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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.

New
Increased
Maintained
Reduced
Closed
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 %
PWG
76
Private Wealth Group
Florida
$961K +$345K +8,958 +56%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$927K -$934K – –
SWP
78
Stratos Wealth Partners
Ohio
$901K +$159K +4,143 +22%
MA
79
Mutual Advisors
Nebraska
$888K -$301K -7,815 -25%
IA
80
Insight Advisors
Pennsylvania
$887K +$29.2K +726 +3%
UWM
81
USAdvisors Wealth Management
Minnesota
$880K -$1.19M -30,887 -57%
FWM
82
Focused Wealth Management
New York
$878K +$64.6K +1,676 +8%
GLA
83
Great Lakes Advisors
Illinois
$847K -$39.9K -1,036 -4%
CAAS
84
Capital Asset Advisory Services
Michigan
$846K +$846K +21,964 New
HAS
85
HBW Advisory Services
California
$842K -$34.5K -896 -4%
HW
86
Hancock Whitney
Mississippi
$832K – – –
FIM
87
Freedom Investment Management
Connecticut
$822K +$822K +21,357 New
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$821K -$8.05K -209 -1%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$818K +$818K +21,243 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$805K -$3.54K -92 -0.4%
TCMP
91
Thrive Capital Management (Pennsylvania)
Pennsylvania
$788K -$95.8K -2,489 -11%
CA
92
Cetera Advisors
Colorado
$784K +$95.3K +2,476 +14%
KA
93
Kovack Advisors
Florida
$782K +$46.2K +1,200 +6%
WS
94
Wedbush Securities
California
$780K +$23.9K +620 +3%
Barclays
95
Barclays
United Kingdom
$757K +$757K +19,661 New
PIA
96
Powell Investment Advisors
Florida
$755K +$3.66K +95 +0.5%
SSB
97
Sandy Spring Bank
Maryland
$752K +$12.6K +327 +2%
AWM
98
AE Wealth Management
Kansas
$708K +$39.9K +1,037 +6%
LFAS
99
Level Four Advisory Services
Texas
$649K +$23.6K +614 +4%
LA
100
LexAurum Advisors
Kansas
$643K +$37.1K +964 +6%
2 3
4
5 6