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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
NorthRock Partners
Minnesota
$474K +$538K +13,362 New
BWL
227
Bogart Wealth LLC
Virginia
$467K +$204K +5,057 +62%
MWAM
228
Manhattan West Asset Management
California
$457K -$2.54K -63 -0.5%
PPP
229
Private Portfolio Partners
New Jersey
$454K +$146K +3,634 +40%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$451K +$512K +12,704 New
CI
231
CX Institutional
Indiana
$438K -$3.47M -86,282 -87%
PA
232
Parallel Advisors
California
$423K +$40 +1 +0%
SFG
233
Sovereign Financial Group
Connecticut
$416K +$37.6K +935 +9%
PA
234
PFG Advisors
Arizona
$416K +$128K +3,167 +37%
ISWM
235
Independent Solutions Wealth Management
New York
$406K +$152K +3,782 +49%
WJA
236
Willis Johnson & Associates
Texas
$404K +$80.1K +1,989 +21%
EWM
237
Evercore Wealth Management
New York
$402K
VWA
238
V Wealth Advisors
Kansas
$392K
CF
239
Centaurus Financial
California
$392K +$37K +918 +9%
RIA
240
Regal Investment Advisors
Michigan
$390K -$233K -5,790 -35%
HI
241
Harbour Investments
Wisconsin
$386K
SCFS
242
S.C. Financial Services
Arizona
$385K -$34.1K -847 -7%
UCFA
243
United Capital Financial Advisors
Texas
$378K +$187K +4,654 +78%
IWA
244
Intercontinental Wealth Advisors
Texas
$377K +$89.6K +2,224 +26%
NAS
245
Nicolet Advisory Services
Wisconsin
$376K +$1.77K +44 +0.4%
SMA
246
Sage Mountain Advisors
Georgia
$374K -$211K -5,228 -33%
FTS
247
Fifth Third Securities
Ohio
$371K -$518K -12,854 -55%
CCA
248
Conservest Capital Advisors
Pennsylvania
$357K
HFS
249
Howard Financial Services
Texas
$357K +$4.31K +107 +1%
OIA
250
OneDigital Investment Advisors
Kansas
$352K +$92.1K +2,286 +30%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.