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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

168 hedge funds and large institutions have $380M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+21
Holders Change %
+14.29%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
82
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$13.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.2M
3
Ameriprise
3
Ameriprise
Minnesota
$58.9M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$5.07M
5
Jane Street
5
Jane Street
New York
$6.55M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$459K
2
GFPC
2
Global Financial Private Capital
Florida
$0
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$2.02M
4
SCA
4
Stillwater Capital Advisors
Pennsylvania
$0
5
PS
5
Portfolio Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
26
Cornerstone Wealth Group
North Carolina
$3.52M +$3.52M +92,631 New
RJA
27
Raymond James & Associates
Florida
$3.39M -$956K -25,142 -22%
ACM
28
AlphaStar Capital Management
North Carolina
$3.37M +$461K +12,124 +16%
WP
29
WealthPLAN Partners
Nebraska
$3.18M -$35.3K -965 -1%
FI
30
FormulaFolio Investments
Michigan
$3.15M +$609K +16,005 +24%
EWM
31
Executive Wealth Management
Michigan
$3.1M +$3.1M +81,359 New
RFN
32
RDA Financial Network
Iowa
$3.08M +$77.5K +2,021 +3%
AI
33
Atria Investments
North Carolina
$2.7M +$2.7M +75,022 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$2.65M +$1.11M +29,222 +72%
GVAG
35
Great Valley Advisor Group
Delaware
$2.64M +$2.64M +69,373 New
CF
36
Centaurus Financial
California
$2.32M +$2.24M +58,842 +2,618%
AWM
37
AE Wealth Management
Kansas
$2.28M +$2.28M +60,038 New
OC
38
Oppenheimer & Co
New York
$2.08M +$2.08M +54,708 New
MGIA
39
Moneta Group Investment Advisors
Missouri
$2.02M -$4.34M -113,970 -68%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.99M +$1.99M +52,265 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.94M +$565K +14,865 +41%
RMAM
42
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$1.07M +28,031 +149%
TAM
43
Tradition Asset Management
Virginia
$1.76M +$1.76M +46,312 New
Wells Fargo
44
Wells Fargo
California
$1.76M +$1.44M +37,946 +456%
FIM
45
Frontier Investment Management
Texas
$1.72M +$339K +8,925 +25%
FMLI
46
Fukoku Mutual Life Insurance
Japan
$1.67M +$1.67M +44,000 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.67M -$7.26K -191 -0.4%
FAAS
48
First Allied Advisory Services
California
$1.63M -$51.3K -1,349 -3%
FWM
49
Frontier Wealth Management
Missouri
$1.59M +$87.6K +2,303 +6%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$1.52M +$223K +5,870 +17%
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