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State Street SPDR Portfolio S&P 500 High Dividend ETF

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: 23 (+1)

27% more funds holding

Funds holding: 116147 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
76
Moloney Securities Asset Management
Missouri
$321K +$313K +8,479 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$317K +$71.8K +1,946 +30%
Wells Fargo
78
Wells Fargo
California
$315K +$307K +8,318 New
GLA
79
Great Lakes Advisors
Illinois
$313K -$1.22K -33 -0.4%
FIA
80
Foundations Investment Advisors
Arizona
$292K +$285K +7,727 New
AWA
81
Acorn Wealth Advisors
Michigan
$284K +$2.77K +75 +1%
FEG
82
Financial Enhancement Group
Indiana
$284K +$81.7K +2,216 +42%
WP
83
WealthShield Partners
North Carolina
$279K +$66.5K +1,804 +32%
SVWA
84
Sound View Wealth Advisors
Georgia
$278K +$270K +7,336 New
WMA
85
Wealth Management Associates
New Jersey
$274K +$11.1K +300 +4%
SFSIG
86
San Francisco Sentry Investment Group
California
$272K +$15.9K +430 +6%
VIP
87
Vantage Investment Partners
Missouri
$264K +$111 +3 +0%
S
88
Surevest
California
$259K -$37.5K -1,018 -13%
DA
89
Doliver Advisors
Texas
$255K +$248K +6,734 New
1IA
90
1834 Investment Advisors
Wisconsin
$250K +$34.3K +929 +16%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$249K -$375K -10,160 -61%
BC
92
Brio Consultants
California
$247K -$169K -4,595 -41%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$246K +$122K +3,310 +104%
OIA
94
OneDigital Investment Advisors
Kansas
$246K +$233K +6,320 New
PTC
95
Private Trust Company
Ohio
$241K
SPC
96
Sigma Planning Corp
Michigan
$233K +$7.19K +195 +3%
WS
97
Wedbush Securities
California
$231K +$225K +6,092 New
PA
98
PFG Advisors
Arizona
$222K +$212K +5,753 New
MWM
99
Meridian Wealth Management
Kentucky
$220K +$214K +5,815 New
DIA
100
Dana Investment Advisors
Wisconsin
$212K +$206K +5,600 New

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.