State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
207 hedge funds and large institutions have $289M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 55
5.64% less ownership
Funds ownership: 24.47% → 18.83% (-5.6%)
14% less funds holding
Funds holding: 242 → 207 (-35)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
45% less capital invested
Capital invested by funds: $526M → $289M (-$236M)
47% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.02M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$8.11M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.81M |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$5.77M |
| 5 |
TCPWM
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$24M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$19.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19.4M |
| 4 |
PIN
Prudent Investors Network
Lake Forest,
California
|
-$11.9M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$10.4M |
SPYD Hedge Fund Activity: Q1 2020 in Review
207 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2020, worth a combined $289M — down 45% from $526M a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of SPYD and 36 opened new positions — a net loss of 32 holders — while 55 trimmed existing stakes and 91 added.
The largest buyer was UBS Group, adding an estimated $9.02M. The largest seller was AssetMark Inc, cutting an estimated $24M.
- 207 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2020, down from 242 in Q4 2019.
- Funds reported $289M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2020, down 45% quarter-over-quarter.
- 36 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2020 and 68 closed out, a net change of -32 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2020 was UBS Group, an estimated $9.02M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2020 was AssetMark Inc, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2020.