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State Street SPDR Portfolio S&P 500 High Dividend ETF

268 hedge funds and large institutions have $467M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more capital invested

Capital invested by funds: $331M → $467M (+$136M)

19% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 79

12% more funds holding

Funds holding: 239268 (+29)

1.75% more ownership

Funds ownership: 13.78%15.53% (+1.8%)

24% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.34M

Holders
268
Holders Change
+29
Holders Change %
+12.13%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
53
Increased
94
Reduced
79
Closed
23
Calls
$1.02M
Puts
$1.34M
Net Calls
-$326K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
51
White Pine Capital
Minnesota
$2.04M +$108K +2,972 +6%
TFA
52
Tobias Financial Advisors
Florida
$2.02M +$5.36K +147 +0.3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.96M +$104K +2,855 +6%
CWM
54
Cornerstone Wealth Management
Missouri
$1.95M +$461K +12,652 +33%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.94M +$363K +9,977 +25%
EE
56
EWG Elevate
California
$1.94M +$26.4K +725 +1%
FPB
57
First PREMIER Bank
South Dakota
$1.91M +$137K +3,772 +8%
SWA
58
Sax Wealth Advisors
New Jersey
$1.74M +$244K +6,699 +17%
Creative Planning
59
Creative Planning
Kansas
$1.69M +$49.1K +1,347 +3%
ACA
60
Aptus Capital Advisors
Alabama
$1.66M +$47.8K +1,313 +3%
BW
61
Bison Wealth
Georgia
$1.58M +$47.4K +1,300 +3%
HWA
62
Heartwood Wealth Advisors
Virginia
$1.57M -$7.75M -212,753 -84%
BRWM
63
B. Riley Wealth Management
Tennessee
$1.52M -$26.6K -729 -2%
V
64
Veritable
Delaware
$1.52M
CA
65
Calton & Associates
Florida
$1.49M +$114K +3,142 +9%
NA
66
NewEdge Advisors
Louisiana
$1.43M -$48.6K -1,334 -3%
CA
67
CGN Advisors
Kansas
$1.37M -$125K -3,443 -9%
PAG
68
Private Advisor Group
New Jersey
$1.29M +$181K +4,968 +17%
OC
69
Oarsman Capital
Wisconsin
$1.23M +$153K +4,203 +15%
IA
70
IFG Advisory
Georgia
$1.1M +$306K +8,402 +41%
SI
71
Stephens Inc
Arkansas
$1.09M +$109 +3 +0%
OPS
72
Orion Portfolio Solutions
Nebraska
$1.07M -$6.08K -167 -0.6%
AFM
73
Andesa Financial Management
Pennsylvania
$1.06M +$501K +13,745 +100%
SAS
74
Sage Advisory Services
Texas
$974K -$642K -17,618 -41%
TCPWM
75
Traverso Chambers Private Wealth Management
California
$963K -$9.98K -274 -1%

SPYD Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2021, worth a combined $467M — up 41% from $331M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYD positions and 23 closed out — a net gain of 30 holders — while 94 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was SWS Partners, exiting entirely with an estimated $7.76M sold.

  • 268 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $467M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2021, up 41% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2021 and 23 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2021 was Morgan Stanley, an estimated $13.8M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2021 was SWS Partners, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2021.