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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.

New
Increased
Maintained
Reduced
Closed
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 %
V
76
Veritable
Delaware
$707K +$707K +28,729 New
KWM
77
Kingsview Wealth Management
Oregon
$702K +$30.5K +1,239 +5%
TLP
78
Trinity Legacy Partners
Texas
$689K -$600K -25,783 -47%
SMM
79
Stadion Money Management
Georgia
$655K – – –
SWP
80
Stratos Wealth Partners
Ohio
$618K +$324K +13,166 +110%
WP
81
WealthSource Partners
California
$574K +$574K +23,339 New
KBFS
82
Kohmann Bosshard Financial Services
Ohio
$505K +$315K +12,817 +166%
DWM
83
Doyle Wealth Management
Florida
$494K +$28.3K +1,149 +6%
AWM
84
AE Wealth Management
Kansas
$488K -$1.57M -63,767 -76%
DI
85
DFPG Investments
Utah
$477K -$83.9K -3,211 -15%
SFM
86
Signet Financial Management
New Jersey
$461K +$13.1K +502 +3%
IA
87
IFP Advisors
Florida
$453K -$1.46M -56,720 -76%
SSB
88
Sandy Spring Bank
Maryland
$453K +$453K +18,431 New
HF
89
HRT Financial
New York
$452K +$452K +18,403 New
SVWAG
90
Sound View Wealth Advisors Group
Georgia
$447K -$4.3K -175 -1%
MCCP
91
Mission Creek Capital Partners
California
$439K -$167K -6,810 -28%
MML Investors Services
92
MML Investors Services
Massachusetts
$429K +$72.1K +2,933 +20%
MGIA
93
Moneta Group Investment Advisors
Missouri
$425K -$821K -33,358 -66%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$421K -$419K -17,050 -50%
AFM
95
Andesa Financial Management
Pennsylvania
$418K +$418K +16,975 New
Jane Street
96
Jane Street
New York
$407K -$3.05M -124,128 -88%
GL
97
Graypoint LLC
New York
$406K +$406K +16,531 New
BWM
98
BerganKDV Wealth Management
Minnesota
$405K +$136K +5,518 +50%
FA
99
Faithward Advisors
Pennsylvania
$401K +$284K +11,527 +242%
APA
100
American Portfolios Advisors
New York
$388K -$135K -5,495 -26%
2 3
4
5 6