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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
226
Nicolet Advisory Services
Wisconsin
$419K +$52.9K +1,229 +13%
IHWM
227
Iron Horse Wealth Management
Iowa
$416K -$63K -1,464 -12%
Citadel Advisors
228
Citadel Advisors
Florida
$416K +$448K +10,427 New
TCMP
229
Thrive Capital Management (Pennsylvania)
Pennsylvania
$406K -$6.41K -149 -1%
CF
230
Centaurus Financial
California
$404K -$471K -10,949 -52%
GVAG
231
Great Valley Advisor Group
Delaware
$401K +$432K +10,038 New
CFGS
232
Concourse Financial Group Securities
Alabama
$400K +$75.3K +1,751 +21%
HFS
233
Howard Financial Services
Texas
$397K +$4.34K +101 +1%
NFSG
234
Newbridge Financial Services Group
Florida
$386K -$17.3K -402 -4%
HI
235
Harbour Investments
Wisconsin
$386K +$416K +9,665 New
TSS
236
Two Sigma Securities
New York
$380K +$410K +9,530 New
DADC
237
D.A. Davidson & Co
Montana
$376K -$21.5K -499 -5%
WJA
238
Willis Johnson & Associates
Texas
$376K +$405K +9,412 New
NRI
239
NFP Retirement Inc
California
$374K -$173K -4,018 -30%
FA
240
Flagstar Advisors
New York
$372K
PPP
241
Private Portfolio Partners
New Jersey
$365K +$36.8K +856 +10%
WF
242
Wayfinding Financial
Washington
$363K -$60.6K -1,408 -13%
CAAS
243
Capital Asset Advisory Services
Michigan
$363K -$14.9K -346 -4%
DI
244
DFPG Investments
Utah
$361K -$21K -489 -5%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$354K +$163K +3,798 +75%
PA
246
PSI Advisors
Florida
$350K +$16.9K +394 +5%
NAM
247
NTV Asset Management
West Virginia
$348K +$129 +3 +0%
WKWM
248
Walter & Keenan Wealth Management
Indiana
$345K +$75.3K +1,750 +25%
PA
249
PFG Advisors
Arizona
$342K +$113K +2,635 +44%
FEG
250
Financial Enhancement Group
Indiana
$336K +$52.9K +1,230 +17%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.