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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
LPL Financial
3
LPL Financial
California
$16.1M
4
TCPWM
4
Traverso Chambers Private Wealth Management
California
$6.99M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21M

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 %
MGIA
51
Moneta Group Investment Advisors
Missouri
$2M 50,634 +502 +1%
CS
52
Credit Suisse
Switzerland
$1.93M 48,924 +48,924 New
TAM
53
Tradition Asset Management
Virginia
$1.91M 48,480 -2,294 -5%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$1.88M 47,650 +5,100 +12%
LWAC
55
Laurel Wealth Advisors (California)
California
$1.85M 46,762 +46,762 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.84M 46,729 +46,729 New
FAAS
57
First Allied Advisory Services
California
$1.81M 45,631 +2,902 +7%
GVAG
58
Great Valley Advisor Group
Delaware
$1.81M 45,852 -22,110 -33%
FIA
59
Foundations Investment Advisors
Arizona
$1.79M 45,733 +7,363 +19%
FWM
60
Focused Wealth Management
New York
$1.71M 43,365 +886 +2%
EWM
61
Executive Wealth Management
Michigan
$1.68M 42,509 -23,714 -36%
Creative Planning
62
Creative Planning
Kansas
$1.65M 41,699 +8,050 +24%
HAS
63
HBW Advisory Services
California
$1.57M 40,255 +5,129 +15%
SWM
64
SeaCrest Wealth Management
New York
$1.55M 39,359 +66 +0.2%
MA
65
Mutual Advisors
Nebraska
$1.42M 35,978 +9,982 +38%
LF
66
Lantz Financial
Illinois
$1.39M 35,179 +4,010 +13%
JFA
67
Johanson Financial Advisors
California
$1.36M 53,685 +53,685 New
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$1.35M 34,167 +1,024 +3%
PAG
69
Private Advisor Group
New Jersey
$1.3M 32,897 +3,854 +13%
EFL
70
ERn Financial LLC
Wisconsin
$1.27M 32,070 -298 -0.9%
FPB
71
First PREMIER Bank
South Dakota
$1.25M 31,697 +4,175 +15%
LA
72
LexAurum Advisors
Kansas
$1.22M 30,924 +3,637 +13%
CA
73
Calton & Associates
Florida
$1.2M 30,330 +12,345 +69%
IA
74
IFG Advisory
Georgia
$1.19M 30,087 +2,438 +9%
ACA
75
Aptus Capital Advisors
Alabama
$1.12M 28,377 -240,680 -89%
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