We are live on ! Find out more
SPYD icon

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
SPIA
151
Steward Partners Investment Advisory
New York
$9K +$9.47K +250 New
VRM
152
Vectors Research Management
New York
$8K +$7.84K +207 New
EIP
153
Ellis Investment Partners
Pennsylvania
$8K +$8.87K +234 New
AF
154
Advisornet Financial
Minnesota
$6K
BlackRock
155
BlackRock
New York
$4K
GWM
156
Geneos Wealth Management
Colorado
$4K +$1.9K +50 +76%
IAS
157
IMA Advisory Services
Colorado
$4K +$3.79K +100 New
CFGS
158
Concourse Financial Group Securities
Alabama
$4K +$4.09K +108 New
MWM
159
Meridian Wealth Management
Kentucky
$3.11K +$89.4K +2,358 +41%
SWP
160
Strategic Wealth Partners
Ohio
$3K
FRA
161
Front Row Advisors
California
$2K
DOA
162
D'Orazio & Associates
Virginia
$1K
HI
163
Human Investing
Oregon
$1K +$644 +17 New
ACA
164
Ackerman Capital Advisors
Texas
$468 +$209K +5,517 +81%
SWA
165
Sutton Wealth Advisors
Florida
$154 +$152 +4 New
GT
166
Glenmede Trust
Pennsylvania
$24 +$24.4K +644 New
GFPC
167
Global Financial Private Capital
Florida
-$4.37M -115,542 Closed
SCA
168
Stillwater Capital Advisors
Pennsylvania
-$2.48M -65,530 Closed
PS
169
Portfolio Strategies
New York
-$1.02M -27,085 Closed
SRSA
170
S.R. Schill & Associates
Washington
-$630K -16,652 Closed
AIC
171
Ameritas Investment Company
Nebraska
-$427K -11,279 Closed
FHC
172
First Heartland Consultants
Missouri
-$382K -10,093 Closed
BC
173
Brio Consultants
California
-$247K -6,537 Closed
PTC
174
Private Trust Company
Ohio
-$241K -6,370 Closed
OIA
175
OneDigital Investment Advisors
Kansas
-$246K -6,320 Closed

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.