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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 %
IFWM
76
Institute for Wealth Management
Colorado
$1.12M 28,268 +1,770 +7%
KWM
77
Kingsview Wealth Management
Oregon
$1.08M 27,286 +267 +1%
RC
78
Roundview Capital
New Jersey
$1.06M 26,866 +90 +0.3%
SMM
79
Stadion Money Management
Georgia
$1.05M 26,610 – –
WPC
80
White Pine Capital
Minnesota
$1.02M 25,787 +10,282 +66%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.02M 25,749 +4,891 +23%
WAG
82
Winthrop Advisory Group
Massachusetts
$1.02M 25,723 +9,351 +57%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$1M 25,440 – –
FI
84
FormulaFolio Investments
Michigan
$993K 25,154 -70,251 -74%
NRI
85
NFP Retirement Inc
California
$982K 25,026 +25,026 New
MFG
86
Menard Financial Group
Texas
$975K 24,711 +24,711 New
MCCP
87
Mission Creek Capital Partners
California
$974K 24,671 +24,671 New
UWM
88
USAdvisors Wealth Management
Minnesota
$949K 24,054 +24,054 New
Truist Financial
89
Truist Financial
North Carolina
$918K 23,276 +23,276 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$877K 22,233 +1,818 +9%
TC
91
Truvestments Capital
Florida
$859K 21,776 +255 +1%
DI
92
DFPG Investments
Utah
$848K 21,465 +2,037 +10%
CA
93
Crumly & Associates
Illinois
$841K 21,311 +21,311 New
APA
94
American Portfolios Advisors
New York
$839K 21,264 +97 +0.5%
SMG
95
Smart Money Group
Texas
$830K 21,057 +21,057 New
RIA
96
Regal Investment Advisors
Michigan
$776K 19,677 -805 -4%
NA
97
NewEdge Advisors
Louisiana
$770K 19,516 +8,371 +75%
APP
98
Avantax Planning Partners
Iowa
$769K 19,499 +14,116 +262%
DWM
99
Doyle Wealth Management
Florida
$746K 18,918 +194 +1%
FCA
100
FinTrust Capital Advisors
South Carolina
$742K 18,809 +4,781 +34%
2 3
4
5 6