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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
CAN
176
Cetera Advisor Networks
California
$240K +$227K +6,239 New
EH
177
Equitable Holdings
New York
$233K +$220K +6,049 New
QC
178
QCM Cayman
Texas
$232K +$219K +6,022 New
FEG
179
Financial Enhancement Group
Indiana
$226K -$93.2K -2,558 -30%
VIP
180
Vantage Investment Partners
Missouri
$226K +$214K +5,871 New
SWM
181
Spire Wealth Management
Virginia
$225K +$214K +5,880 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$224K +$33.9K +930 +19%
WA
183
Wambolt & Associates
Colorado
$222K +$207K +5,693 New
FPIS
184
Financial Planning & Information Services
Wisconsin
$219K -$98K -2,690 -32%
APP
185
Avantax Planning Partners
Iowa
$219K +$208K +5,701 New
PA
186
PSI Advisors
Florida
$218K +$207K +5,678 New
AIC
187
Ayalon Insurance Company
Israel
$216K +$202K +5,551 New
SWM
188
SeaCrest Wealth Management
New York
$214K -$38.2K -1,049 -16%
Stifel Financial
189
Stifel Financial
Missouri
$211K +$200K +5,490 New
NFSG
190
Newbridge Financial Services Group
Florida
$200K
1IA
191
1834 Investment Advisors
Wisconsin
$188K -$5.83K -160 -3%
AWM
192
Accel Wealth Management
Iowa
$180K
Deutsche Bank
193
Deutsche Bank
Germany
$160K +$55.7K +1,530 +58%
JP Morgan Chase
194
JP Morgan Chase
New York
$155K -$19K -521 -11%
FHA
195
First Horizon Advisors
Tennessee
$154K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$146K
MRCM
197
M&R Capital Management
New Jersey
$135K +$656 +18 +0.5%
GWM
198
Geneos Wealth Management
Colorado
$127K +$30.2K +830 +36%
TF
199
Tompkins Financial
New York
$123K
RG
200
Retirement Group
California
$117K +$74.3K +2,039 +204%

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.