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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
1
NorthRock Partners
Minnesota
$19.7M
2
Bank of America
2
Bank of America
North Carolina
$38.9M
3
PIN
3
Prudent Investors Network
California
$11.9M
4
SA
4
Stewardship Advisors
Pennsylvania
$8.84M
5
LPL Financial
5
LPL Financial
California
$16.1M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$1.12M
2
VA
2
Valmark Advisers
Ohio
$689K
3
CCFM
3
Clear Creek Financial Management
Washington
$573K
4
SS
4
Simplicity Solutions
Minnesota
$250K
5
AWM
5
AE Wealth Management
Kansas
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$5.03M 127,442 -5,014 -4%
Wells Fargo
27
Wells Fargo
California
$4.55M 115,330 +48,800 +73%
RJA
28
Raymond James & Associates
Florida
$4.54M 114,933 +21,699 +23%
CWG
29
Cornerstone Wealth Group
North Carolina
$4.51M 114,335 +22,618 +25%
FWM
30
FSA Wealth Management
Massachusetts
$4.17M 105,615 +105,615 New
MAG
31
Mokosak Advisory Group
Iowa
$3.95M 100,043 +2,002 +2%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$3.79M 96,022 +13,633 +17%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$3.64M 92,143 +92,143 New
BFG
34
Barber Financial Group
Kansas
$3.49M 88,437 -6,392 -7%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.48M 88,240 +902 +1%
RMAM
36
Raab & Moskowitz Asset Management
New Jersey
$3.43M 86,846 +413 +0.5%
WP
37
WealthPLAN Partners
Nebraska
$3.4M 85,588 -525 -0.6%
ACM
38
AlphaStar Capital Management
North Carolina
$3.4M 86,217 -157 -0.2%
FIM
39
Frontier Investment Management
Texas
$3.39M 85,928 +12,233 +17%
AWM
40
AE Wealth Management
Kansas
$3.3M 83,604 -86,471 -51%
WI
41
WrapManager Inc
California
$3.27M 82,788 +73,790 +820%
RFN
42
RDA Financial Network
Iowa
$3.08M 79,140 +66 +0.1%
IA
43
IFP Advisors
Florida
$2.93M 74,317 +2,784 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.75M 69,762 +11,276 +19%
CF
45
Centaurus Financial
California
$2.61M 66,235 +3,556 +6%
RG
46
Retirement Group
California
$2.61M 66,101 +66,101 New
RWA
47
Redhawk Wealth Advisors
Minnesota
$2.59M 65,659 +65,659 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.41M 60,936 +3,359 +6%
AI
49
Atria Investments
North Carolina
$2.19M 55,440 -10,906 -16%
TLP
50
Trinity Legacy Partners
Texas
$2.17M 55,408 +55,408 New
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