State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
204 hedge funds and large institutions have $266M invested in State Street 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.
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 205 → 204 (-1)
1% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 71
1.69% less ownership
Funds ownership: 14.8% → 13.11% (-1.7%)
5% less capital invested
Capital invested by funds: $281M → $266M (-$15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AO
Advisor OS
Chicago,
Illinois
|
+$11.5M |
| 2 |
SP
SWS Partners
Columbus,
Ohio
|
+$7.65M |
| 3 |
Goldman Sachs
New York
|
+$4.56M |
| 4 |
PIN
Prudent Investors Network
Lake Forest,
California
|
+$3.27M |
| 5 |
MUAMU
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.9M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$5.79M |
| 3 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$5.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.4M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$2.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
226
Citizens Financial Group
Providence,
Rhode Island
| – | -$56K | -2,000 | Closed |
|
|
TFA
227
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$48K | -1,699 | Closed |
|
|
PA
228
Procyon Advisors
Shelton,
Connecticut
| – | -$15K | -525 | Closed |
|
229
Citigroup
New York
| – | -$9K | -338 | Closed |
|
|
TWA
230
TCI Wealth Advisors
Tucson,
Arizona
| – | -$6K | -200 | Closed |
|
|
CI
231
CX Institutional
Auburn,
Indiana
| – | -$2K | -84 | Closed |
|
|
AWA
232
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$223 | -8 | Closed |
|
SPYD Hedge Fund Activity: Q3 2020 in Review
204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2020, worth a combined $266M — down 5.3% from $281M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPYD positions and 30 closed out — a net gain of 1 holder — while 70 added to existing stakes and 71 trimmed.
The largest buyer was Advisor OS, adding an estimated $11.5M. The largest seller was Ameriprise, cutting an estimated $19.9M.
- 204 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2020, down from 205 in Q2 2020.
- Funds reported $266M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2020, down 5.3% quarter-over-quarter.
- 31 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2020 and 30 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2020 was Advisor OS, an estimated $11.5M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2020 was Ameriprise, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2020.