State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
19 hedge funds and large institutions have $15.2M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
261% more capital invested
Capital invested by funds: $4.2M → $15.2M (+$11M)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
46% more funds holding
Funds holding: 13 → 19 (+6)
6.89% more ownership
Funds ownership: 9.79% → 16.68% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.82M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.68M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 5 |
WSCM
Wellington Shields Capital Management
New York
|
+$947K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$809K |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
-$286K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$153K |
| 4 |
Jane Street
New York
|
-$110K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$14.9K |
SPYD Hedge Fund Activity: Q4 2016 in Review
19 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2016, worth a combined $15.2M — up 261% from $4.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPYD positions and 4 closed out — a net gain of 6 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $4.82M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $809K sold.
- 19 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2016, up from 13 in Q3 2016.
- Funds reported $15.2M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2016, up 261% quarter-over-quarter.
- 10 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2016 and 4 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2016 was LPL Financial, an estimated $4.82M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2016 was Sigma Planning Corp, an estimated $809K sold.
Based on aggregated 13F filings for Q4 2016.