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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 %
GRP
201
Global Retirement Partners
California
$110K -$31.4K -813 -22%
OIA
202
Optimum Investment Advisors
Illinois
$106K +$63.5K +1,642 +149%
AIC
203
Ameritas Investment Company
Nebraska
$98.3K +$98.3K +2,553 New
CHC
204
City Holding Co
West Virginia
$98K -$1.92K -50 -2%
LFASL
205
Lugano Financial Advisors SA (LFA)
Switzerland
$89K – – –
PA
206
Parallel Advisors
California
$88K – – –
BWL
207
Bogart Wealth LLC
Virginia
$87K +$87K +2,251 New
CIAS
208
Capital Investment Advisory Services
North Carolina
$86K – – –
PMFA
209
Plante Moran Financial Advisors
Michigan
$84K -$86.9K -2,250 -51%
CFD
210
Creative Financial Designs
Indiana
$78K -$8.68K -224 -10%
SMA
211
Sage Mountain Advisors
Georgia
$73K +$73K +1,900 New
William Blair & Company
212
William Blair & Company
Illinois
$62K – – –
WP
213
WealthShield Partners
North Carolina
$55K +$55K +1,435 New
GAM
214
Grandview Asset Management
Pennsylvania
$51K +$51K +1,328 New
S
215
SignatureFD
Georgia
$49K +$77 +2 +0.2%
IA
216
IFP Advisors
Florida
$48K +$1.96K +50 +4%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$48K +$48K +1,234 New
BWP
218
Baldwin Wealth Partners
Massachusetts
$45K – – –
TCOV
219
Trust Company of Vermont
Vermont
$45K – – –
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$43K +1,112 New
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$40K -$12.2K -315 -23%
TRCT
222
Tower Research Capital (TRC)
New York
$35K -$43.5K -1,124 -55%
GWS
223
Glassman Wealth Services
Virginia
$33K +$574 +15 +2%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$30K -$6.83K -175 -19%
RCA
225
Ranch Capital Advisors
Florida
$30K -$6.22K -162 -17%
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