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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

267 hedge funds and large institutions have $467M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

Holders
267
Holders Change
+29
Holders Change %
+12.18%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
53
Increased
94
Reduced
79
Closed
23
Calls
$1.02M
Puts
$1.34M
Net Calls
-$326K
Net Calls Change
-$715K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1M
2
FBB
2
Fulton Breakefield Broenniman
Maryland
$13.7M
3
GI
3
Gradient Investments
Minnesota
$9.72M
4
LPL Financial
4
LPL Financial
California
$34.8M
5
DIM
5
Delta Investment Management
California
$7.17M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.57M
2
SP
2
SWS Partners
Ohio
$0
3
ACM
3
Advisors Capital Management
New Jersey
$407K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
51
White Pine Capital
Minnesota
$2.04M +$114K +2,972 +6%
TFA
52
Tobias Financial Advisors
Florida
$2.02M +$5.66K +147 +0.3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.96M +$110K +2,855 +6%
CWM
54
Cornerstone Wealth Management
Missouri
$1.95M +$487K +12,652 +33%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.94M +$383K +9,977 +25%
EE
56
EWG Elevate
California
$1.94M +$27.9K +725 +1%
FPB
57
First PREMIER Bank
South Dakota
$1.91M +$145K +3,772 +8%
SWA
58
Sax Wealth Advisors
New Jersey
$1.74M +$258K +6,699 +17%
Creative Planning
59
Creative Planning
Kansas
$1.69M +$51.9K +1,347 +3%
ACA
60
Aptus Capital Advisors
Alabama
$1.66M +$50.5K +1,313 +3%
BW
61
Bison Wealth
Georgia
$1.58M +$50.1K +1,300 +3%
HWA
62
Heartwood Wealth Advisors
Virginia
$1.57M -$8.19M -212,753 -84%
BRWM
63
B. Riley Wealth Management
Tennessee
$1.52M -$28.1K -729 -2%
V
64
Veritable
Delaware
$1.52M – – –
CA
65
Calton & Associates
Florida
$1.49M +$121K +3,142 +9%
NA
66
NewEdge Advisors
Louisiana
$1.43M -$51.4K -1,334 -3%
CA
67
CGN Advisors
Kansas
$1.37M -$133K -3,443 -9%
PAG
68
Private Advisor Group
New Jersey
$1.29M +$191K +4,968 +17%
OC
69
Oarsman Capital
Wisconsin
$1.23M +$162K +4,203 +15%
IA
70
IFG Advisory
Georgia
$1.1M +$323K +8,402 +41%
SI
71
Stephens Inc
Arkansas
$1.09M +$115 +3 +0%
OPS
72
Orion Portfolio Solutions
Nebraska
$1.07M -$6.43K -167 -0.6%
AFM
73
Andesa Financial Management
Pennsylvania
$1.06M +$529K +13,745 +100%
SAS
74
Sage Advisory Services
Texas
$974K -$678K -17,618 -41%
TCPWM
75
Traverso Chambers Private Wealth Management
California
$963K -$10.5K -274 -1%
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