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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

54 hedge funds and large institutions have $39.1M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+24
Holders Change %
+80%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$3.83M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.51M
3
WP
3
WealthPLAN Partners
Nebraska
$1.95M
4
RA
4
RFG Advisory
Alabama
$1.69M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$1.21M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$884K
2
FA
2
FDx Advisors
Illinois
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
PAG
4
Private Advisor Group
New Jersey
$306K
5
UBS Group
5
UBS Group
Switzerland
$881K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Capital
Florida
$447K – – –
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$444K +$3.86K +103 +0.9%
PTC
28
Private Trust Company
Ohio
$381K – – –
BTS
29
BB&T Securities
Virginia
$364K +$26.2K +702 +8%
CIAS
30
Capital Investment Advisory Services
North Carolina
$356K +$356K +9,505 New
Creative Planning
31
Creative Planning
Kansas
$332K +$52.1K +1,388 +19%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$331K +$98.4K +2,633 +42%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$318K +$9.38K +250 +3%
PAG
34
Private Advisor Group
New Jersey
$306K -$397K -10,551 -56%
RJA
35
Raymond James & Associates
Florida
$290K +$40.4K +1,079 +16%
AG
36
Advisor Group
Arizona
$260K +$219K +5,861 +536%
IA
37
IFP Advisors
Florida
$224K +$204K +5,458 +1,034%
GLA
38
Great Lakes Advisors
Illinois
$218K +$218K +5,808 New
GI
39
Gradient Investments
Minnesota
$185K +$185K +4,938 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$163K +$4.88K +130 +3%
AWA
41
Acorn Wealth Advisors
Michigan
$75K +$75K +1,985 New
ACM
42
Armbruster Capital Management
New York
$62K +$62K +1,665 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44K +$22K +588 +100%
GWM
44
Geneos Wealth Management
Colorado
$31K – – –
WAS
45
Winch Advisory Services
Wisconsin
$29K +$29K +767 New
WP
46
WealthShield Partners
North Carolina
$19K +$19K +500 New
W
47
WealthShield
North Carolina
$19K +$19K +500 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6K +$77 +2 +1%
ASN
49
Advisory Services Network
Georgia
$4K +$4K +102 New
CFN
50
Cordasco Financial Network
Florida
$4K +$4K +103 New
1
2
3