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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
AlphaStar Capital Management
North Carolina
+$1.97M
2
LPL Financial
LPL Financial
California
+$1.29M
3
YMRC
Yorktown Management & Research Company
Virginia
+$533K
4
GFPC
Global Financial Private Capital
Florida
+$424K
5
Bank of America
Bank of America
North Carolina
+$408K

Top Sellers

1
NL
NWAM LLC
Washington
-$272K
2
FA
FDx Advisors
Illinois
-$154K
3
FAM
Formidable Asset Management
Ohio
-$87K
4
RJA
Raymond James & Associates
Florida
-$60.4K
5
UBS Group
UBS Group
Switzerland
-$53.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.99M +$1.29M +36,463 +78%
ACM
2
AlphaStar Capital Management
North Carolina
$2M +$1.97M +55,442 New
Bank of America
3
Bank of America
North Carolina
$1.85M +$408K +11,499 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.78M +$123K +3,459 +8%
FWM
5
Frontier Wealth Management
Missouri
$1.45M +$17.8K +502 +1%
KWM
6
Kingsview Wealth Management
Oregon
$1.18M +$36.3K +1,023 +3%
UBS Group
7
UBS Group
Switzerland
$1.03M -$53.1K -1,496 -5%
FAM
8
Formidable Asset Management
Ohio
$880K -$87K -2,450 -9%
WSCM
9
Wellington Shields Capital Management
New York
$815K -$37.3K -1,050 -4%
FA
10
FDx Advisors
Illinois
$810K -$154K -4,346 -16%
PAG
11
Private Advisor Group
New Jersey
$674K +$81.9K +2,306 +14%
YMRC
12
Yorktown Management & Research Company
Virginia
$540K +$533K +15,000 New
FAAS
13
First Allied Advisory Services
California
$437K +$47K +1,325 +12%
GFPC
14
Global Financial Private Capital
Florida
$430K +$424K +11,946 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$423K – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$404K -$13.3K -375 -3%
PTC
17
Private Trust Company
Ohio
$366K +$362K +10,195 New
BTS
18
BB&T Securities
Virginia
$325K +$321K +9,033 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$296K +$39.1K +1,101 +15%
Creative Planning
20
Creative Planning
Kansas
$269K -$19K -535 -7%
RJA
21
Raymond James & Associates
Florida
$240K -$60.4K -1,700 -20%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$224K +$19.2K +541 +10%
Morgan Stanley
23
Morgan Stanley
New York
$192K +$33K +930 +21%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$152K -$391 -11 -0.3%
AG
25
Advisor Group
Arizona
$39K – – –
1
2

SPYD Hedge Fund Activity: Q3 2017 in Review

30 of the 4,011 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.