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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
CAL
201
Capital Analysts LLC
Pennsylvania
$114K -$7.83K -215 -7%
GRP
202
Global Retirement Partners
California
$110K -$29.6K -813 -22%
OIA
203
Optimum Investment Advisors
Illinois
$106K +$59.8K +1,642 +149%
AIC
204
Ameritas Investment Company
Nebraska
$98.3K +$93K +2,553 New
CHC
205
City Holding Co
West Virginia
$98K -$1.82K -50 -2%
LFASL
206
Lugano Financial Advisors SA (LFA)
Switzerland
$89K
PA
207
Parallel Advisors
California
$88K
BWL
208
Bogart Wealth LLC
Virginia
$87K +$82K +2,251 New
CIAS
209
Capital Investment Advisory Services
North Carolina
$86K
PMFA
210
Plante Moran Financial Advisors
Michigan
$84K -$82K -2,250 -51%
CFD
211
Creative Financial Designs
Indiana
$78K -$8.16K -224 -10%
SMA
212
Sage Mountain Advisors
Georgia
$73K +$69.2K +1,900 New
William Blair & Company
213
William Blair & Company
Illinois
$62K
WP
214
WealthShield Partners
North Carolina
$55K +$52.3K +1,435 New
GAM
215
Grandview Asset Management
Pennsylvania
$51K +$48.4K +1,328 New
S
216
SignatureFD
Georgia
$49K +$73 +2 +0.2%
IA
217
IFP Advisors
Florida
$48K +$1.82K +50 +4%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$48K +$45K +1,234 New
BWP
219
Baldwin Wealth Partners
Massachusetts
$45K
TCOV
220
Trust Company of Vermont
Vermont
$45K
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$40.5K +1,112 New
CAGAS
222
Capital Advisory Group Advisory Services
Minnesota
$40K -$11.5K -315 -23%
TRCT
223
Tower Research Capital (TRC)
New York
$35K -$40.9K -1,124 -55%
GWS
224
Glassman Wealth Services
Virginia
$33K +$546 +15 +2%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$30K -$6.38K -175 -19%

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.