State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
188 hedge funds and large institutions have $405M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
73% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 48
12% more funds holding
Funds holding: 168 → 188 (+20)
7% more capital invested
Capital invested by funds: $380M → $405M (+$25.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.01% less ownership
Funds ownership: 22.64% → 21.63% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.17M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$7.68M |
| 3 |
TFA
TPG Financial Advisors
Portland,
Oregon
|
+$5.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.11M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.2M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$11M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.32M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.95M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.6M |
SPYD Hedge Fund Activity: Q3 2019 in Review
188 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2019, worth a combined $405M — up 6.7% from $380M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SPYD positions and 14 closed out — a net gain of 20 holders — while 83 added to existing stakes and 48 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $9.17M. The largest seller was Ameriprise, cutting an estimated $12.2M.
- 188 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2019, up from 168 in Q2 2019.
- Funds reported $405M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2019, up 6.7% quarter-over-quarter.
- 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2019 and 14 closed out, a net change of +20 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2019 was Aptus Capital Advisors, an estimated $9.17M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2019 was Ameriprise, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2019.