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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
226
Raab & Moskowitz Asset Management
New Jersey
$533K -$41.2K -1,032 -7%
IWC
227
Integrated Wealth Concepts
Massachusetts
$531K +$331K +8,296 +146%
PPP
228
Private Portfolio Partners
New Jersey
$526K +$10.5K +262 +2%
BWL
229
Bogart Wealth LLC
Virginia
$524K +$2.2K +55 +0.4%
WA
230
Wambolt & Associates
Colorado
$523K -$24.7K -619 -4%
ACM
231
Altrius Capital Management
North Carolina
$520K -$131K -3,269 -19%
SFG
232
Sovereign Financial Group
Connecticut
$520K -$33K -825 -6%
SFM
233
Signet Financial Management
New Jersey
$516K +$8.27K +207 +2%
MCCP
234
Mission Creek Capital Partners
California
$514K +$759 +19 +0.1%
NP
235
NorthRock Partners
Minnesota
$508K +$519 +13 +0.1%
PA
236
Parallel Advisors
California
$503K +$30.4K +761 +6%
CA
237
Cambridge Advisors
Nebraska
$502K -$20K -500 -4%
FC
238
Financial Consulate
Maryland
$500K -$12.9K -323 -2%
WJA
239
Willis Johnson & Associates
Texas
$464K +$18.7K +469 +4%
SFC
240
Strategic Financial Concepts
Texas
$456K +$480K +12,009 New
AWE
241
Avidian Wealth Enterprises
Texas
$447K +$4.63K +116 +1%
AAS
242
Ameritas Advisory Services
Nebraska
$444K -$36.1K -904 -7%
PA
243
PFG Advisors
Arizona
$444K +$38.8K +972 +9%
FTS
244
Fifth Third Securities
Ohio
$443K +$35.3K +883 +8%
PWM
245
Perigon Wealth Management
California
$440K -$28.7K -719 -6%
PIAS
246
PCA Investment Advisory Services
Ohio
$420K +$442K +11,062 New
FFW
247
Fusion Family Wealth
New York
$418K +$3.36K +84 +0.8%
FEG
248
Financial Enhancement Group
Indiana
$406K -$68.6K -1,716 -13%
TFA
249
Teamwork Financial Advisors
Texas
$405K +$151K +3,788 +55%
BBWP
250
Beacon Bridge Wealth Partners
Pennsylvania
$402K +$13K +326 +3%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.