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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$495K +$495K +12,538 New
AIS
127
American Investment Services
Massachusetts
$488K +$488K +12,370 New
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$481K +$78.2K +1,981 +19%
SWP
129
Stratos Wealth Partners
Ohio
$471K +$208K +5,275 +79%
MWM
130
MBE Wealth Management
Wisconsin
$470K +$470K +11,930 New
FEG
131
Financial Enhancement Group
Indiana
$446K +$38K +961 +9%
HFS
132
Howard Financial Services
Texas
$437K – – –
NAM
133
NTV Asset Management
West Virginia
$433K +$433K +10,961 New
PWAC
134
Private Wealth Advisors (California)
California
$432K +$5.05K +128 +1%
BWM
135
BerganKDV Wealth Management
Minnesota
$432K +$12.4K +315 +3%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$424K +$13.1K +333 +3%
VIP
137
Vantage Investment Partners
Missouri
$421K +$197 +5 +0%
FC
138
Financial Consulate
Maryland
$404K -$15.4K -390 -4%
ECM
139
ETrade Capital Management
Virginia
$403K +$403K +10,199 New
TF
140
Tompkins Financial
New York
$402K +$402K +10,200 New
PA
141
PFG Advisors
Arizona
$398K +$3.71K +95 +0.9%
SFS
142
Sowell Financial Services
Arkansas
$373K -$526K -13,344 -59%
BFA
143
Beacon Financial Advisory
Ohio
$365K +$365K +9,262 New
GLA
144
Great Lakes Advisors
Illinois
$358K +$28.7K +729 +9%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$356K – – –
BSAM
146
Blue Sky Asset Management
Colorado
$350K +$350K +8,879 New
CB
147
Cadence Bank
Mississippi
$348K – – –
JAWM
148
J. Arnold Wealth Management
Ohio
$344K +$344K +8,706 New
ISWM
149
Independent Solutions Wealth Management
New York
$339K +$339K +8,581 New
AAS
150
Avantax Advisory Services
Texas
$338K +$338K +8,600 New
4 5
6
7 8