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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

238 hedge funds and large institutions have $331M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+35
Holders Change %
+17.24%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
59
Increased
59
Reduced
83
Closed
21
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$12.9M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$8.36M
4
ACM
4
Advisors Capital Management
New Jersey
$5.63M
5
LPL Financial
5
LPL Financial
California
$22.1M

Top Sellers

1
AO
1
Advisor OS
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.42M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$276K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
226
Janiczek Wealth Management
Colorado
$3K – – –
AWM
227
Atticus Wealth Management
Florida
$3K +$3K +102 New
TAM
228
Tucker Asset Management
Colorado
$2.44K +$2.44K +74 New
FRA
229
Front Row Advisors
California
$2K – – –
LFG
230
Larson Financial Group
Missouri
$2K – – –
Citigroup
231
Citigroup
New York
$2K +$2K +50 New
SIS
232
Sound Income Strategies
Florida
$1K – – –
DOA
233
D'Orazio & Associates
Virginia
$1K +$29 +1 +3%
AO
234
Advisor OS
Illinois
– -$22.1M -507,653 Closed
SMM
235
Stadion Money Management
Georgia
– -$729K -26,610 Closed
OMC
236
Old Mission Capital
Illinois
– -$676K -24,667 Closed
CFMC
237
Curbstone Financial Management Corp
New Hampshire
– -$422K -15,400 Closed
VIP
238
Vantage Investment Partners
Missouri
– -$382K -13,952 Closed
LNC
239
Lincoln National Corp
Pennsylvania
– -$347K -12,671 Closed
AAS
240
Avantax Advisory Services
Texas
– -$343K -12,518 Closed
RWB
241
RMR Wealth Builders
New Jersey
– -$335K -12,210 Closed
APP
242
Avantax Planning Partners
Iowa
– -$325K -11,868 Closed
FAM
243
Formidable Asset Management
Ohio
– -$308K -11,035 Closed
Comerica Bank
244
Comerica Bank
Texas
– -$292K -10,000 Closed
QC
245
QCM Cayman
Texas
– -$246K -8,983 Closed
DAS
246
Dynamic Advisor Solutions
Arizona
– -$224K -8,171 Closed
WAS
247
Wealth Advisory Solutions
Indiana
– -$221K -8,086 Closed
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
– -$197K -7,190 Closed
WP
249
WealthShield Partners
North Carolina
– -$131K -4,770 Closed
WT
250
Whittier Trust
California
– -$55K -2,000 Closed
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