State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
76 hedge funds and large institutions have $122M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 6 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 17
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
55% more capital invested
Capital invested by funds: $78.7M → $122M (+$43.3M)
9% more funds holding
Funds holding: 70 → 76 (+6)
3.64% more ownership
Funds ownership: 18.11% → 21.75% (+3.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.32M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.4M |
| 4 |
Jane Street
New York
|
+$3.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
-$1.03M |
| 2 |
WSCM
Wellington Shields Capital Management
New York
|
-$897K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$824K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$513K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$368K |
SPYD Hedge Fund Activity: Q2 2018 in Review
76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2018, worth a combined $122M — up 55% from $78.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPYD positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $21.3M. The largest seller was Frontier Investment Management, cutting an estimated $1.03M.
- 76 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2018, up from 70 in Q1 2018.
- Funds reported $122M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2018, up 55% quarter-over-quarter.
- 13 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2018 was Ameriprise, an estimated $21.3M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2018 was Frontier Investment Management, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2018.