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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 %
HAS
76
HBW Advisory Services
California
$750K -$130K -3,939 -15%
CF
77
Centaurus Financial
California
$738K +$375K +11,386 +103%
CW
78
CreativeOne Wealth
Kansas
$733K +$733K +22,238 New
FI
79
FormulaFolio Investments
Michigan
$725K +$142K +4,298 +24%
HW
80
Hancock Whitney
Mississippi
$712K -$74.5K -2,260 -9%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$709K -$2.9K -88 -0.4%
IA
82
Insight Advisors
Pennsylvania
$702K +$702K +21,321 New
WI
83
WrapManager Inc
California
$698K +$698K +21,197 New
FWM
84
Focused Wealth Management
New York
$696K -$1.42M -42,997 -67%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$692K +$7.78K +236 +1%
IA
86
IFG Advisory
Georgia
$667K -$25.7K -780 -4%
MCCP
87
Mission Creek Capital Partners
California
$651K +$1.28K +39 +0.2%
WS
88
Wedbush Securities
California
$647K +$35.7K +1,085 +6%
PIA
89
Powell Investment Advisors
Florida
$643K +$643K +19,508 New
SWP
90
Stratos Wealth Partners
Ohio
$635K -$92.6K -2,810 -13%
SSB
91
Sandy Spring Bank
Maryland
$633K +$11.6K +353 +2%
KA
92
Kovack Advisors
Florida
$630K +$11.5K +350 +2%
RMAM
93
Raab & Moskowitz Asset Management
New Jersey
$612K -$87K -2,643 -12%
CA
94
Cetera Advisors
Colorado
$590K +$339K +10,270 +135%
AIP
95
Ahrens Investment Partners
Louisiana
$575K +$575K +17,448 New
FCA
96
FinTrust Capital Advisors
South Carolina
$573K -$401K -12,187 -41%
AWM
97
AE Wealth Management
Kansas
$571K -$187K -5,693 -25%
FA
98
Faithward Advisors
Pennsylvania
$553K -$1.61K -49 -0.3%
GL
99
Graypoint LLC
New York
$545K – – –
LFAS
100
Level Four Advisory Services
Texas
$535K +$2.73K +83 +0.5%
2 3
4
5 6