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

147 hedge funds and large institutions have $302M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

27% more funds holding

Funds holding: 116 → 147 (+31)

25% more capital invested

Capital invested by funds: $241M → $302M (+$60.9M)

6.48% less ownership

Funds ownership: 28.01% → 21.53% (-6.5%)

Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
41
Increased
66
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
+$9.74M
2
BFG
Barber Financial Group
Kansas
+$9.26M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.86M
4
CCP
Cardan Capital Partners
Colorado
+$5.16M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$13.6M
2
WI
WrapManager Inc
California
-$4.64M
3
Ameriprise
Ameriprise
Minnesota
-$4.39M
4
APP
Avantax Planning Partners
Iowa
-$3.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
26
RDA Financial Network
Iowa
$3.03M +$2.89M +78,269 New
ACM
27
AlphaStar Capital Management
North Carolina
$2.9M +$937K +25,408 +50%
Jane Street
28
Jane Street
New York
$2.78M +$788K +21,364 +41%
FI
29
FormulaFolio Investments
Michigan
$2.52M +$348K +9,439 +16%
SCA
30
Stillwater Capital Advisors
Pennsylvania
$2.48M +$264K +7,148 +12%
FAAS
31
First Allied Advisory Services
California
$1.68M +$5.53K +150 +0.3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.67M +$99K +2,684 +6%
TCM
33
Tradition Capital Management
New Jersey
$1.64M +$810K +21,981 +103%
KWM
34
Kingsview Wealth Management
Oregon
$1.59M -$82.1K -2,227 -5%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$1.53M +$477K +12,928 +47%
SWM
36
SeaCrest Wealth Management
New York
$1.51M -$84.5K -2,292 -5%
FWM
37
Frontier Wealth Management
Missouri
$1.49M -$17.6K -477 -1%
FIM
38
Frontier Investment Management
Texas
$1.37M +$71.9K +1,950 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.37M -$222K -6,023 -14%
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$1.29M +$584K +15,850 +87%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$1.81K +49 +0.1%
EFL
42
ERn Financial LLC
Wisconsin
$1.24M +$116K +3,151 +11%
Creative Planning
43
Creative Planning
Kansas
$1.09M +$563K +15,267 +112%
PS
44
Portfolio Strategies
New York
$1.02M +$999K +27,085 New
PAG
45
Private Advisor Group
New Jersey
$1.01M +$57.8K +1,568 +6%
RIA
46
Regal Investment Advisors
Michigan
$1M -$57K -1,545 -6%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$1M +$899K +24,376 +1,158%
DAS
48
Dynamic Advisor Solutions
Arizona
$992K -$811 -22 -0.1%
GWAG
49
Garrett Wealth Advisory Group
Texas
$982K +$568K +15,400 +146%
Goldman Sachs
50
Goldman Sachs
New York
$973K +$641K +17,383 +208%
1
2
3 4 5

SPYD Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2019, worth a combined $302M — up 25% from $241M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 7 closed out — a net gain of 34 holders — while 66 added to existing stakes and 29 trimmed.

The largest buyer was BB&T Securities, adding an estimated $9.74M. The largest seller was Bank of America, cutting an estimated $13.6M.

  • 147 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2019, up from 116 in Q4 2018.
  • Funds reported $302M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2019 and 7 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2019 was BB&T Securities, an estimated $9.74M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2019 was Bank of America, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.