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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 %
ACG
101
Allen Capital Group
Nebraska
$730K 18,502 -6,182 -25%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$725K 18,364 +4,121 +29%
VCP
103
Verus Capital Partners
Arizona
$707K 17,921 +17,921 New
LNC
104
Lincoln National Corp
Pennsylvania
$695K 17,624 +1,928 +12%
VA
105
Valmark Advisers
Ohio
$689K 17,450 -187,939 -92%
TRCT
106
Tower Research Capital (TRC)
New York
$687K 17,420 +3,361 +24%
SFM
107
Signet Financial Management
New Jersey
$677K 17,165 +1,107 +7%
BRWM
108
B. Riley Wealth Management
Tennessee
$670K 16,982 +16,982 New
BAM
109
Belpointe Asset Management
Nevada
$651K 16,505 +16,505 New
AIP
110
Almanack Investment Partners
Pennsylvania
$630K 15,955 +15,955 New
DAS
111
Dynamic Advisor Solutions
Arizona
$615K 15,581 -12,003 -44%
HT
112
Heritage Trust
Oklahoma
$608K 15,410 +340 +2%
SFG
113
StrategIQ Financial Group
Indiana
$601K 15,221 +575 +4%
Stifel Financial
114
Stifel Financial
Missouri
$594K 15,059 -631 -4%
FAM
115
Formidable Asset Management
Ohio
$588K 14,810 +14,810 New
CCFM
116
Clear Creek Financial Management
Washington
$573K 14,553 -121,261 -89%
MML Investors Services
117
MML Investors Services
Massachusetts
$573K 14,513 +5,667 +64%
AWA
118
Arete Wealth Advisors
Illinois
$567K 14,372 -212 -1%
CA
119
Continuum Advisory
Idaho
$548K 13,899 +1,598 +13%
VWM
120
Vigilare Wealth Management
Arizona
$548K 14,346 +14,346 New
CAN
121
Cetera Advisor Networks
California
$523K 13,211 +128 +1%
AIC
122
Ameritas Investment Company
Nebraska
$518K 13,133 +13,013 +10,844%
MIAN
123
Mariner Independent Advisor Network
Kansas
$510K 12,994 -203 -2%
ACA
124
Ackerman Capital Advisors
Texas
$497K 12,597 +158 +1%
WS
125
Wedbush Securities
California
$497K 12,594 +1,651 +15%
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5
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