State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
242 hedge funds and large institutions have $526M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.
400% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 14
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
124% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 46
30% more capital invested
Capital invested by funds: $405M → $526M (+$121M)
29% more funds holding
Funds holding: 188 → 242 (+54)
2.84% more ownership
Funds ownership: 21.63% → 24.47% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$19.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.86M |
| 4 |
TCPWM
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
+$6.84M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.28M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$7.25M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$4.68M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.85M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$26K | -675 | Closed |
|
|
MA
252
MCF Advisors
Covington,
Kentucky
| – | -$25K | -654 | Closed |
|
|
CFGS
253
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$4.17K | -108 | Closed |
|
|
LFG
254
Larson Financial Group
St Louis,
Missouri
| – | -$4K | -100 | Closed |
|
|
SWP
255
Strategic Wealth Partners
Independence,
Ohio
| – | -$3 | -100 | Closed |
|
|
BA
256
Ballast Advisors
Woodbury,
Minnesota
| – | +$309 | +8 | New |
|
SPYD Hedge Fund Activity: Q4 2019 in Review
242 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2019, worth a combined $526M — up 30% from $405M a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SPYD positions and 14 closed out — a net gain of 56 holders — while 103 added to existing stakes and 46 trimmed.
The largest buyer was NorthRock Partners, opening a new position worth an estimated $19.3M. The largest seller was Aptus Capital Advisors, cutting an estimated $9.28M.
- 242 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2019, up from 188 in Q3 2019.
- Funds reported $526M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2019, up 30% quarter-over-quarter.
- 70 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2019 and 14 closed out, a net change of +56 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2019 was NorthRock Partners, an estimated $19.3M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2019 was Aptus Capital Advisors, an estimated $9.28M sold.
Based on aggregated 13F filings for Q4 2019.