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State Street SPDR Portfolio S&P 500 High Dividend ETF

287 hedge funds and large institutions have $1.51B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more capital invested

Capital invested by funds: $467M → $1.51B (+$1.05B)

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

84% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 69

46% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $1.14M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17.13% more ownership

Funds ownership: 15.53%32.66% (+17%)

7% more funds holding

Funds holding: 268287 (+19)

Holders
287
Holders Change
+19
Holders Change %
+7.09%
% of All Funds
5%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.45M +$1.11M +27,246 +25%
CL
27
COWA LLC
Oklahoma
$4.93M +$515K +12,650 +11%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$4.68M -$403K -9,905 -8%
CRC
29
Curi RMB Capital
Illinois
$4.38M +$1.99M +49,000 +81%
RFN
30
RDA Financial Network
Iowa
$4.34M -$17.7K -435 -0.4%
RWA
31
Redhawk Wealth Advisors
Minnesota
$4.13M -$26.2K -643 -0.6%
GB
32
Gunma Bank
Japan
$4.09M +$4.15M +102,000 New
AO
33
Advisor OS
Illinois
$4M -$255K -6,262 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.62M -$1.69M -41,462 -31%
AssetMark Inc
35
AssetMark Inc
California
$3.42M +$307K +7,555 +10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.37M +$898K +22,084 +36%
WP
37
WealthPLAN Partners
Nebraska
$3.37M -$122K -3,010 -3%
GSIS
38
Global Strategic Investment Solutions
Arizona
$3.33M +$2.97K +73 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.24M +$411K +10,103 +14%
WP
40
WealthSource Partners
California
$3.17M +$11K +270 +0.3%
FGAM
41
Financial Gravity Asset Management
Texas
$3.16M +$71.1K +1,748 +2%
CWG
42
Cornerstone Wealth Group
North Carolina
$3.03M -$207K -5,099 -6%
Lido Advisors
43
Lido Advisors
California
$2.71M +$2.75M +67,511 New
FEM
44
Fulcrum Equity Management
Texas
$2.7M -$77.7K -1,911 -3%
XF
45
XML Financial
Maryland
$2.68M +$110K +2,703 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.67M +$241K +5,928 +10%
HWA
47
Heartwood Wealth Advisors
Virginia
$2.58M +$952K +23,400 +57%
AI
48
Atria Investments
North Carolina
$2.51M -$59.4K -1,460 -2%
FPB
49
First PREMIER Bank
South Dakota
$2.41M +$432K +10,623 +21%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.4M +$363K +8,929 +18%

SPYD Hedge Fund Activity: Q2 2021 in Review

287 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2021, worth a combined $1.51B — up 224% from $467M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPYD positions and 22 closed out — a net gain of 21 holders — while 127 added to existing stakes and 69 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $695M. The largest seller was Genesee Capital Advisors, exiting entirely with an estimated $5.27M sold.

  • 287 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2021, up from 268 in Q1 2021.
  • Funds reported $1.51B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2021, up 224% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2021 and 22 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2021 was Prudential plc, an estimated $695M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2021 was Genesee Capital Advisors, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2021.