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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.

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
Osaic Holdings
1
Osaic Holdings
Arizona
$8.48M
2
SP
2
SWS Partners
Ohio
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$13.1M
4
PI
4
PFS Investments
Georgia
$5.73M
5
LPL Financial
5
LPL Financial
California
$14.1M

Top Sellers

1
NP
1
NorthRock Partners
Minnesota
$0
2
AssetMark Inc
2
AssetMark Inc
California
$2.17M
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
PIN
4
Prudent Investors Network
California
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$35.3M 1,434,373 +144,738 +11%
LPL Financial
2
LPL Financial
California
$14.1M 574,092 +166,888 +41%
UBS Group
3
UBS Group
Switzerland
$13.1M 532,567 +259,048 +95%
Morgan Stanley
4
Morgan Stanley
New York
$11.1M 449,989 +132,564 +42%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.5M 428,790 -102,646 -19%
Bank of America
6
Bank of America
North Carolina
$10.5M 427,098 -557,558 -57%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.24M 375,637 -68,622 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.76M 356,245 +109,726 +45%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.48M 357,991 +357,991 New
TCPWM
10
Traverso Chambers Private Wealth Management
California
$8.03M 326,521 +149,271 +84%
APW
11
Aurora Private Wealth
New Jersey
$7.84M 318,565 +165,637 +108%
SP
12
SWS Partners
Ohio
$6.69M 271,822 +271,822 New
OC
13
Oppenheimer & Co
New York
$6.47M 262,962 +93,610 +55%
FPIS
14
Financial Planning & Information Services
Wisconsin
$6.22M 252,668 +20,244 +9%
PI
15
PFS Investments
Georgia
$5.73M 232,976 +232,976 New
Goldman Sachs
16
Goldman Sachs
New York
$5.59M 227,406 +69,700 +44%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$4.9M 199,345 +10,281 +5%
TFA
18
TPG Financial Advisors
Oregon
$4.24M 172,430 +10,641 +7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.48M 141,461 +115,712 +449%
Wells Fargo
20
Wells Fargo
California
$3.41M 138,698 +23,368 +20%
FWM
21
FSA Wealth Management
Massachusetts
$2.98M 121,039 +15,424 +15%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$2.95M 119,859 +27,716 +30%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.75M 111,859 -15,583 -12%
WP
24
WealthPLAN Partners
Nebraska
$2.7M 105,636 +20,048 +23%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$2.5M 101,741 +5,719 +6%
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