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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

30 hedge funds and large institutions have $19.9M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2M
2
LPL Financial
2
LPL Financial
California
$2.99M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$540K
4
GFPC
4
Global Financial Private Capital
Florida
$430K
5
Bank of America
5
Bank of America
North Carolina
$1.85M

Top Sellers

1
NL
1
NWAM LLC
Washington
$0
2
FA
2
FDx Advisors
Illinois
$810K
3
FAM
3
Formidable Asset Management
Ohio
$880K
4
RJA
4
Raymond James & Associates
Florida
$240K
5
UBS Group
5
UBS Group
Switzerland
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.99M 82,956 +36,463 +78%
ACM
2
AlphaStar Capital Management
North Carolina
$2M 55,442 +55,442 New
Bank of America
3
Bank of America
North Carolina
$1.85M 51,423 +11,499 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.78M 49,577 +3,459 +8%
FWM
5
Frontier Wealth Management
Missouri
$1.45M 40,382 +502 +1%
KWM
6
Kingsview Wealth Management
Oregon
$1.18M 32,678 +1,023 +3%
UBS Group
7
UBS Group
Switzerland
$1.03M 28,598 -1,496 -5%
FAM
8
Formidable Asset Management
Ohio
$880K 24,450 -2,450 -9%
WSCM
9
Wellington Shields Capital Management
New York
$815K 22,633 -1,050 -4%
FA
10
FDx Advisors
Illinois
$810K 22,512 -4,346 -16%
PAG
11
Private Advisor Group
New Jersey
$674K 18,683 +2,306 +14%
YMRC
12
Yorktown Management & Research Company
Virginia
$540K 15,000 +15,000 New
FAAS
13
First Allied Advisory Services
California
$437K 12,205 +1,325 +12%
GFPC
14
Global Financial Private Capital
Florida
$430K 11,946 +11,946 New
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$423K 11,740 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$404K 11,215 -375 -3%
PTC
17
Private Trust Company
Ohio
$366K 10,195 +10,195 New
BTS
18
BB&T Securities
Virginia
$325K 9,033 +9,033 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$296K 8,230 +1,101 +15%
Creative Planning
20
Creative Planning
Kansas
$269K 7,465 -535 -7%
RJA
21
Raymond James & Associates
Florida
$240K 6,665 -1,700 -20%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$224K 6,226 +541 +10%
Morgan Stanley
23
Morgan Stanley
New York
$192K 5,325 +930 +21%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$152K 4,216 -11 -0.3%
AG
25
Advisor Group
Arizona
$39K 1,094 – –
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