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State Street SPDR Portfolio S&P 500 High Dividend ETF

70 hedge funds and large institutions have $78.7M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

101% more capital invested

Capital invested by funds: $39.1M → $78.7M (+$39.6M)

30% more funds holding

Funds holding: 5470 (+16)

5.52% more ownership

Funds ownership: 12.59%18.11% (+5.5%)

Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
29
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$688K +$163K +4,436 +30%
HighTower Advisors
27
HighTower Advisors
Illinois
$594K +$46.2K +1,260 +8%
TCM
28
Tradition Capital Management
New Jersey
$511K +$525K +14,304 New
Creative Planning
29
Creative Planning
Kansas
$481K +$169K +4,600 +52%
SFM
30
Signet Financial Management
New Jersey
$476K +$489K +13,313 New
PAG
31
Private Advisor Group
New Jersey
$439K +$152K +4,131 +51%
GFPC
32
Global Financial Private Capital
Florida
$427K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$396K +$95.5K +2,602 +31%
LNC
34
Lincoln National Corp
Pennsylvania
$388K +$398K +10,840 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$369K +$53.4K +1,454 +16%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$368K -$57.3K -1,561 -13%
CIAS
37
Capital Investment Advisory Services
North Carolina
$367K +$28.1K +766 +8%
RIA
38
Regal Investment Advisors
Michigan
$330K +$339K +9,237 New
FI
39
FormulaFolio Investments
Michigan
$305K +$313K +8,532 New
BTS
40
BB&T Securities
Virginia
$281K -$68.3K -1,860 -19%
RJA
41
Raymond James & Associates
Florida
$279K +$2.17K +59 +0.8%
1IA
42
1834 Investment Advisors
Wisconsin
$246K +$253K +6,890 New
AWA
43
Acorn Wealth Advisors
Michigan
$231K +$160K +4,350 +219%
IA
44
IFP Advisors
Florida
$224K
PTC
45
Private Trust Company
Ohio
$218K -$150K -4,095 -40%
BWFA
46
Baltimore-Washington Financial Advisors
Maryland
$213K +$219K +5,964 New
GLA
47
Great Lakes Advisors
Illinois
$212K +$4.84K +132 +2%
FEG
48
Financial Enhancement Group
Indiana
$184K +$189K +5,154 New
AG
49
Advisor Group
Arizona
$170K -$80.9K -2,205 -32%
WP
50
WealthShield Partners
North Carolina
$147K +$132K +3,610 +722%

SPYD Hedge Fund Activity: Q1 2018 in Review

70 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2018, worth a combined $78.7M — up 101% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPYD positions and 6 closed out — a net gain of 17 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $21.7M. The largest seller was XR Securities, exiting entirely with an estimated $1.68M sold.

  • 70 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $78.7M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2018, up 101% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2018 and 6 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2018 was AssetMark Inc, an estimated $21.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2018 was XR Securities, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2018.