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State Street SPDR Portfolio S&P 500 High Dividend ETF

268 hedge funds and large institutions have $467M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more capital invested

Capital invested by funds: $331M → $467M (+$136M)

19% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 79

12% more funds holding

Funds holding: 239268 (+29)

1.75% more ownership

Funds ownership: 13.78%15.53% (+1.8%)

24% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.34M

Holders
268
Holders Change
+29
Holders Change %
+12.13%
% of All Funds
4.71%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
226
Ranch Capital Advisors
Florida
$30K -$5.9K -162 -17%
EI
227
Ellevest Inc
New York
$28K +$26.7K +732 New
BMD
228
Better Money Decisions
New Mexico
$26K +$24.2K +665 New
SW
229
SVB Wealth
Massachusetts
$24K
GT
230
Glenmede Trust
Pennsylvania
$24K +$23.5K +644 New
APWA
231
Atlas Private Wealth Advisors
New Jersey
$22K +$4.84K +133 +30%
NFG
232
Next Financial Group
Texas
$22K +$20.9K +575 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$19K
SFS
234
Sowell Financial Services
Arkansas
$19K +$16.3K +447 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$18K +$109 +3 +0.7%
PFA
236
Professional Financial Advisors
Nebraska
$17K +$255 +7 +2%
SFSIG
237
San Francisco Sentry Investment Group
California
$16K -$12.9K -355 -46%
TFS
238
TrustCore Financial Services
Tennessee
$16K
DAM
239
Delta Asset Management
Tennessee
$15K
RFA
240
Reilly Financial Advisors
California
$13K +$109 +3 +0.9%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$13K +$12.2K +335 New
BlackRock
242
BlackRock
New York
$10K -$2.08K -57 -18%
EIP
243
Ellis Investment Partners
Pennsylvania
$10K +$146 +4 +2%
US Bancorp
244
US Bancorp
Minnesota
$9K -$2.08K -57 -19%
MHR
245
Matthew Hamilton Rosenberg
$9K
MCC
246
Money Concepts Capital
Florida
$8K
VRM
247
Vectors Research Management
New York
$8K
KFI
248
Key Financial Inc
Pennsylvania
$8K +$7.29K +200 New
TA
249
Tectonic Advisors
Texas
$7K +$6.27K +172 New
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$19.8K -543 -80%

SPYD Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2021, worth a combined $467M — up 41% from $331M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYD positions and 23 closed out — a net gain of 30 holders — while 94 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was SWS Partners, exiting entirely with an estimated $7.76M sold.

  • 268 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $467M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2021, up 41% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2021 and 23 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2021 was Morgan Stanley, an estimated $13.8M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2021 was SWS Partners, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2021.