We are live on ! Find out more
SPYD icon

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
AWM
126
Arbor Wealth Management
Florida
$30K +$29.6K +803 New
FCA
127
FinTrust Capital Advisors
South Carolina
$26K -$15.7K -426 -38%
ADL
128
Asset Dedication LLC
California
$26K +$25.7K +696 New
Citigroup
129
Citigroup
New York
$21K +$111 +3 +0.5%
CA
130
Cetera Advisors
Colorado
$21K +$20.3K +550 New
GRP
131
Global Retirement Partners
California
$20K +$4.98K +135 +35%
RIA
132
Realta Investment Advisors
Delaware
$20K +$19.5K +530 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$16K +$15.4K +419 New
TFS
134
TrustCore Financial Services
Tennessee
$16K +$15.6K +423 New
CFN
135
Cordasco Financial Network
Florida
$14K
IA
136
IFP Advisors
Florida
$13K -$880K -23,858 -99%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$11K +$11.1K +300 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$8K -$29.3K -794 -79%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$7K
AF
140
Advisornet Financial
Minnesota
$6K
SWP
141
Strategic Wealth Partners
Ohio
$4K
BlackRock
142
BlackRock
New York
$4K +$2.1K +57 +146%
FRA
143
Front Row Advisors
California
$2K
GWM
144
Geneos Wealth Management
Colorado
$2K +$959 +26 +65%
DOA
145
D'Orazio & Associates
Virginia
$1K +$37 +1 +3%
ACA
146
Ackerman Capital Advisors
Texas
$256
WI
147
WrapManager Inc
California
-$4.64M -136,266 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
-$2.87M -84,151 Closed
UCFA
149
United Capital Financial Advisors
Texas
-$2.41M -70,614 Closed
FAM
150
Formidable Asset Management
Ohio
-$951K -27,940 Closed

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.