SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

147 hedge funds and large institutions have $302M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
66
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Arbor Wealth Management
Florida
$30K +$30K +803 New
FCA
127
FinTrust Capital Advisors
South Carolina
$26K -$16K -426 -38%
ADL
128
Asset Dedication LLC
California
$26K +$26K +696 New
Citigroup
129
Citigroup
New York
$21K +$112 +3 +0.5%
CA
130
Cetera Advisors
Colorado
$21K +$21K +550 New
GRP
131
Global Retirement Partners
California
$20K +$5.2K +135 +35%
RIA
132
Realta Investment Advisors
Delaware
$20K +$20K +530 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$16K +$16K +419 New
TFS
134
TrustCore Financial Services
Tennessee
$16K +$16K +423 New
CFN
135
Cordasco Financial Network
Florida
$14K
IA
136
IFP Advisors
Florida
$13K -$886K -23,858 -99%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$11K +$11K +300 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$8K -$30.8K -794 -79%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$7K
AF
140
Advisornet Financial
Minnesota
$6K
SWP
141
Strategic Wealth Partners
Ohio
$4K
BlackRock
142
BlackRock
New York
$4K +$2.38K +57 +146%
FRA
143
Front Row Advisors
California
$2K
GWM
144
Geneos Wealth Management
Colorado
$2K +$788 +26 +65%
DOA
145
D'Orazio & Associates
Virginia
$1K +$31 +1 +3%
ACA
146
Ackerman Capital Advisors
Texas
$256
WI
147
WrapManager Inc
California
-$4.64M -136,266 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
-$2.87M -84,151 Closed
UCFA
149
United Capital Financial Advisors
Texas
-$2.41M -70,614 Closed
FAM
150
Formidable Asset Management
Ohio
-$951K -27,940 Closed