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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
GSWM
51
Golden State Wealth Management
California
$963K +$938K +25,447 New
DI
52
DFPG Investments
Utah
$954K -$178K -4,832 -16%
IFWM
53
Institute for Wealth Management
Colorado
$870K +$58.1K +1,577 +7%
TC
54
Truvestments Capital
Florida
$837K +$816K +22,131 New
Stifel Financial
55
Stifel Financial
Missouri
$806K +$785K +21,278 New
RC
56
Roundview Capital
New Jersey
$719K +$473K +12,821 +208%
RMAM
57
Raab & Moskowitz Asset Management
New Jersey
$713K +$427K +11,578 +159%
APA
58
American Portfolios Advisors
New York
$692K +$242K +6,571 +56%
LA
59
LexAurum Advisors
Kansas
$684K +$666K +18,074 New
SFM
60
Signet Financial Management
New Jersey
$670K +$28K +760 +5%
ASN
61
Advisory Services Network
Georgia
$670K +$652K +17,695 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$650K +$65.5K +1,777 +12%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$633K +$616K +16,718 New
SRSA
64
S.R. Schill & Associates
Washington
$630K +$282K +7,640 +85%
CAN
65
Cetera Advisor Networks
California
$572K +$70K +1,898 +14%
RA
66
RFG Advisory
Alabama
$511K -$344K -9,337 -41%
MIAN
67
Mariner Independent Advisor Network
Kansas
$451K +$439K +11,918 New
AIC
68
Ameritas Investment Company
Nebraska
$427K +$294K +7,979 +242%
HFS
69
Howard Financial Services
Texas
$419K – – –
FHC
70
First Heartland Consultants
Missouri
$382K -$5.94K -161 -2%
SFG
71
StrategIQ Financial Group
Indiana
$380K +$370K +10,034 New
LNC
72
Lincoln National Corp
Pennsylvania
$366K +$11.3K +306 +3%
NAS
73
Nicolet Advisory Services
Wisconsin
$365K +$356K +9,659 New
CA
74
Continuum Advisory
Idaho
$353K -$65.9K -1,788 -16%
MML Investors Services
75
MML Investors Services
Massachusetts
$332K +$4.57K +124 +1%
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.