State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
30 hedge funds and large institutions have $19.9M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $14.5M → $19.9M (+$5.42M)
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
30% more funds holding
Funds holding: 23 → 30 (+7)
1.51% more ownership
Funds ownership: 8.71% → 10.23% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$1.97M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$533K |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$424K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$272K |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$154K |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$87K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$60.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$53.1K |
SPYD Hedge Fund Activity: Q3 2017 in Review
30 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2017, worth a combined $19.9M — up 38% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPYD positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.97M. The largest seller was NWAM LLC, exiting entirely with an estimated $272K sold.
- 30 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2017, up from 23 in Q2 2017.
- Funds reported $19.9M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2017, up 38% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2017 and 1 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2017 was AlphaStar Capital Management, an estimated $1.97M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2017 was NWAM LLC, an estimated $272K sold.
Based on aggregated 13F filings for Q3 2017.