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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 %
SFM
101
Signet Financial Management
New Jersey
$531K +$33.4K +1,013 +7%
PWG
102
Private Wealth Group
Florida
$527K +$4.71K +143 +0.9%
TCM
103
Towercrest Capital Management
Pennsylvania
$522K +$33.9K +1,030 +7%
LA
104
LexAurum Advisors
Kansas
$519K +$18K +546 +4%
FA
105
FDx Advisors
Illinois
$514K -$1.21M -36,795 -70%
DWM
106
Doyle Wealth Management
Florida
$512K -$205K -6,238 -29%
NRI
107
NFP Retirement Inc
California
$487K -$350K -10,640 -42%
MIAN
108
Mariner Independent Advisor Network
Kansas
$487K +$487K +14,774 New
IHWM
109
Iron Horse Wealth Management
Iowa
$482K +$482K +14,628 New
AFM
110
Andesa Financial Management
Pennsylvania
$453K -$453K -13,745 -50%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$451K +$451K +13,698 New
KWM
112
Kingsview Wealth Management
Oregon
$448K -$274K -8,314 -38%
AF
113
Allworth Financial
California
$447K -$160K -4,873 -26%
TSS
114
Two Sigma Securities
New York
$434K +$434K +13,185 New
BWM
115
BerganKDV Wealth Management
Minnesota
$433K -$145K -4,389 -25%
DI
116
DFPG Investments
Utah
$422K -$58K -1,706 -12%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$419K -$112K -3,411 -21%
SFG
118
StrategIQ Financial Group
Indiana
$415K – – –
VFA
119
Valeo Financial Advisors
Indiana
$397K -$3.99K -121 -1%
VWA
120
V Wealth Advisors
Kansas
$389K +$389K +11,822 New
EGWAG
121
Elwood & Goetz Wealth Advisory Group
Georgia
$381K +$381K +11,573 New
EWM
122
Evercore Wealth Management
New York
$373K +$373K +11,320 New
PWAC
123
Private Wealth Advisors (California)
California
$354K +$18.9K +545 +6%
GSWM
124
Golden State Wealth Management
California
$351K -$33K -1,000 -9%
CPIG
125
Chicago Partners Investment Group
Illinois
$336K +$336K +9,742 New
3 4
5
6 7