We are live on ! Find out more
SPYD icon

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

54 hedge funds and large institutions have $39.1M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

97% more capital invested

Capital invested by funds: $19.9M → $39.1M (+$19.3M)

80% more funds holding

Funds holding: 30 → 54 (+24)

2.36% more ownership

Funds ownership: 10.23% → 12.59% (+2.4%)

Holders
54
Holders Change
+24
Holders Change %
+80%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$3.78M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.47M
3
WP
WealthPLAN Partners
Nebraska
+$1.93M
4
RA
RFG Advisory
Alabama
+$1.66M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
-$1.18M
2
FA
FDx Advisors
Illinois
-$810K
3
YMRC
Yorktown Management & Research Company
Virginia
-$540K
4
PAG
Private Advisor Group
New Jersey
-$390K
5
UBS Group
UBS Group
Switzerland
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$447K – – –
JMPWA
27
JP Morgan Private Wealth Advisors
California
$444K +$3.8K +103 +0.9%
PTC
28
Private Trust Company
Ohio
$381K – – –
BTS
29
BB&T Securities
Virginia
$364K +$25.9K +702 +8%
CIAS
30
Capital Investment Advisory Services
North Carolina
$356K +$351K +9,505 New
Creative Planning
31
Creative Planning
Kansas
$332K +$51.3K +1,388 +19%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$331K +$97.2K +2,633 +42%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$318K +$9.23K +250 +3%
PAG
34
Private Advisor Group
New Jersey
$306K -$390K -10,551 -56%
RJA
35
Raymond James & Associates
Florida
$290K +$39.9K +1,079 +16%
AG
36
Advisor Group
Arizona
$260K +$216K +5,861 +536%
IA
37
IFP Advisors
Florida
$224K +$202K +5,458 +1,034%
GLA
38
Great Lakes Advisors
Illinois
$218K +$215K +5,808 New
GI
39
Gradient Investments
Minnesota
$185K +$182K +4,938 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$163K +$4.8K +130 +3%
AWA
41
Acorn Wealth Advisors
Michigan
$75K +$73.3K +1,985 New
ACM
42
Armbruster Capital Management
New York
$62K +$61.5K +1,665 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44K +$21.7K +588 +100%
GWM
44
Geneos Wealth Management
Colorado
$31K – – –
WAS
45
Winch Advisory Services
Wisconsin
$29K +$28.3K +767 New
W
46
WealthShield
North Carolina
$19K +$18.5K +500 New
WP
47
WealthShield Partners
North Carolina
$19K +$18.5K +500 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6K +$74 +2 +1%
ASN
49
Advisory Services Network
Georgia
$4K +$3.77K +102 New
CFN
50
Cordasco Financial Network
Florida
$4K +$3.8K +103 New
1
2
3

SPYD Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2017, worth a combined $39.1M — up 97% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SPYD positions and 3 closed out — a net gain of 24 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $3.78M. The largest seller was AlphaStar Capital Management, cutting an estimated $1.18M.

  • 54 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $39.1M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2017, up 97% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2017 and 3 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2017 was Barber Financial Group, an estimated $3.78M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2017 was AlphaStar Capital Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2017.