State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
21 hedge funds and large institutions have $14.2M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
11% more funds holding
Funds holding: 19 → 21 (+2)
6% less capital invested
Capital invested by funds: $15.2M → $14.2M (-$951K)
6.59% less ownership
Funds ownership: 16.68% → 10.09% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$951K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$517K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 4 |
Jane Street
New York
|
-$571K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$284K |
SPYD Hedge Fund Activity: Q1 2017 in Review
21 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2017, worth a combined $14.2M — down 6.3% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPYD positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $1.29M. The largest seller was LPL Financial, cutting an estimated $3.96M.
- 21 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2017, up from 19 in Q4 2016.
- Funds reported $14.2M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2017, down 6.3% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2017 and 5 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2017 was Frontier Wealth Management, an estimated $1.29M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2017 was LPL Financial, an estimated $3.96M sold.
Based on aggregated 13F filings for Q1 2017.