SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

203 hedge funds and large institutions have $266M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
70
Reduced
71
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$64K +$19.8K +719 +45%
SPIA
152
Steward Partners Investment Advisory
New York
$63K
PA
153
Parallel Advisors
California
$63K +$63K +2,289 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$61K
BWP
155
Baldwin Wealth Partners
Massachusetts
$61K +$15K +549 +33%
CFD
156
Creative Financial Designs
Indiana
$61K +$61K +2,237 New
US Bancorp
157
US Bancorp
Minnesota
$58K -$13.6K -500 -19%
WT
158
Whittier Trust
California
$55K
GWM
159
Geneos Wealth Management
Colorado
$50K +$48.2K +1,809 +2,741%
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$37K -$4.13K -150 -10%
BC
161
Barnett & Company
Tennessee
$34K +$4.32K +158 +15%
TCOV
162
Trust Company of Vermont
Vermont
$32K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$32K +$32K +1,150 New
S
164
SignatureFD
Georgia
$31K -$7.69K -278 -20%
RCA
165
Ranch Capital Advisors
Florida
$30K -$13.8K -510 -31%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$29K +$8.18K +300 +39%
First Manhattan
167
First Manhattan
New York
$29K +$29K +1,075 New
CHAM
168
Clear Harbor Asset Management
Connecticut
$28.8K +$28.8K +1,050 New
RFA
169
Reilly Financial Advisors
California
$28K +$28K +1,023 New
RG
170
Retirement Group
California
$27K
CAL
171
Capital Analysts LLC
Pennsylvania
$25K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$24K -$41.3K -1,514 -63%
T2I
173
Turim 21 Investimentos
Brazil
$24K +$24K +866 New
GWS
174
Glassman Wealth Services
Virginia
$23K +$221 +8 +1%
SFSIG
175
San Francisco Sentry Investment Group
California
$21K -$14.6K -535 -41%