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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 %
OAM
151
Oppenheimer Asset Management
New York
$147K +$147K +5,963 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
GSWM
153
Golden State Wealth Management
California
$145K +$145K +5,875 New
FHA
154
First Horizon Advisors
Tennessee
$112K +$70.3K +2,865 +169%
PG
155
Proffitt & Goodson
Tennessee
$111K +$4.29K +174 +4%
NEIRG
156
New England Investment & Retirement Group
Massachusetts
$102K +$102K +4,127 New
SFS
157
Sowell Financial Services
Arkansas
$100K -$133K -5,402 -57%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$93K +$23K +940 +33%
VFA
159
Valeo Financial Advisors
Indiana
$82K -$71.8K -2,578 -47%
CHC
160
City Holding Co
West Virginia
$72K -$1.47K -60 -2%
FM
161
Family Management
New York
$67K – – –
Deutsche Bank
162
Deutsche Bank
Germany
$65K +$65K +2,631 New
SPIA
163
Steward Partners Investment Advisory
New York
$61K +$54.9K +2,250 +900%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$58K +$58K +2,517 New
CIAS
165
Capital Investment Advisory Services
North Carolina
$55K -$491K -19,995 -90%
CFG
166
Citizens Financial Group
Rhode Island
$49K -$7.3K -298 -13%
FHA
167
Flagship Harbor Advisors
Massachusetts
$49K +$45.6K +1,870 +1,336%
WT
168
Whittier Trust
California
$49K +$49K +2,000 New
RCA
169
Ranch Capital Advisors
Florida
$44K -$24K -990 -35%
S
170
SignatureFD
Georgia
$42K +$7.19K +289 +21%
BWP
171
Baldwin Wealth Partners
Massachusetts
$41K +$828 +34 +2%
William Blair & Company
172
William Blair & Company
Illinois
$39K – – –
BC
173
Barnett & Company
Tennessee
$33K – – –
CAGAS
174
Capital Advisory Group Advisory Services
Minnesota
$32K -$84.5K -3,950 -73%
TCOV
175
Trust Company of Vermont
Vermont
$29K -$2.13K -85 -7%
5 6
7
8 9