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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$351K +$118K +2,746 +52%
MSAM
227
Moloney Securities Asset Management
Missouri
$349K +$17.7K +412 +5%
UWM
228
USAdvisors Wealth Management
Minnesota
$345K -$17.5K -407 -5%
ISWM
229
Independent Solutions Wealth Management
New York
$339K -$1.25K -29 -0.4%
MW
230
Milestone Wealth
New York
$331K
NWA
231
Navis Wealth Advisors
New York
$330K
VIP
232
Vantage Investment Partners
Missouri
$330K +$74.6K +1,731 +30%
PWM
233
Peterson Wealth Management
Nevada
$328K +$99.4K +2,308 +45%
MWM
234
Minot Wealth Management
Massachusetts
$327K
WA
235
Wambolt & Associates
Colorado
$320K +$21.8K +505 +8%
SA
236
Stewardship Advisors
Pennsylvania
$316K
FEG
237
Financial Enhancement Group
Indiana
$316K +$68.5K +1,590 +28%
PAIM
238
Punch & Associates Investment Management
Minnesota
$314K
JCM
239
Jacobi Capital Management
Pennsylvania
$311K +$18.3K +424 +6%
NL
240
NWAM LLC
Washington
$311K +$305K +7,085 New
RJT
241
Raymond James Trust
Florida
$310K -$9.99K -232 -3%
Nomura Asset Management
242
Nomura Asset Management
Japan
$303K +$297K +6,904 New
WKWM
243
Walter & Keenan Wealth Management
Indiana
$303K
LF
244
Lee Financial
Texas
$297K +$258 +6 +0.1%
CAG
245
Curtis Advisory Group
California
$295K +$78K +1,810 +37%
SOS
246
Silver Oak Securities
Tennessee
$295K +$286K +6,634 New
ACM
247
Advisors Capital Management
New Jersey
$293K -$10M -232,952 -97%
IP
248
Ignite Planners
California
$290K +$18.9K +438 +7%
KWM
249
Keebeck Wealth Management
Illinois
$286K
RIA
250
Regal Investment Advisors
Michigan
$286K +$8.01K +186 +3%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.