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SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Overview Fund Activity

70 hedge funds and large institutions have $78.7M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
29
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$21.1M
2
GI
2
Gradient Investments
Minnesota
$4.82M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.94M
4
XS
4
XML Securities
Maryland
$2.7M
5
FIM
5
Frontier Investment Management
Texas
$2.49M

Top Sellers

1
XS
1
XR Securities
Illinois
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
BFG
3
Barber Financial Group
Kansas
$2.81M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
LPL Financial
5
LPL Financial
California
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$21.1M 591,282 +591,282 New
BCI
2
Brinker Capital Investments
Pennsylvania
$6.94M 193,934 +127,020 +190%
GI
3
Gradient Investments
Minnesota
$4.82M 134,800 +129,862 +2,630%
RA
4
RFG Advisory
Alabama
$3.81M 106,489 +61,470 +137%
WP
5
WealthPLAN Partners
Nebraska
$3.16M 88,267 +36,080 +69%
BFG
6
Barber Financial Group
Kansas
$2.81M 78,472 -23,808 -23%
XS
7
XML Securities
Maryland
$2.7M 75,482 +75,482 New
FIM
8
Frontier Investment Management
Texas
$2.49M 69,550 +69,550 New
LPL Financial
9
LPL Financial
California
$2.18M 60,959 -19,839 -25%
Bank of America
10
Bank of America
North Carolina
$2.17M 60,637 -2,720 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.89M 52,839 +653 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.52M 42,474 +16,930 +66%
AWMG
13
Alliance Wealth Management Group
New Jersey
$1.41M 39,454 +6,960 +21%
FWM
14
Frontier Wealth Management
Missouri
$1.41M 39,440 -497 -1%
KWM
15
Kingsview Wealth Management
Oregon
$1.33M 37,177 +4,150 +13%
CF
16
Centaurus Financial
California
$1.3M 36,415 +36,415 New
UBS Group
17
UBS Group
Switzerland
$1.1M 30,778 +7,254 +31%
SWM
18
SeaCrest Wealth Management
New York
$1.05M 29,220 +477 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.02M 28,597 +15,375 +116%
ACM
20
AlphaStar Capital Management
North Carolina
$1.02M 28,529 +4,937 +21%
Morgan Stanley
21
Morgan Stanley
New York
$910K 25,450 +4,330 +21%
WSCM
22
Wellington Shields Capital Management
New York
$897K 25,085 -1,450 -5%
TRCT
23
Tower Research Capital (TRC)
New York
$859K 24,035 +24,035 New
AI
24
Atria Investments
North Carolina
$824K 23,041 +662 +3%
FAM
25
Formidable Asset Management
Ohio
$762K 21,310 -2,050 -9%
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