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State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD

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: 4 → 7 (+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: 239 → 268 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
FBB
Fulton Breakefield Broenniman
Maryland
+$12.9M
3
GI
Gradient Investments
Minnesota
+$9.07M
4
LPL Financial
LPL Financial
California
+$8.5M
5
DIM
Delta Investment Management
California
+$6.79M

Top Sellers

1
SP
SWS Partners
Ohio
-$7.76M
2
HWA
Heartwood Wealth Advisors
Virginia
-$7.75M
3
ACM
Advisors Capital Management
New Jersey
-$5.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.43M
5
FHA
Flagship Harbor Advisors
Massachusetts
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$4K +$3.64K +100 New
JWM
252
Janiczek Wealth Management
Colorado
$3K – – –
LFG
253
Larson Financial Group
Missouri
$3K – – –
FGAM
254
Financial Gravity Asset Management
Texas
$2.97K +$472K +12,957 +20%
BC
255
Barnett & Company
Tennessee
$2K -$16.7K -459 -89%
Citigroup
256
Citigroup
New York
$2K – – –
FRA
257
Front Row Advisors
California
$2K – – –
FWP
258
FAS Wealth Partners
Kansas
$2K +$1.49K +41 +586%
WAS
259
Wealth Advisory Solutions
Indiana
$2K +$1.92M +52,696 New
SIS
260
Sound Income Strategies
Florida
$1.16K – – –
DOA
261
D'Orazio & Associates
Virginia
$1K – – –
RWG
262
Regal Wealth Group
California
$1K +$838 +23 New
BC
263
Burleson & Co
California
$1K +$1.02K +28 New
EVM
264
Eaton Vance Management
Massachusetts
$1K +$1.06K +29 New
SP
265
SWS Partners
Ohio
– -$7.76M -235,734 Closed
Citadel Advisors
266
Citadel Advisors
Florida
– -$2.43M -66,792 Closed
FTUS
267
Flow Traders U.S.
New York
– -$1.02M -30,937 Closed
BFG
268
Barber Financial Group
Kansas
– -$983K -29,828 Closed
HF
269
HRT Financial
New York
– -$972K -29,528 Closed
WI
270
WrapManager Inc
California
– -$698K -21,197 Closed
TSS
271
Two Sigma Securities
New York
– -$434K -13,185 Closed
Millennium Management
272
Millennium Management
New York
– -$261K -7,928 Closed
TC
273
TownSquare Capital
Utah
– -$224K -6,786 Closed
IWM
274
IHT Wealth Management
Illinois
– -$218K -6,619 Closed
OPW
275
Oxler Private Wealth
New York
– -$126K -3,851 Closed
8 9 10
11
12

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.