M 370,145 -2,577 -0.7%
CFP
19
Curran Financial Partners
South Carolina
$13.8M 360,949 +20,009 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.5M 344,426 -191,061 -36%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13M 332,136 -77,755 -19%
CL
22
COWA LLC
Oklahoma
$12.2M 310,320 -20,497 -6%
HAFS
23
Hapanowicz & Associates Financial Services
Pennsylvania
$11.5M 293,851 -2,311 -0.8%
BIA
24
Barry Investment Advisors
Massachusetts
$11.2M 286,684 +93,553 +48%
CW
25
Connectus Wealth
Ohio
$11.1M 284,162 -17,142 -6%
1
2 3 4 5