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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
Renaissance Technologies
126
Renaissance Technologies
New York
$412K +$390K +10,700 New
APA
127
American Portfolios Advisors
New York
$409K +$40.3K +1,106 +12%
ACM
128
Advisors Capital Management
New Jersey
$407K -$5.84M -160,421 -94%
KWM
129
Kingsview Wealth Management
Oregon
$404K -$117K -3,204 -24%
FI
130
FormulaFolio Investments
Michigan
$402K -$446K -12,244 -56%
CPIG
131
Chicago Partners Investment Group
Illinois
$387K
DI
132
DFPG Investments
Utah
$385K -$92.5K -2,539 -20%
FHA
133
Flagship Harbor Advisors
Massachusetts
$382K -$1.57M -43,035 -81%
Wolverine Trading
134
Wolverine Trading
Illinois
$380K +$358K +9,823 New
WAAG
135
Wealth Alliance Advisory Group
Kansas
$378K
CB
136
Cadence Bank
Mississippi
$374K
AIP
137
Ahrens Investment Partners
Louisiana
$371K -$284K -7,800 -45%
IAN
138
Integrated Advisors Network
Texas
$368K +$17.6K +483 +5%
HFS
139
Howard Financial Services
Texas
$365K +$5.68K +156 +2%
NEIRG
140
New England Investment & Retirement Group
Massachusetts
$357K +$79.9K +2,192 +31%
CW
141
CreativeOne Wealth
Kansas
$339K -$489K -13,423 -60%
CA
142
Continuum Advisory
Idaho
$336K
Simplex Trading
143
Simplex Trading
Illinois
$335K +$278K +7,642 +707%
GSWM
144
Golden State Wealth Management
California
$331K -$73.8K -2,025 -19%
MGIA
145
Moneta Group Investment Advisors
Missouri
$331K +$36.7K +1,007 +13%
BRWA
146
B. Riley Wealth Advisors
Florida
$318K +$301K +8,251 New
EAM
147
Evanson Asset Management
California
$308K
AWMG
148
Alliance Wealth Management Group
New Jersey
$306K -$32.8K -901 -10%
AAS
149
Avantax Advisory Services
Texas
$305K +$288K +7,909 New
FC
150
Financial Consulate
Maryland
$297K -$3.17K -87 -1%

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.