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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

206 hedge funds and large institutions have $289M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-36
Holders Change %
-14.88%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
35
Increased
91
Reduced
55
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13.1M
2
PI
PFS Investments
Georgia
$5.73M
3
LPL Financial
LPL Financial
California
$14.1M
4
APW
Aurora Private Wealth
New Jersey
$7.84M
5
TCPWM
Traverso Chambers Private Wealth Management
California
$8.03M

Top Sellers

1
NP
NorthRock Partners
Minnesota
$0
2
AssetMark Inc
AssetMark Inc
California
$2.17M
3
Bank of America
Bank of America
North Carolina
$10.5M
4
PIN
Prudent Investors Network
California
$0
5
SA
Stewardship Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
201
D'Orazio & Associates
Virginia
$1K – – –
FRA
202
Front Row Advisors
California
$1K – – –
SIS
203
Sound Income Strategies
Florida
$1K – – –
GWM
204
Geneos Wealth Management
Colorado
$1K – – –
FGAM
205
Financial Gravity Asset Management
Texas
$550 +$482 +19,515 +709%
NP
206
NorthRock Partners
Minnesota
– -$19.7M -499,518 Closed
PIN
207
Prudent Investors Network
California
– -$11.9M -302,195 Closed
SA
208
Stewardship Advisors
Pennsylvania
– -$8.84M -224,133 Closed
MWA
209
MFA Wealth Advisors
Pennsylvania
– -$6.87M -174,122 Closed
CCP
210
Cardan Capital Partners
Colorado
– -$5.79M -146,818 Closed
MAG
211
Mokosak Advisory Group
Iowa
– -$3.95M -100,043 Closed
WI
212
WrapManager Inc
California
– -$3.27M -82,788 Closed
JFA
213
Johanson Financial Advisors
California
– -$1.36M -53,685 Closed
CS
214
Credit Suisse
Switzerland
– -$1.93M -48,924 Closed
LWAC
215
Laurel Wealth Advisors (California)
California
– -$1.85M -46,762 Closed
GVAG
216
Great Valley Advisor Group
Delaware
– -$1.81M -45,852 Closed
FIA
217
Foundations Investment Advisors
Arizona
– -$1.79M -45,733 Closed
EWM
218
Executive Wealth Management
Michigan
– -$1.68M -42,509 Closed
LF
219
Lantz Financial
Illinois
– -$1.39M -35,179 Closed
EFL
220
ERn Financial LLC
Wisconsin
– -$1.27M -32,070 Closed
RC
221
Roundview Capital
New Jersey
– -$1.06M -26,866 Closed
WAG
222
Winthrop Advisory Group
Massachusetts
– -$1.02M -25,723 Closed
FI
223
FormulaFolio Investments
Michigan
– -$993K -25,154 Closed
MFG
224
Menard Financial Group
Texas
– -$975K -24,711 Closed
TC
225
Truvestments Capital
Florida
– -$859K -21,776 Closed
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