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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
AWMG
101
Alliance Wealth Management Group
New Jersey
$211K -$1.28M -34,743 -86%
TCM
102
Towercrest Capital Management
Pennsylvania
$210K -$1.28M -34,743 -86%
APP
103
Avantax Planning Partners
Iowa
$207K -$3.62M -98,120 -95%
FC
104
Financial Consulate
Maryland
$207K +$201K +5,461 New
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$185K -$2.77K -75 -2%
FPB
106
First PREMIER Bank
South Dakota
$176K +$171K +4,650 New
FHB
107
First Hawaiian Bank
Hawaii
$163K +$38.8K +1,051 +32%
WCM
108
WealthBridge Capital Management
Ohio
$149K +$145K +3,937 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$146K +$134K +3,630 New
TRCT
110
Tower Research Capital (TRC)
New York
$137K +$133K +3,619 New
TWA
111
TCI Wealth Advisors
Arizona
$125K +$122K +3,298 New
NWM
112
Northwest Wealth Management
Iowa
$107K +$104K +2,815 New
PCP
113
Proficio Capital Partners
Massachusetts
$95K +$92.2K +2,500 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$87K +$23.2K +629 +38%
JCM
115
Jacobi Capital Management
Pennsylvania
$85K +$83.2K +2,256 New
BC
116
Barnett & Company
Tennessee
$72K – – –
CHC
117
City Holding Co
West Virginia
$69K +$45.2K +1,225 +204%
AA
118
Advisory Alpha
Michigan
$68.9K +$67.3K +1,825 New
William Blair & Company
119
William Blair & Company
Illinois
$61K – – –
CF
120
Centaurus Financial
California
$59.4K +$13.3K +360 +19%
FWM
121
Focused Wealth Management
New York
$54K -$8.33K -226 -14%
VFA
122
Valeo Financial Advisors
Indiana
$54K +$43.6K +1,183 +495%
TCOV
123
Trust Company of Vermont
Vermont
$44K – – –
LFG
124
LifePlan Financial Group
Ohio
$38K +$6.01K +163 +20%
PCIA
125
Prime Capital Investment Advisors
Kansas
$37K +$36.5K +990 New
3 4
5
6 7

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.