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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$456K +$18.4K +424 +4%
US Bancorp
227
US Bancorp
Minnesota
$447K +$330K +7,588 +346%
EFG
228
Erickson Financial Group
Pennsylvania
$445K -$5.84M -134,566 -93%
SNB
229
Security National Bank
Nebraska
$445K
EGA
230
Eagle Global Advisors
Texas
$444K +$7.6K +175 +2%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$441K -$11.4M -262,407 -96%
QPWM
232
Quadrant Private Wealth Management
Pennsylvania
$439K -$169K -3,902 -29%
CCA
233
Conservest Capital Advisors
Pennsylvania
$436K
NC
234
Napatree Capital
Rhode Island
$435K +$72.3K +1,665 +21%
KA
235
Kovack Advisors
Florida
$428K -$47.1K -1,085 -10%
SFG
236
Sovereign Financial Group
Connecticut
$422K -$63.9K -1,471 -14%
WIA
237
World Investment Advisors
California
$421K +$401K +9,231 New
Brown Advisory
238
Brown Advisory
Maryland
$420K +$27.6K +635 +7%
FCA
239
FinTrust Capital Advisors
South Carolina
$418K +$31.4K +723 +9%
WGC
240
Watts Gwilliam & Co
Arizona
$418K +$406K +9,340 New
CPL
241
CAP Partners LLC
Tennessee
$417K -$2.69K -62 -0.7%
FEG
242
Financial Enhancement Group
Indiana
$406K +$44.5K +1,025 +10%
PFS
243
Prospera Financial Services
Texas
$402K -$865K -19,918 -69%
NAM
244
NTV Asset Management
West Virginia
$402K
VIP
245
Vantage Investment Partners
Missouri
$398K
CAS
246
Coppell Advisory Solutions
Texas
$397K +$368K +8,465 +3,147%
PA
247
PFG Advisors
Arizona
$394K -$15K -346 -4%
SFM
248
Signet Financial Management
New Jersey
$392K -$166K -3,825 -31%
FA
249
Faithward Advisors
Pennsylvania
$390K +$10.1K +233 +3%
WKWM
250
Walter & Keenan Wealth Management
Indiana
$384K

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.