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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

206 hedge funds and large institutions have $289M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-36
Holders Change %
-14.88%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
35
Increased
91
Reduced
55
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.1M
2
PI
2
PFS Investments
Georgia
$5.73M
3
LPL Financial
3
LPL Financial
California
$14.1M
4
APW
4
Aurora Private Wealth
New Jersey
$7.84M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$8.03M

Top Sellers

1
NP
1
NorthRock Partners
Minnesota
$0
2
AssetMark Inc
2
AssetMark Inc
California
$2.17M
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
PIN
4
Prudent Investors Network
California
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$2.44M +$264K +10,728 +12%
AssetMark Inc
27
AssetMark Inc
California
$2.17M -$16.9M -688,793 -89%
RFN
28
RDA Financial Network
Iowa
$2.15M +$204K +8,278 +10%
APP
29
Avantax Planning Partners
Iowa
$2.03M +$1.55M +63,012 +323%
GSIS
30
Global Strategic Investment Solutions
Arizona
$2.01M +$2.01M +81,786 New
RJA
31
Raymond James & Associates
Florida
$1.91M -$915K -37,208 -32%
CF
32
Centaurus Financial
California
$1.9M +$268K +10,883 +16%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.88M +$159K +6,465 +9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.84M +$342K +13,912 +23%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.76M +$1.45M +59,110 +471%
CI
36
CX Institutional
Indiana
$1.73M +$1.73M +70,485 New
HighTower Advisors
37
HighTower Advisors
Illinois
$1.71M -$447K -18,261 -21%
RWA
38
Redhawk Wealth Advisors
Minnesota
$1.59M -$24K -976 -1%
Citadel Advisors
39
Citadel Advisors
Florida
$1.49M +$1.3M +52,991 +687%
UWM
40
USAdvisors Wealth Management
Minnesota
$1.49M +$896K +36,434 +151%
AWA
41
ARQ Wealth Advisors
Arizona
$1.47M +$1.47M +59,806 New
CWG
42
Cornerstone Wealth Group
North Carolina
$1.35M -$1.46M -59,289 -52%
MA
43
Mutual Advisors
Nebraska
$1.3M +$417K +16,943 +47%
TAM
44
Tradition Asset Management
Virginia
$1.29M +$101K +4,114 +8%
BRWM
45
B. Riley Wealth Management
Tennessee
$1.27M +$855K +34,779 +205%
Truist Financial
46
Truist Financial
North Carolina
$1.25M +$678K +27,583 +119%
FWM
47
Focused Wealth Management
New York
$1.24M +$171K +6,965 +16%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.22M +$922K +37,469 +307%
FAAS
49
First Allied Advisory Services
California
$1.22M +$98.9K +4,020 +9%
GRP
50
Global Retirement Partners
California
$1.21M +$1.02M +41,615 +542%
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