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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

267 hedge funds and large institutions have $467M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+29
Holders Change %
+12.18%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
53
Increased
94
Reduced
79
Closed
23
Calls
$1.02M
Puts
$1.34M
Net Calls
-$326K
Net Calls Change
-$715K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$22.1M
2
FBB
Fulton Breakefield Broenniman
Maryland
$13.7M
3
GI
Gradient Investments
Minnesota
$9.72M
4
LPL Financial
LPL Financial
California
$34.8M
5
DIM
Delta Investment Management
California
$7.17M

Top Sellers

1
HWA
Heartwood Wealth Advisors
Virginia
$1.57M
2
SP
SWS Partners
Ohio
$0
3
ACM
Advisors Capital Management
New Jersey
$407K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FHA
Flagship Harbor Advisors
Massachusetts
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
226
Ellevest Inc
New York
$28K +$28K +732 New
BMD
227
Better Money Decisions
New Mexico
$26K +$26K +665 New
SW
228
SVB Wealth
Massachusetts
$24K – – –
GT
229
Glenmede Trust
Pennsylvania
$24K +$24K +644 New
APWA
230
Atlas Private Wealth Advisors
New Jersey
$22K +$5.08K +133 +30%
NFG
231
Next Financial Group
Texas
$22K +$22K +575 New
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$19K – – –
SFS
233
Sowell Financial Services
Arkansas
$19K +$19K +447 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$18K +$118 +3 +0.7%
PFA
235
Professional Financial Advisors
Nebraska
$17K +$272 +7 +2%
SFSIG
236
San Francisco Sentry Investment Group
California
$16K -$13.7K -355 -46%
TFS
237
TrustCore Financial Services
Tennessee
$16K – – –
DAM
238
Delta Asset Management
Tennessee
$15K – – –
RFA
239
Reilly Financial Advisors
California
$13K +$117 +3 +0.9%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$13K +$13K +335 New
BlackRock
241
BlackRock
New York
$10K -$2.15K -57 -18%
EIP
242
Ellis Investment Partners
Pennsylvania
$10K +$154 +4 +2%
US Bancorp
243
US Bancorp
Minnesota
$9K -$2.14K -57 -19%
MHR
244
Matthew Hamilton Rosenberg
$9K – – –
MCC
245
Money Concepts Capital
Florida
$8K – – –
VRM
246
Vectors Research Management
New York
$8K – – –
KFI
247
Key Financial Inc
Pennsylvania
$8K +$8K +200 New
TA
248
Tectonic Advisors
Texas
$7K +$7K +172 New
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$20.1K -543 -80%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$4K +$4K +100 New
8 9
10
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