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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
UBS Group
Switzerland
$13.1M
2
PI
PFS Investments
Georgia
$5.73M
3
LPL Financial
LPL Financial
California
$14.1M
4
APW
Aurora Private Wealth
New Jersey
$7.84M
5
TCPWM
Traverso Chambers Private Wealth Management
California
$8.03M

Top Sellers

1
NP
NorthRock Partners
Minnesota
$0
2
AssetMark Inc
AssetMark Inc
California
$2.17M
3
Bank of America
Bank of America
North Carolina
$10.5M
4
PIN
Prudent Investors Network
California
$0
5
SA
Stewardship Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PFG Advisors
Arizona
$238K -$28.6K -1,094 -11%
TWM
127
Triton Wealth Management
Arizona
$234K +$234K +8,676 New
NAM
128
NTV Asset Management
West Virginia
$233K -$36.6K -1,487 -14%
Principal Financial Group
129
Principal Financial Group
Iowa
$229K +$84.7K +3,440 +59%
BFA
130
Beacon Financial Advisory
Ohio
$227K -$442 -18 -0.2%
VCP
131
Verus Capital Partners
Arizona
$223K -$217K -8,836 -49%
CB
132
Cadence Bank
Mississippi
$217K – – –
TFA
133
Tobias Financial Advisors
Florida
$217K +$16.8K +685 +8%
SS
134
Simplicity Solutions
Minnesota
$217K +$61.1K +2,485 +39%
PIA
135
Powell Investment Advisors
Florida
$217K +$217K +8,803 New
ISWM
136
Independent Solutions Wealth Management
New York
$213K +$1.99K +81 +0.9%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$212K -$52.7K -2,139 -20%
ASN
138
Advisory Services Network
Georgia
$210K +$6.15K +250 +3%
IAN
139
Integrated Advisors Network
Texas
$208K +$64.2K +2,617 +45%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$207K -$356K – –
ACM
141
AlphaStar Capital Management
North Carolina
$205K -$1.98M -78,137 -91%
IWA
142
Intercontinental Wealth Advisors
Texas
$203K – – –
WP
143
WealthShield Partners
North Carolina
$178K -$21.9K -889 -11%
BAM
144
Belpointe Asset Management
Nevada
$177K -$228K -9,300 -56%
SFSIG
145
San Francisco Sentry Investment Group
California
$176K +$664 +27 +0.4%
AIC
146
Ameritas Investment Company
Nebraska
$172K -$131K -5,668 -43%
JCM
147
Jacobi Capital Management
Pennsylvania
$163K +$60.4K +2,451 +59%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$153K +$132K +5,355 +619%
GI
149
Gradient Investments
Minnesota
$151K -$7.32M -298,426 -98%
OPS
150
Orion Portfolio Solutions
Nebraska
$149K +$149K +6,065 New
4 5
6
7 8