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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 %
RMAM
101
Raab & Moskowitz Asset Management
New Jersey
$641K -$73.6K -1,913 -10%
GL
102
Graypoint LLC
New York
$636K – – –
FCA
103
FinTrust Capital Advisors
South Carolina
$617K -$53.5K -1,390 -8%
FA
104
Faithward Advisors
Pennsylvania
$604K -$42.7K -1,109 -7%
DWM
105
Doyle Wealth Management
Florida
$604K +$5.08K +132 +0.8%
HI
106
Harbour Investments
Wisconsin
$604K +$604K +15,677 New
M&T Bank
107
M&T Bank
New York
$594K +$594K +15,422 New
NRI
108
NFP Retirement Inc
California
$579K +$9.63K +250 +2%
TCM
109
Towercrest Capital Management
Pennsylvania
$550K -$60.4K -1,569 -10%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$548K +$20.9K +543 +4%
MCCP
111
Mission Creek Capital Partners
California
$539K -$223K -5,783 -29%
IHWM
112
Iron Horse Wealth Management
Iowa
$536K -$27.7K -718 -5%
AF
113
Allworth Financial
California
$533K +$10.8K +280 +2%
MIAN
114
Mariner Independent Advisor Network
Kansas
$524K -$45.3K -1,175 -8%
SFM
115
Signet Financial Management
New Jersey
$518K -$103K -2,665 -17%
PFS
116
Prospera Financial Services
Texas
$497K +$247K +6,408 +98%
SPIA
117
Steward Partners Investment Advisory
New York
$487K +$468K +12,147 +2,429%
FA
118
FDx Advisors
Illinois
$479K -$122K -3,171 -20%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$474K -$15.8K -411 -3%
SFG
120
StrategIQ Financial Group
Indiana
$447K -$38.6K -1,003 -8%
EGWAG
121
Elwood & Goetz Wealth Advisory Group
Georgia
$446K – – –
VWA
122
V Wealth Advisors
Kansas
$444K -$11.6K -302 -3%
EWM
123
Evercore Wealth Management
New York
$436K – – –
PWAC
124
Private Wealth Advisors (California)
California
$434K +$40.6K +1,056 +10%
Renaissance Technologies
125
Renaissance Technologies
New York
$412K +$412K +10,700 New
3 4
5
6 7