SPYD icon

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 %
WAAG
126
Wealth Alliance Advisory Group
Kansas
$323K -$17K -516 -5%
CB
127
Cadence Bank
Mississippi
$320K – – –
APA
128
American Portfolios Advisors
New York
$313K -$3.99K -121 -1%
LF
129
Lee Financial
Texas
$313K +$313K +9,500 New
HFS
130
Howard Financial Services
Texas
$307K +$5.59K +170 +2%
ISWM
131
Independent Solutions Wealth Management
New York
$305K -$9.16K -278 -3%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$304K -$261K -7,913 -46%
IAN
133
Integrated Advisors Network
Texas
$299K +$6.96K +211 +2%
AWMG
134
Alliance Wealth Management Group
New Jersey
$292K +$21.6K +655 +8%
CA
135
Continuum Advisory
Idaho
$281K -$141K -4,299 -33%
TFA
136
Teamwork Financial Advisors
Texas
$280K -$172K -5,231 -38%
NAM
137
NTV Asset Management
West Virginia
$279K -$3.03K -92 -1%
FEG
138
Financial Enhancement Group
Indiana
$278K +$132 +4 +0%
FPIS
139
Financial Planning & Information Services
Wisconsin
$276K -$5.46M -165,472 -95%
EAM
140
Evanson Asset Management
California
$264K – – –
IWA
141
Intercontinental Wealth Advisors
Texas
$262K – – –
Millennium Management
142
Millennium Management
New York
$261K +$261K +7,928 New
FC
143
Financial Consulate
Maryland
$257K +$11.7K +354 +5%
MSAM
144
Moloney Securities Asset Management
Missouri
$255K -$409K -12,405 -62%
MGIA
145
Moneta Group Investment Advisors
Missouri
$250K -$33 -1 -0%
NWA
146
Navis Wealth Advisors
New York
$247K +$247K +7,500 New
WKWM
147
Walter & Keenan Wealth Management
Indiana
$242K +$242K +7,342 New
KAS
148
Kestra Advisory Services
Texas
$238K +$238K +7,267 New
SA
149
Stewardship Advisors
Pennsylvania
$237K – – –
APW
150
Aurora Private Wealth
New Jersey
$233K -$26.8K -813 -10%
4 5
6
7 8