SPYD icon

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 %
CAL
176
Capital Analysts LLC
Pennsylvania
$105K +$74.5K +2,257 +244%
FWM
177
FSA Wealth Management
Massachusetts
$100K +$100K +3,034 New
GI
178
Gradient Investments
Minnesota
$97K – – –
CFGS
179
Concourse Financial Group Securities
Alabama
$89K +$89K +2,716 New
Deutsche Bank
180
Deutsche Bank
Germany
$87K – – –
CHC
181
City Holding Co
West Virginia
$86K -$9.93K -300 -10%
GWM
182
Geneos Wealth Management
Colorado
$83K +$16.3K +457 +24%
LFASL
183
Lugano Financial Advisors SA (LFA)
Switzerland
$77K -$33K -996 -30%
PA
184
Parallel Advisors
California
$75K – – –
CIAS
185
Capital Investment Advisory Services
North Carolina
$74K – – –
CFD
186
Creative Financial Designs
Indiana
$74K – – –
DA
187
DCM Advisors
New York
$71K +$71K +2,150 New
TRCT
188
Tower Research Capital (TRC)
New York
$67K -$2.26M -68,485 -97%
William Blair & Company
189
William Blair & Company
Illinois
$53K -$23.8K -719 -31%
CAGAS
190
Capital Advisory Group Advisory Services
Minnesota
$44K – – –
S
191
SignatureFD
Georgia
$42K +$4.75K +143 +13%
IA
192
IFP Advisors
Florida
$39K +$32.4K +975 +488%
BWP
193
Baldwin Wealth Partners
Massachusetts
$38K -$35.3K -1,075 -48%
TCOV
194
Trust Company of Vermont
Vermont
$38K – – –
NL
195
NVWM LLC
Pennsylvania
$36K +$36K +1,100 New
OIA
196
Optimum Investment Advisors
Illinois
$36K +$36K +1,100 New
First Manhattan
197
First Manhattan
New York
$35K – – –
Simplex Trading
198
Simplex Trading
Illinois
$35K +$35K +1,081 New
RG
199
Retirement Group
California
$32K – – –
RCA
200
Ranch Capital Advisors
Florida
$31K -$5.49K -167 -15%
6 7
8
9 10