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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

284 hedge funds and large institutions have $1.56B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
31
Increased
138
Reduced
61
Closed
28
Calls
$3.84M
Puts
$789K
Net Calls
+$3.05M
Net Calls Change
+$2.53M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$770M
2
PI
2
PFS Investments
Georgia
$32.2M
3
SAI
3
Systematic Alpha Investments
New Jersey
$5.95M
4
GCA
4
Genesee Capital Advisors
New York
$5.37M
5
TPW
5
Tiller Private Wealth
Pennsylvania
$4.39M

Top Sellers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$33.1M
2
PCM
2
Piedmont Capital Management
Montana
$3.75M
3
DIM
3
Delta Investment Management
California
$0
4
MUAMU
4
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
151
DFPG Investments
Utah
$393K +$609 +15 +0.2%
WAAG
152
Wealth Alliance Advisory Group
Kansas
$384K – – –
CB
153
Cadence Bank
Mississippi
$381K – – –
HFS
154
Howard Financial Services
Texas
$379K +$3.72K +95 +1%
CAAS
155
Capital Asset Advisory Services
Michigan
$370K – – –
NFSG
156
Newbridge Financial Services Group
Florida
$369K +$32.6K +833 +10%
ACM
157
Advisors Capital Management
New Jersey
$367K +$27.8K +709 +8%
EH
158
Equitable Holdings
New York
$362K +$25K +641 +7%
CF
159
Centaurus Financial
California
$356K -$466K -11,900 -57%
JCM
160
Jacobi Capital Management
Pennsylvania
$345K +$75.4K +1,926 +28%
NAM
161
NTV Asset Management
West Virginia
$341K +$78.2K +2,002 +30%
BCM
162
Bayesian Capital Management
New York
$339K +$339K +8,660 New
AIP
163
Ahrens Investment Partners
Louisiana
$336K -$23.5K -600 -7%
UWM
164
USAdvisors Wealth Management
Minnesota
$334K -$35.3K -904 -10%
CA
165
Continuum Advisory
Idaho
$334K – – –
KWM
166
Kingsview Wealth Management
Oregon
$328K -$760K -19,422 -70%
DADC
167
D.A. Davidson & Co
Montana
$328K +$328K +8,394 New
BRWA
168
B. Riley Wealth Advisors
Florida
$324K +$548 +14 +0.2%
BWL
169
Bogart Wealth LLC
Virginia
$317K +$24.8K +636 +9%
ISWM
170
Independent Solutions Wealth Management
New York
$306K -$8.8K -225 -3%
OIA
171
OneDigital Investment Advisors
Kansas
$304K +$2.55K +65 +0.8%
BB
172
Berkshire Bank
Massachusetts
$304K +$38.6K +985 +15%
FC
173
Financial Consulate
Maryland
$301K -$1.25K -32 -0.4%
CAN
174
Cetera Advisor Networks
California
$300K +$26.4K +675 +10%
IWA
175
Intercontinental Wealth Advisors
Texas
$299K +$7.24K +185 +2%
5 6
7
8 9