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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
226
Old Port Advisors
Maine
$269K +$6.41K +157 +3%
IP
227
Ignite Planners
California
$269K +$251K +6,142 New
RIA
228
Regal Investment Advisors
Michigan
$266K +$258K +6,324 New
HI
229
Harbour Investments
Wisconsin
$261K -$551K -13,496 -69%
IF
230
Intrua Financial
Texas
$258K +$490 +12 +0.2%
APW
231
Aurora Private Wealth
New Jersey
$257K -$20.3K -497 -8%
SFP
232
Strategic Financial Partners
Oregon
$255K
AWA
233
Acorn Wealth Advisors
Michigan
$252K -$11.2K -274 -4%
SFG
234
Sovereign Financial Group
Connecticut
$250K +$6.69K +164 +3%
PA
235
PFG Advisors
Arizona
$248K +$7.96K +195 +3%
GSWM
236
Golden State Wealth Management
California
$246K -$32.6K -800 -12%
WA
237
WBH Advisory
Maryland
$246K +$163 +4 +0.1%
PCA
238
Personal Capital Advisors
California
$245K +$238K +5,830 New
VIP
239
Vantage Investment Partners
Missouri
$243K -$4.08K -100 -2%
VWM
240
Venturi Wealth Management
Texas
$243K +$236K +5,778 New
LWM
241
Laidlaw Wealth Management
New York
$241K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$240K +$233K +5,707 New
AWM
243
Accel Wealth Management
Iowa
$239K +$41.8K +1,025 +22%
KAS
244
Kestra Advisory Services
Texas
$235K -$37.3K -913 -14%
FEG
245
Financial Enhancement Group
Indiana
$235K +$4.33K +106 +2%
1IA
246
1834 Investment Advisors
Wisconsin
$232K +$4.28K +105 +2%
CA
247
CoreCap Advisors
Michigan
$229K +$222K +5,451 New
SPC
248
Sigma Planning Corp
Michigan
$227K +$3.79K +93 +2%
IWM
249
IHT Wealth Management
Illinois
$223K -$21.6K -530 -9%
Fidelity Investments
250
Fidelity Investments
Massachusetts
$221K +$45.7K +1,121 +27%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.