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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$405K -$6.66K -166 -2%
PTC
227
Private Trust Company
Ohio
$405K -$43.1K -1,075 -10%
CA
228
Continuum Advisory
Idaho
$402K -$36.3K -904 -8%
CW
229
CIC Wealth
Maryland
$394K -$20.9K -522 -5%
SNB
230
Security National Bank
Nebraska
$393K
EGA
231
Eagle Global Advisors
Texas
$384K -$703K -17,534 -65%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$384K -$7.62K -190 -2%
IFG
233
Independent Financial Group
California
$381K +$178K +4,440 +88%
BJL
234
Brighton Jones LLC
Washington
$378K -$32K -797 -8%
CPL
235
CAP Partners LLC
Tennessee
$370K -$4.05K -101 -1%
NFG
236
Norris Financial Group
South Carolina
$362K +$76K +1,894 +27%
PA
237
PFG Advisors
Arizona
$361K +$46.3K +1,154 +15%
NAM
238
NTV Asset Management
West Virginia
$354K
ASN
239
Advisory Services Network
Georgia
$353K +$31.8K +792 +10%
TCM
240
Traynor Capital Management
Pennsylvania
$351K -$92.3K -2,302 -21%
VIP
241
Vantage Investment Partners
Missouri
$351K
Brown Advisory
242
Brown Advisory
Maryland
$345K
FCA
243
FinTrust Capital Advisors
South Carolina
$339K -$23.3K -580 -6%
LFAS
244
Level Four Advisory Services
Texas
$339K +$23.8K +594 +8%
WKWM
245
Walter & Keenan Wealth Management
Indiana
$339K
FA
246
Faithward Advisors
Pennsylvania
$335K -$1.7M -42,262 -84%
BSW
247
Buckingham Strategic Wealth
Missouri
$330K
D
248
Diversified
Delaware
$329K
TC
249
Trilogy Capital
California
$329K +$26.7K +665 +9%
SPC
250
Sigma Planning Corp
Michigan
$327K +$2.29K +57 +0.7%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.