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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

91 hedge funds and large institutions have $180M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
50
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$16.7M
2
Ameriprise
2
Ameriprise
Minnesota
$34.6M
3
ACI
3
Alpha Cubed Investments
California
$7.31M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$5.3M
5
GFPC
5
Global Financial Private Capital
Florida
$3.49M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$961K
2
CF
2
Centaurus Financial
California
$2.03K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$189K
5
GI
5
Gradient Investments
Minnesota
$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Towercrest Capital Management
Pennsylvania
$1.54M +$20.4K +544 +1%
FWM
27
Frontier Wealth Management
Missouri
$1.5M +$10.5K +279 +0.7%
RIA
28
Regal Investment Advisors
Michigan
$1.37M +$635K +16,935 +86%
SWM
29
SeaCrest Wealth Management
New York
$1.26M +$154K +4,102 +14%
FPIS
30
Financial Planning & Information Services
Wisconsin
$993K +$993K +26,461 New
TC
31
Truvestments Capital
Florida
$975K +$230K +6,131 +31%
PAG
32
Private Advisor Group
New Jersey
$971K +$587K +15,652 +153%
RA
33
RFG Advisory
Alabama
$961K -$3.26M -86,747 -77%
FAM
34
Formidable Asset Management
Ohio
$896K +$130K +3,465 +17%
Morgan Stanley
35
Morgan Stanley
New York
$851K -$48.5K -1,293 -5%
IA
36
IFP Advisors
Florida
$825K +$244K +6,501 +42%
IFWM
37
Institute for Wealth Management
Colorado
$809K +$32.6K +871 +4%
TCM
38
Tradition Capital Management
New Jersey
$664K +$62.1K +1,655 +10%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$613K +$613K +16,350 New
SFM
40
Signet Financial Management
New Jersey
$559K -$33.1K -883 -6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$555K +$50.2K +1,341 +10%
ACM
42
AlphaStar Capital Management
North Carolina
$546K +$4.02K +107 +0.7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$533K +$37.5K +1,000 +8%
Creative Planning
44
Creative Planning
Kansas
$513K +$9.91K +264 +2%
CIAS
45
Capital Investment Advisory Services
North Carolina
$473K +$43.7K +1,166 +10%
FIA
46
Foundations Investment Advisors
Arizona
$417K +$190K +5,075 +84%
LNC
47
Lincoln National Corp
Pennsylvania
$416K +$4.92K +131 +1%
SRSA
48
S.R. Schill & Associates
Washington
$350K +$350K +9,317 New
CAN
49
Cetera Advisor Networks
California
$292K +$292K +7,695 New
RJA
50
Raymond James & Associates
Florida
$289K +$22.8K +609 +9%
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