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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 %
NEIRG
151
New England Investment & Retirement Group
Massachusetts
$233K +$233K +7,082 New
JCM
152
Jacobi Capital Management
Pennsylvania
$232K -$3.43K -104 -1%
PPWM
153
PFG Private Wealth Management
Florida
$232K +$232K +7,035 New
Principal Financial Group
154
Principal Financial Group
Iowa
$226K +$226K +6,853 New
AWA
155
Acorn Wealth Advisors
Michigan
$225K -$30.2K -918 -12%
TC
156
TownSquare Capital
Utah
$224K +$224K +6,786 New
RJT
157
Raymond James Trust
Florida
$221K +$221K +6,723 New
IWM
158
IHT Wealth Management
Illinois
$218K -$165K -5,016 -43%
SWM
159
SeaCrest Wealth Management
New York
$217K +$217K +6,595 New
IF
160
Intrua Financial
Texas
$215K +$2.11K +64 +1%
PFS
161
Prospera Financial Services
Texas
$214K +$208K +6,320 +3,326%
OIA
162
OneDigital Investment Advisors
Kansas
$207K +$207K +6,278 New
NFSG
163
Newbridge Financial Services Group
Florida
$171K +$6.58K +200 +4%
ASN
164
Advisory Services Network
Georgia
$169K -$125K -3,806 -43%
1IA
165
1834 Investment Advisors
Wisconsin
$166K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$161K – – –
AWM
167
Accel Wealth Management
Iowa
$154K +$154K +4,665 New
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$150K +$115K +3,475 +327%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
PMFA
170
Plante Moran Financial Advisors
Michigan
$146K +$146K +4,425 New
FHA
171
First Horizon Advisors
Tennessee
$132K – – –
OPW
172
Oxler Private Wealth
New York
$126K +$126K +3,851 New
GRP
173
Global Retirement Partners
California
$121K -$31.6K -956 -21%
MRCM
174
M&R Capital Management
New Jersey
$114K – – –
TF
175
Tompkins Financial
New York
$105K -$197K -6,000 -65%
5 6
7
8 9