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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 %
MSAM
151
Moloney Securities Asset Management
Missouri
$291K -$7.13K -185 -2%
NWA
152
Navis Wealth Advisors
New York
$289K – – –
BWM
153
BerganKDV Wealth Management
Minnesota
$286K -$219K -5,710 -43%
ISWM
154
Independent Solutions Wealth Management
New York
$284K -$71.8K -1,864 -20%
OIA
155
OneDigital Investment Advisors
Kansas
$284K +$42.4K +1,103 +18%
SA
156
Stewardship Advisors
Pennsylvania
$277K – – –
APW
157
Aurora Private Wealth
New Jersey
$275K +$2.81K +73 +1%
VFA
158
Valeo Financial Advisors
Indiana
$273K -$191K -4,965 -41%
ASN
159
Advisory Services Network
Georgia
$272K +$74.2K +1,925 +38%
PPWM
160
PFG Private Wealth Management
Florida
$271K – – –
NAM
161
NTV Asset Management
West Virginia
$268K -$57.4K -1,492 -18%
TFA
162
Teamwork Financial Advisors
Texas
$264K -$63.7K -1,653 -19%
Principal Financial Group
163
Principal Financial Group
Iowa
$264K – – –
RJT
164
Raymond James Trust
Florida
$259K – – –
JCM
165
Jacobi Capital Management
Pennsylvania
$257K -$13.8K -360 -5%
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$255K -$99.7K -2,589 -28%
BCP
167
Berkeley Capital Partners
Georgia
$255K +$255K +6,626 New
WKWM
168
Walter & Keenan Wealth Management
Indiana
$254K -$28.9K -750 -10%
KAS
169
Kestra Advisory Services
Texas
$250K -$30K -779 -11%
AWA
170
Acorn Wealth Advisors
Michigan
$247K -$16.3K -422 -6%
NAS
171
Nicolet Advisory Services
Wisconsin
$245K +$245K +6,368 New
LF
172
Lee Financial
Texas
$244K -$122K -3,159 -33%
BCM
173
Brookstone Capital Management
Illinois
$242K +$242K +6,278 New
IF
174
Intrua Financial
Texas
$241K -$18.8K -473 -7%
CAN
175
Cetera Advisor Networks
California
$240K +$240K +6,239 New
5 6
7
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