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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

206 hedge funds and large institutions have $289M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-36
Holders Change %
-14.88%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
35
Increased
91
Reduced
55
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13.1M
2
PI
PFS Investments
Georgia
$5.73M
3
LPL Financial
LPL Financial
California
$14.1M
4
APW
Aurora Private Wealth
New Jersey
$7.84M
5
TCPWM
Traverso Chambers Private Wealth Management
California
$8.03M

Top Sellers

1
NP
NorthRock Partners
Minnesota
$0
2
AssetMark Inc
AssetMark Inc
California
$2.17M
3
Bank of America
Bank of America
North Carolina
$10.5M
4
PIN
Prudent Investors Network
California
$0
5
SA
Stewardship Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Crumly & Associates
Illinois
– -$841K -21,311 Closed
SMG
227
Smart Money Group
Texas
– -$830K -21,057 Closed
RIA
228
Regal Investment Advisors
Michigan
– -$776K -19,677 Closed
ACG
229
Allen Capital Group
Nebraska
– -$730K -18,502 Closed
VA
230
Valmark Advisers
Ohio
– -$689K -17,450 Closed
TRCT
231
Tower Research Capital (TRC)
New York
– -$687K -17,420 Closed
AIP
232
Almanack Investment Partners
Pennsylvania
– -$630K -15,955 Closed
HT
233
Heritage Trust
Oklahoma
– -$608K -15,410 Closed
Stifel Financial
234
Stifel Financial
Missouri
– -$594K -15,059 Closed
FAM
235
Formidable Asset Management
Ohio
– -$588K -14,810 Closed
CCFM
236
Clear Creek Financial Management
Washington
– -$573K -14,553 Closed
VWM
237
Vigilare Wealth Management
Arizona
– -$548K -14,346 Closed
ACA
238
Ackerman Capital Advisors
Texas
– -$497K -12,597 Closed
AIS
239
American Investment Services
Massachusetts
– -$488K -12,370 Closed
ECM
240
ETrade Capital Management
Virginia
– -$403K -10,199 Closed
BSAM
241
Blue Sky Asset Management
Colorado
– -$350K -8,879 Closed
JAWM
242
J. Arnold Wealth Management
Ohio
– -$344K -8,706 Closed
AAS
243
Avantax Advisory Services
Texas
– -$338K -8,600 Closed
HWM
244
Howard Wealth Management
Connecticut
– -$328K -8,313 Closed
TP
245
Tranquility Partners
Tennessee
– -$319K -8,090 Closed
PPWM
246
PFG Private Wealth Management
Florida
– -$316K -8,005 Closed
NAS
247
Nicolet Advisory Services
Wisconsin
– -$305K -7,741 Closed
WMA
248
Wealth Management Associates
New Jersey
– -$292K -7,410 Closed
S
249
Surevest
California
– -$271K -6,868 Closed
AWA
250
Acorn Wealth Advisors
Michigan
– -$264K -6,768 Closed
7 8 9
10
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