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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$375K +$375K +15,258 New
SFG
102
StrategIQ Financial Group
Indiana
$374K – – –
FEG
103
Financial Enhancement Group
Indiana
$359K +$80.8K +3,282 +29%
GLA
104
Great Lakes Advisors
Illinois
$340K +$116K +4,725 +52%
AI
105
Atria Investments
North Carolina
$332K -$1.03M -41,945 -76%
LNC
106
Lincoln National Corp
Pennsylvania
$319K -$115K -4,665 -26%
CA
107
Continuum Advisory
Idaho
$312K -$7.97K -346 -2%
MWM
108
MBE Wealth Management
Wisconsin
$307K +$13.6K +553 +5%
VWA
109
V Wealth Advisors
Kansas
$291K +$291K +11,822 New
MIAN
110
Mariner Independent Advisor Network
Kansas
$290K -$25.4K -1,046 -8%
MSAM
111
Moloney Securities Asset Management
Missouri
$286K +$88.9K +3,617 +45%
PWG
112
Private Wealth Group
Florida
$278K +$278K +11,309 New
HFS
113
Howard Financial Services
Texas
$277K +$4.28K +174 +2%
LA
114
LexAurum Advisors
Kansas
$276K -$486K -19,722 -64%
TF
115
Tompkins Financial
New York
$275K +$24.6K +1,000 +10%
WS
116
Wedbush Securities
California
$274K -$35.8K -1,454 -12%
FWM
117
Frontier Wealth Management
Missouri
$270K +$270K +10,986 New
1IA
118
1834 Investment Advisors
Wisconsin
$269K +$107K +4,334 +66%
AWA
119
Arete Wealth Advisors
Illinois
$266K -$88.2K -3,578 -25%
VIP
120
Vantage Investment Partners
Missouri
$263K +$148 +6 +0.1%
PWAC
121
Private Wealth Advisors (California)
California
$260K -$8.69K -354 -3%
SI
122
Stephens Inc
Arkansas
$259K +$78.5K +3,192 +43%
FC
123
Financial Consulate
Maryland
$252K – – –
AF
124
Allworth Financial
California
$239K +$80.2K +3,264 +50%
CAN
125
Cetera Advisor Networks
California
$238K -$87.6K -3,555 -27%
3 4
5
6 7