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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
$19.7M
2
Bank of America
Bank of America
North Carolina
$38.9M
3
LPL Financial
LPL Financial
California
$16.1M
4
TCPWM
Traverso Chambers Private Wealth Management
California
$6.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$1.12M
2
VA
Valmark Advisers
Ohio
$689K
3
CCFM
Clear Creek Financial Management
Washington
$573K
4
SS
Simplicity Solutions
Minnesota
$250K
5
AWM
AE Wealth Management
Kansas
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
176
Alliance Wealth Management Group
New Jersey
$233K +$6.36K +161 +3%
Principal Financial Group
177
Principal Financial Group
Iowa
$231K +$1.18K +30 +0.5%
IAN
178
Integrated Advisors Network
Texas
$231K +$231K +5,857 New
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$225K +$225K +5,706 New
WA
180
Wambolt & Associates
Colorado
$224K +$224K +5,674 New
OPA
181
Old Port Advisors
Maine
$222K +$222K +5,686 New
FHB
182
First Hawaiian Bank
Hawaii
$221K +$221K +5,604 New
VFA
183
Valeo Financial Advisors
Indiana
$218K +$60.4K +1,529 +38%
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
$216K +$19.8K +500 +10%
WCM
185
WealthBridge Capital Management
Ohio
$208K -$30.1K -764 -13%
HWA
186
Hillcrest Wealth Advisors
New Jersey
$205K +$205K +5,200 New
SW
187
SkyOak Wealth
Michigan
$205K +$205K +5,200 New
RA
188
RFG Advisory
Alabama
$202K -$331K -8,371 -62%
TFA
189
Teamwork Financial Advisors
Texas
$202K +$202K +5,109 New
FA
190
Faithward Advisors
Pennsylvania
$188K +$188K +4,765 New
PA
191
PSI Advisors
Florida
$185K +$185K +4,703 New
PG
192
Proffitt & Goodson
Tennessee
$171K +$171K +4,327 New
JCM
193
Jacobi Capital Management
Pennsylvania
$164K +$8.47K +215 +5%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
CHC
195
City Holding Co
West Virginia
$118K -$2.17K -55 -2%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$113K -$19.6K -495 -15%
RCA
197
Ranch Capital Advisors
Florida
$111K -$42K -1,061 -27%
FGAM
198
Financial Gravity Asset Management
Texas
$109K +$51.2K +1,294 +89%
FM
199
Family Management
New York
$108K +$108K +2,727 New
CFG
200
Citizens Financial Group
Rhode Island
$91K +$25.3K +639 +39%
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