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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

238 hedge funds and large institutions have $331M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+35
Holders Change %
+17.24%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
59
Increased
59
Reduced
83
Closed
21
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$12.9M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$8.36M
4
ACM
4
Advisors Capital Management
New Jersey
$5.63M
5
LPL Financial
5
LPL Financial
California
$22.1M

Top Sellers

1
AO
1
Advisor OS
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.42M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$276K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.4M +$808K +24,521 +136%
ACA
52
Aptus Capital Advisors
Alabama
$1.38M -$4.31K -131 -0.3%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.34M -$560K -16,980 -30%
BRWM
54
B. Riley Wealth Management
Tennessee
$1.33M -$63.5K -1,927 -5%
WWM
55
Western Wealth Management
Colorado
$1.31M -$60.9K -1,849 -4%
BW
56
Bison Wealth
Georgia
$1.31M +$65.9K +2,000 +5%
V
57
Veritable
Delaware
$1.3M – – –
CA
58
CGN Advisors
Kansas
$1.29M +$1.29M +39,091 New
NA
59
NewEdge Advisors
Louisiana
$1.27M -$155K -4,714 -11%
SWA
60
Sax Wealth Advisors
New Jersey
$1.27M +$1.27M +38,414 New
CWM
61
Cornerstone Wealth Management
Missouri
$1.25M +$472K +14,331 +60%
CA
62
Calton & Associates
Florida
$1.18M +$145K +4,393 +14%
FTUS
63
Flow Traders U.S.
New York
$1.02M +$1.02M +30,937 New
MA
64
Mutual Advisors
Nebraska
$1.02M -$293K -8,880 -22%
BFG
65
Barber Financial Group
Kansas
$983K -$830K -25,194 -46%
HF
66
HRT Financial
New York
$972K +$972K +29,528 New
PAG
67
Private Advisor Group
New Jersey
$941K +$388K +11,767 +70%
SI
68
Stephens Inc
Arkansas
$936K +$57.4K +1,744 +7%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$934K -$932K – –
OPS
70
Orion Portfolio Solutions
Nebraska
$925K +$303K +9,203 +49%
OC
71
Oarsman Capital
Wisconsin
$910K +$479K +14,526 +111%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$885K -$557K -16,915 -39%
TCPWM
73
Traverso Chambers Private Wealth Management
California
$833K -$20.2K -614 -2%
GLA
74
Great Lakes Advisors
Illinois
$759K +$202K +6,127 +36%
TCMP
75
Thrive Capital Management (Pennsylvania)
Pennsylvania
$757K +$757K +22,967 New
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