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

168 hedge funds and large institutions have $380M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $302M → $380M (+$77.5M)

14% more funds holding

Funds holding: 147 → 168 (+21)

1.11% more ownership

Funds ownership: 21.53% → 22.64% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
168
Holders Change
+21
Holders Change %
+14.29%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
82
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$10.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.96M
3
Ameriprise
Ameriprise
Minnesota
+$5.37M
4
DAS
Dynamic Advisor Solutions
Arizona
+$4.06M
5
Jane Street
Jane Street
New York
+$3.74M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$10M
2
GFPC
Global Financial Private Capital
Florida
-$4.37M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$4.32M
4
SCA
Stillwater Capital Advisors
Pennsylvania
-$2.48M
5
PS
Portfolio Strategies
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
26
Cornerstone Wealth Group
North Carolina
$3.52M +$3.51M +92,631 New
RJA
27
Raymond James & Associates
Florida
$3.39M -$953K -25,142 -22%
ACM
28
AlphaStar Capital Management
North Carolina
$3.37M +$459K +12,124 +16%
WP
29
WealthPLAN Partners
Nebraska
$3.18M -$36.6K -965 -1%
FI
30
FormulaFolio Investments
Michigan
$3.15M +$607K +16,005 +24%
EWM
31
Executive Wealth Management
Michigan
$3.1M +$3.08M +81,359 New
RFN
32
RDA Financial Network
Iowa
$3.08M +$76.6K +2,021 +3%
AI
33
Atria Investments
North Carolina
$2.7M +$2.84M +75,022 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$2.65M +$1.11M +29,222 +72%
GVAG
35
Great Valley Advisor Group
Delaware
$2.64M +$2.63M +69,373 New
CF
36
Centaurus Financial
California
$2.32M +$2.23M +58,842 +2,618%
AWM
37
AE Wealth Management
Kansas
$2.28M +$2.28M +60,038 New
OC
38
Oppenheimer & Co
New York
$2.08M +$2.07M +54,708 New
MGIA
39
Moneta Group Investment Advisors
Missouri
$2.02M -$4.32M -113,970 -68%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.99M +$1.98M +52,265 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.94M +$563K +14,865 +41%
RMAM
42
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$1.06M +28,031 +149%
TAM
43
Tradition Asset Management
Virginia
$1.76M +$1.76M +46,312 New
Wells Fargo
44
Wells Fargo
California
$1.76M +$1.44M +37,946 +456%
FIM
45
Frontier Investment Management
Texas
$1.72M +$338K +8,925 +25%
FMLI
46
Fukoku Mutual Life Insurance
Japan
$1.67M +$1.67M +44,000 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.67M -$7.24K -191 -0.4%
FAAS
48
First Allied Advisory Services
California
$1.63M -$51.1K -1,349 -3%
FWM
49
Frontier Wealth Management
Missouri
$1.59M +$87.3K +2,303 +6%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$1.52M +$222K +5,870 +17%
1
2
3 4 5

SPYD Hedge Fund Activity: Q2 2019 in Review

168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2019, worth a combined $380M — up 26% from $302M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPYD positions and 18 closed out — a net gain of 24 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $10.4M. The largest seller was BB&T Securities, cutting an estimated $10M.

  • 168 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2019, up from 147 in Q1 2019.
  • Funds reported $380M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2019 and 18 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $10.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2019 was BB&T Securities, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2019.