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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.

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
1
Morgan Stanley
New York
$22.1M
2
FBB
2
Fulton Breakefield Broenniman
Maryland
$13.7M
3
GI
3
Gradient Investments
Minnesota
$9.72M
4
LPL Financial
4
LPL Financial
California
$34.8M
5
DIM
5
Delta Investment Management
California
$7.17M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.57M
2
SP
2
SWS Partners
Ohio
$0
3
ACM
3
Advisors Capital Management
New Jersey
$407K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$382K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.8M 902,842 +233,356 +35%
Morgan Stanley
2
Morgan Stanley
New York
$22.1M 573,361 +378,525 +194%
Bank of America
3
Bank of America
North Carolina
$20.4M 529,581 +58,054 +12%
UBS Group
4
UBS Group
Switzerland
$20.4M 529,087 +2,006 +0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.6M 510,345 +36,786 +8%
MML Investors Services
6
MML Investors Services
Massachusetts
$17.6M 456,114 +64,970 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.1M 367,343 +160,335 +77%
Ameriprise
8
Ameriprise
Minnesota
$14M 362,658 -15,091 -4%
FBB
9
Fulton Breakefield Broenniman
Maryland
$13.7M 354,637 +354,637 New
Wells Fargo
10
Wells Fargo
California
$12.4M 322,543 +61,039 +23%
PI
11
PFS Investments
Georgia
$12M 312,185 -3,742 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$10M 260,437 +11,309 +5%
GI
13
Gradient Investments
Minnesota
$9.72M 252,531 +249,009 +7,070%
PIN
14
Prudent Investors Network
California
$9.1M 236,368 +8,861 +4%
FHB
15
First Hawaiian Bank
Hawaii
$8.71M 226,250 +956 +0.4%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$8.6M 223,440 +5,121 +2%
WWM
17
Western Wealth Management
Colorado
$7.26M 188,452 +148,560 +372%
DIM
18
Delta Investment Management
California
$7.17M 186,347 +186,347 New
MUAMU
19
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.93M 180,000 +80,000 +80%
Goldman Sachs
20
Goldman Sachs
New York
$6.37M 165,559 +28,641 +21%
GCA
21
Genesee Capital Advisors
New York
$5.27M 136,918 +20,583 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.07M 131,639 -26,458 -17%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$4.87M 126,561 -11,353 -8%
CL
24
COWA LLC
Oklahoma
$4.29M 110,504 +69,279 +168%
RJA
25
Raymond James & Associates
Florida
$4.19M 108,801 +50,470 +87%
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