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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
RMAM
101
Raab & Moskowitz Asset Management
New Jersey
$641K -$69.7K -1,913 -10%
GL
102
Graypoint LLC
New York
$636K
FCA
103
FinTrust Capital Advisors
South Carolina
$617K -$50.6K -1,390 -8%
FA
104
Faithward Advisors
Pennsylvania
$604K -$40.4K -1,109 -7%
DWM
105
Doyle Wealth Management
Florida
$604K +$4.81K +132 +0.8%
HI
106
Harbour Investments
Wisconsin
$604K +$571K +15,677 New
M&T Bank
107
M&T Bank
New York
$594K +$562K +15,422 New
NRI
108
NFP Retirement Inc
California
$579K +$9.11K +250 +2%
TCM
109
Towercrest Capital Management
Pennsylvania
$550K -$57.2K -1,569 -10%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$548K +$19.8K +543 +4%
MCCP
111
Mission Creek Capital Partners
California
$539K -$211K -5,783 -29%
IHWM
112
Iron Horse Wealth Management
Iowa
$536K -$26.2K -718 -5%
AF
113
Allworth Financial
California
$533K +$10.2K +280 +2%
MIAN
114
Mariner Independent Advisor Network
Kansas
$524K -$42.8K -1,175 -8%
SFM
115
Signet Financial Management
New Jersey
$518K -$97.1K -2,665 -17%
PFS
116
Prospera Financial Services
Texas
$497K +$233K +6,408 +98%
SPIA
117
Steward Partners Investment Advisory
New York
$487K +$443K +12,147 +2,429%
FA
118
FDx Advisors
Illinois
$479K -$116K -3,171 -20%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$474K -$15K -411 -3%
NFG
120
Norris Financial Group
South Carolina
$448K
SFG
121
StrategIQ Financial Group
Indiana
$447K -$36.5K -1,003 -8%
EGWAG
122
Elwood & Goetz Wealth Advisory Group
Georgia
$446K
VWA
123
V Wealth Advisors
Kansas
$444K -$11K -302 -3%
EWM
124
Evercore Wealth Management
New York
$436K
PWAC
125
Private Wealth Advisors (California)
California
$434K +$38.5K +1,056 +10%

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.