SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

203 hedge funds and large institutions have $266M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
70
Reduced
71
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AO
1
Advisor OS
Illinois
$22.1M 507,653 +405,067 +395%
UBS Group
2
UBS Group
Switzerland
$16.6M 605,225 +60,178 +11%
Ameriprise
3
Ameriprise
Minnesota
$15.3M 557,161 -705,696 -56%
LPL Financial
4
LPL Financial
California
$14.4M 526,915 +65,582 +14%
Morgan Stanley
5
Morgan Stanley
New York
$11.4M 415,650 -59,076 -12%
Bank of America
6
Bank of America
North Carolina
$10.3M 374,159 -50,382 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.54M 347,971 +41,831 +14%
PI
8
PFS Investments
Georgia
$8.79M 320,862 +50,450 +19%
Goldman Sachs
9
Goldman Sachs
New York
$7.9M 288,425 +161,169 +127%
SP
10
SWS Partners
Ohio
$7.41M 270,530 +270,530 New
Wells Fargo
11
Wells Fargo
California
$7.33M 267,677 +46,865 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.89M 251,465 -31,274 -11%
FHB
13
First Hawaiian Bank
Hawaii
$6.16M 224,848 +1,653 +0.7%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$5.88M 214,716 -1,839 -0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.68M 207,444 -155,742 -43%
FPIS
16
Financial Planning & Information Services
Wisconsin
$4.76M 173,838 -99,293 -36%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$4.37M 140,664 +7,375 +6%
SAS
18
Sage Advisory Services
Texas
$3.38M 123,297 +30,532 +33%
PIN
19
Prudent Investors Network
California
$3.17M 115,613 +115,613 New
WP
20
WealthPLAN Partners
Nebraska
$3.14M 103,695 -2,196 -2%
RFN
21
RDA Financial Network
Iowa
$3.02M 110,028 +20,432 +23%
RJA
22
Raymond James & Associates
Florida
$2.8M 102,190 +3,012 +3%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.79M 101,829 -10,573 -9%
MUAMU
24
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.74M 100,000 +100,000 New
GSIS
25
Global Strategic Investment Solutions
Arizona
$2.25M 82,096 +806 +1%