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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
Morgan Stanley
New York
$22.1M
2
FBB
Fulton Breakefield Broenniman
Maryland
$13.7M
3
GI
Gradient Investments
Minnesota
$9.72M
4
LPL Financial
LPL Financial
California
$34.8M
5
DIM
Delta Investment Management
California
$7.17M

Top Sellers

1
HWA
Heartwood Wealth Advisors
Virginia
$1.57M
2
SP
SWS Partners
Ohio
$0
3
ACM
Advisors Capital Management
New Jersey
$407K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FHA
Flagship Harbor Advisors
Massachusetts
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
126
American Portfolios Advisors
New York
$409K +$42.6K +1,106 +12%
ACM
127
Advisors Capital Management
New Jersey
$407K -$6.17M -160,421 -94%
KWM
128
Kingsview Wealth Management
Oregon
$404K -$125K -3,204 -24%
FI
129
FormulaFolio Investments
Michigan
$402K -$505K -12,244 -56%
CPIG
130
Chicago Partners Investment Group
Illinois
$387K – – –
DI
131
DFPG Investments
Utah
$385K -$98.9K -2,539 -20%
FHA
132
Flagship Harbor Advisors
Massachusetts
$382K -$1.66M -43,035 -81%
Wolverine Trading
133
Wolverine Trading
Illinois
$380K +$380K +9,823 New
WAAG
134
Wealth Alliance Advisory Group
Kansas
$378K – – –
CB
135
Cadence Bank
Mississippi
$374K – – –
AIP
136
Ahrens Investment Partners
Louisiana
$371K -$300K -7,800 -45%
IAN
137
Integrated Advisors Network
Texas
$368K +$18.6K +483 +5%
HFS
138
Howard Financial Services
Texas
$365K +$6K +156 +2%
NEIRG
139
New England Investment & Retirement Group
Massachusetts
$357K +$84.4K +2,192 +31%
CW
140
CreativeOne Wealth
Kansas
$339K -$516K -13,423 -60%
CA
141
Continuum Advisory
Idaho
$336K – – –
Simplex Trading
142
Simplex Trading
Illinois
$335K +$293K +7,642 +707%
GSWM
143
Golden State Wealth Management
California
$331K -$77.8K -2,025 -19%
MGIA
144
Moneta Group Investment Advisors
Missouri
$331K +$38.8K +1,007 +13%
BRWA
145
B. Riley Wealth Advisors
Florida
$318K +$318K +8,251 New
EAM
146
Evanson Asset Management
California
$308K – – –
AWMG
147
Alliance Wealth Management Group
New Jersey
$306K -$34.7K -901 -10%
AAS
148
Avantax Advisory Services
Texas
$305K +$305K +7,909 New
FC
149
Financial Consulate
Maryland
$297K -$3.35K -87 -1%
IWA
150
Intercontinental Wealth Advisors
Texas
$293K -$13.5K -350 -4%
4 5
6
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