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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.

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 %
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$943K -38,345 -44%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.18M +$12.3K +500 +1%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.18M +$25.2K +1,025 +2%
TCM
54
Towercrest Capital Management
Pennsylvania
$1.15M +$1M +40,678 +679%
FA
55
FDx Advisors
Illinois
$1.13M +$1.13M +45,822 New
ACA
56
Aptus Capital Advisors
Alabama
$1.07M +$376K +15,277 +54%
HAS
57
HBW Advisory Services
California
$1.07M -$826 -31 -0.1%
Creative Planning
58
Creative Planning
Kansas
$1.03M +$1.94K +79 +0.2%
CA
59
Calton & Associates
Florida
$1.02M +$270K +10,976 +36%
SAS
60
Sage Advisory Services
Texas
$1.02M +$1.02M +41,315 New
FCA
61
FinTrust Capital Advisors
South Carolina
$1.01M +$546K +22,193 +118%
SWM
62
SeaCrest Wealth Management
New York
$983K +$14.6K +593 +2%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$928K +$302K +12,300 +48%
WPC
64
White Pine Capital
Minnesota
$894K +$260K +10,560 +41%
NA
65
NewEdge Advisors
Louisiana
$883K +$403K +16,379 +84%
FPB
66
First PREMIER Bank
South Dakota
$871K +$91.2K +3,707 +12%
BW
67
Bison Wealth
Georgia
$855K +$841K +34,196 +6,117%
IA
68
IFG Advisory
Georgia
$839K +$99.1K +4,030 +13%
Renaissance Technologies
69
Renaissance Technologies
New York
$800K +$800K +32,500 New
PAG
70
Private Advisor Group
New Jersey
$776K -$33.7K -1,369 -4%
DAS
71
Dynamic Advisor Solutions
Arizona
$775K +$392K +15,915 +102%
AWMG
72
Alliance Wealth Management Group
New Jersey
$730K +$585K +23,772 +403%
FIM
73
Frontier Investment Management
Texas
$728K -$1.38M -56,320 -66%
NRI
74
NFP Retirement Inc
California
$720K +$105K +4,256 +17%
IFWM
75
Institute for Wealth Management
Colorado
$719K +$23.8K +966 +3%
1 2
3
4 5