SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

147 hedge funds and large institutions have $302M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
66
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$10.5M
2
BFG
2
Barber Financial Group
Kansas
$12.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M
4
CCP
4
Cardan Capital Partners
Colorado
$5.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$16.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16M
2
WI
2
WrapManager Inc
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$53.2M
4
APP
4
Avantax Planning Partners
Iowa
$207K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
26
RDA Financial Network
Iowa
$3.03M +$3.03M +78,269 New
ACM
27
AlphaStar Capital Management
North Carolina
$2.9M +$961K +25,408 +50%
Jane Street
28
Jane Street
New York
$2.78M +$808K +21,364 +41%
FI
29
FormulaFolio Investments
Michigan
$2.52M +$357K +9,439 +16%
SCA
30
Stillwater Capital Advisors
Pennsylvania
$2.48M +$271K +7,148 +12%
FAAS
31
First Allied Advisory Services
California
$1.68M +$5.71K +150 +0.3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.67M +$102K +2,684 +6%
TCM
33
Tradition Capital Management
New Jersey
$1.64M +$831K +21,981 +103%
KWM
34
Kingsview Wealth Management
Oregon
$1.6M -$84.3K -2,227 -5%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$1.53M +$489K +12,928 +47%
SWM
36
SeaCrest Wealth Management
New York
$1.51M -$86.7K -2,292 -5%
FWM
37
Frontier Wealth Management
Missouri
$1.49M -$18K -477 -1%
FIM
38
Frontier Investment Management
Texas
$1.37M +$73.8K +1,950 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.37M -$228K -6,023 -14%
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$1.29M +$600K +15,850 +87%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$1.86K +49 +0.1%
EFL
42
ERn Financial LLC
Wisconsin
$1.24M +$122K +3,151 +11%
Creative Planning
43
Creative Planning
Kansas
$1.09M +$578K +15,267 +112%
PS
44
Portfolio Strategies
New York
$1.02M +$1.02M +27,085 New
PAG
45
Private Advisor Group
New Jersey
$1.01M +$59.4K +1,568 +6%
RIA
46
Regal Investment Advisors
Michigan
$1M -$58.5K -1,545 -6%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$1M +$922K +24,376 +1,158%
DAS
48
Dynamic Advisor Solutions
Arizona
$992K -$833 -22 -0.1%
GWAG
49
Garrett Wealth Advisory Group
Texas
$982K +$583K +15,400 +146%
Goldman Sachs
50
Goldman Sachs
New York
$973K +$657K +17,383 +208%
1
2
3 4 5