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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 %
EH
176
Equitable Holdings
New York
$233K +$233K +6,049 New
QC
177
QCM Cayman
Texas
$232K +$232K +6,022 New
FEG
178
Financial Enhancement Group
Indiana
$226K -$98.3K -2,558 -30%
VIP
179
Vantage Investment Partners
Missouri
$226K +$226K +5,871 New
SWM
180
Spire Wealth Management
Virginia
$225K +$225K +5,880 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$224K +$35.8K +930 +19%
WA
182
Wambolt & Associates
Colorado
$222K +$222K +5,693 New
FPIS
183
Financial Planning & Information Services
Wisconsin
$219K -$104K -2,690 -32%
APP
184
Avantax Planning Partners
Iowa
$219K +$219K +5,701 New
PA
185
PSI Advisors
Florida
$218K +$218K +5,678 New
AIC
186
Ayalon Insurance Company
Israel
$216K +$216K +5,551 New
SWM
187
SeaCrest Wealth Management
New York
$214K -$40.5K -1,049 -16%
Stifel Financial
188
Stifel Financial
Missouri
$211K +$211K +5,490 New
NFSG
189
Newbridge Financial Services Group
Florida
$200K – – –
1IA
190
1834 Investment Advisors
Wisconsin
$188K -$6.17K -160 -3%
AWM
191
Accel Wealth Management
Iowa
$180K – – –
Deutsche Bank
192
Deutsche Bank
Germany
$160K +$58.8K +1,530 +58%
JPMorgan Chase & Co
193
JPMorgan Chase & Co
New York
$155K -$20.1K -521 -11%
FHA
194
First Horizon Advisors
Tennessee
$154K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
MRCM
196
M&R Capital Management
New Jersey
$135K +$693 +18 +0.5%
GWM
197
Geneos Wealth Management
Colorado
$127K +$33.3K +830 +36%
TF
198
Tompkins Financial
New York
$123K – – –
RG
199
Retirement Group
California
$117K +$78.5K +2,039 +204%
CAL
200
Capital Analysts LLC
Pennsylvania
$114K -$8.26K -215 -7%
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