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State Street SPDR Portfolio S&P 500 High Dividend ETF

168 hedge funds and large institutions have $380M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $302M → $380M (+$77.5M)

14% more funds holding

Funds holding: 147168 (+21)

1.11% more ownership

Funds ownership: 21.53%22.64% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
168
Holders Change
+21
Holders Change %
+14.29%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
82
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$634K -$1.48K -39 -0.2%
FIA
77
Foundations Investment Advisors
Arizona
$629K +$327K +8,623 +112%
Stifel Financial
78
Stifel Financial
Missouri
$603K -$206K -5,435 -26%
MA
79
Mutual Advisors
Nebraska
$586K +$583K +15,393 New
HT
80
Heritage Trust
Oklahoma
$573K +$571K +15,070 New
MIAN
81
Mariner Independent Advisor Network
Kansas
$513K +$60.1K +1,587 +13%
SVWAG
82
Sound View Wealth Advisors Group
Georgia
$493K +$491K +12,955 New
CAN
83
Cetera Advisor Networks
California
$483K -$91.8K -2,423 -16%
SFG
84
StrategIQ Financial Group
Indiana
$481K +$98.6K +2,602 +26%
LNC
85
Lincoln National Corp
Pennsylvania
$481K +$113K +2,981 +31%
RA
86
RFG Advisory
Alabama
$466K -$48.1K -1,269 -9%
BTS
87
BB&T Securities
Virginia
$459K -$10M -265,042 -96%
HFS
88
Howard Financial Services
Texas
$421K
FC
89
Financial Consulate
Maryland
$416K +$207K +5,467 +100%
ACG
90
Allen Capital Group
Nebraska
$414K +$413K +10,888 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$388K +$68.8K +1,816 +22%
CA
92
Calton & Associates
Florida
$385K +$383K +10,118 New
MML Investors Services
93
MML Investors Services
Massachusetts
$371K +$37.4K +986 +11%
LA
94
LexAurum Advisors
Kansas
$370K -$316K -8,349 -46%
PA
95
PFG Advisors
Arizona
$369K +$148K +3,917 +68%
NAS
96
Nicolet Advisory Services
Wisconsin
$366K -$1.78K -47 -0.5%
CA
97
Continuum Advisory
Idaho
$337K -$13.4K -353 -4%
CB
98
Cadence Bank
Mississippi
$336K +$335K +8,827 New
GLA
99
Great Lakes Advisors
Illinois
$327K +$12.1K +320 +4%
FEG
100
Financial Enhancement Group
Indiana
$326K +$39.9K +1,053 +14%

SPYD Hedge Fund Activity: Q2 2019 in Review

168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2019, worth a combined $380M — up 26% from $302M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPYD positions and 18 closed out — a net gain of 24 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $10.4M. The largest seller was BB&T Securities, cutting an estimated $10M.

  • 168 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2019, up from 147 in Q1 2019.
  • Funds reported $380M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2019 and 18 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $10.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2019 was BB&T Securities, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2019.