State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
239 hedge funds and large institutions have $331M invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 21 closing their positions.
181% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 21
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more capital invested
Capital invested by funds: $266M → $331M (+$65M)
17% more funds holding
Funds holding: 204 → 239 (+35)
0.68% more ownership
Funds ownership: 13.11% → 13.78% (+0.68%)
29% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$11.4M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$7.84M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$5.28M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AO
Advisor OS
Chicago,
Illinois
|
-$22.1M |
| 2 |
Morgan Stanley
New York
|
-$6.82M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.54M |
| 4 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$5.11M |
| 5 |
Goldman Sachs
New York
|
-$4.68M |
SPYD Hedge Fund Activity: Q4 2020 in Review
239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2020, worth a combined $331M — up 24% from $266M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SPYD positions and 21 closed out — a net gain of 38 holders — while 59 added to existing stakes and 83 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $13M. The largest seller was Advisor OS, exiting entirely with an estimated $22.1M sold.
- 239 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2020, up from 204 in Q3 2020.
- Funds reported $331M of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 59 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2020 and 21 closed out, a net change of +38 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $13M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2020 was Advisor OS, an estimated $22.1M sold.
Based on aggregated 13F filings for Q4 2020.