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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$3.78M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.47M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.93M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.66M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.18M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$810K |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$540K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$390K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
51
Camarda Financial Advisors
Fleming Island,
Florida
| $3K | +$2.55K | +69 | New |
|
|
WAM
52
Watermark Asset Management
San Ramon,
California
| $3K | +$2.58K | +70 | New |
|
|
QCG
53
Quadrant Capital Group
Cincinnati,
Ohio
| $3K | +$3.69K | +100 | New |
|
54
BlackRock
New York
| $2K | +$1.99K | +54 | New |
|
|
FA
55
FDx Advisors
Chicago,
Illinois
| – | -$810K | -22,512 | Closed |
|
|
YMRC
56
Yorktown Management & Research Company
Forest,
Virginia
| – | -$540K | -15,000 | Closed |
|
57
Citigroup
New York
| – | -$9K | -250 | Closed |
|
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.