SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$10.2M
2
VA
2
Valmark Advisers
Ohio
$7.8M
3
TFA
3
TPG Financial Advisors
Oregon
$5.79M
4
AWM
4
AE Wealth Management
Kansas
$6.46M
5
SS
5
Simplicity Solutions
Minnesota
$4.03M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.5M
2
BFG
2
Barber Financial Group
Kansas
$3.6M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.25M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.63M -$3.82K -100 -0.2%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.62M +$96.1K +2,530 +6%
FWM
53
Focused Wealth Management
New York
$1.61M +$1.56M +41,027 +2,826%
FWM
54
Frontier Wealth Management
Missouri
$1.58M -$7.45K -196 -0.5%
SWM
55
SeaCrest Wealth Management
New York
$1.49M -$9.27K -244 -0.6%
FIA
56
Foundations Investment Advisors
Arizona
$1.42M +$812K +22,020 +135%
GWAG
57
Garrett Wealth Advisory Group
Texas
$1.38M +$185K +4,868 +15%
HAS
58
HBW Advisory Services
California
$1.28M +$1.28M +35,126 New
Creative Planning
59
Creative Planning
Kansas
$1.28M +$29.7K +781 +2%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$1.26M +$46.2K +1,215 +4%
EFL
61
ERn Financial LLC
Wisconsin
$1.23M +$2.54K +67 +0.2%
LF
62
Lantz Financial
Illinois
$1.14M +$388K +10,606 +52%
PAG
63
Private Advisor Group
New Jersey
$1.1M +$64.6K +1,700 +6%
IA
64
IFG Advisory
Georgia
$1.05M +$1.05M +27,649 New
DAS
65
Dynamic Advisor Solutions
Arizona
$1.05M -$4.02M -105,688 -79%
FPB
66
First PREMIER Bank
South Dakota
$1.05M +$333K +8,778 +47%
GSWM
67
Golden State Wealth Management
California
$1.04M -$24.5K -645 -2%
LA
68
LexAurum Advisors
Kansas
$1.04M +$667K +17,562 +181%
KWM
69
Kingsview Wealth Management
Oregon
$1.03M +$38 +1 +0%
RC
70
Roundview Capital
New Jersey
$1.02M +$57.5K +1,514 +6%
SMM
71
Stadion Money Management
Georgia
$1.01M – – –
IFWM
72
Institute for Wealth Management
Colorado
$1.01M +$54.1K +1,426 +6%
MA
73
Mutual Advisors
Nebraska
$987K +$403K +10,603 +69%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$966K +$966K +25,440 New
Citadel Advisors
75
Citadel Advisors
Florida
$965K +$203K +5,333 +27%
1 2
3
4 5