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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$515K +$88.8K +2,021 +21%
IWM
227
IHT Wealth Management
Illinois
$507K -$140K -3,192 -22%
KPWS
228
Kestra Private Wealth Services
Texas
$506K +$251K +5,704 +100%
FHC
229
First Heartland Consultants
Missouri
$501K +$659 +15 +0.1%
T
230
Tidemark
California
$495K -$42.2K -959 -8%
EGA
231
Eagle Global Advisors
Texas
$491K +$16K +365 +3%
HFS
232
Howard Financial Services
Texas
$485K +$4.53K +103 +0.9%
CL
233
Choreo LLC
Illinois
$483K +$74.7K +1,700 +18%
CA
234
Continuum Advisory
Idaho
$476K +$24K +547 +5%
OC
235
Oarsman Capital
Wisconsin
$475K +$2.68K +61 +0.6%
NC
236
Napatree Capital
Rhode Island
$473K +$50.8K +1,155 +12%
ACM
237
AlphaStar Capital Management
North Carolina
$471K -$52.9K -1,204 -10%
PGF
238
Plan Group Financial
Oklahoma
$469K +$466K +10,600 New
CPIG
239
Chicago Partners Investment Group
Illinois
$467K +$3.38K +77 +0.7%
CAS
240
Coppell Advisory Solutions
Texas
$462K -$66.1K -1,504 -12%
HNWAG
241
High Net Worth Advisory Group
Florida
$460K +$220 +5 +0%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$457K
EGWAG
243
Elwood & Goetz Wealth Advisory Group
Georgia
$448K -$12.7K -288 -3%
SFG
244
Sovereign Financial Group
Connecticut
$446K +$1.58K +36 +0.4%
PTC
245
Private Trust Company
Ohio
$446K +$110K +2,493 +33%
IAIM
246
International Assets Investment Management
Florida
$442K +$110K +2,512 +34%
PA
247
PFG Advisors
Arizona
$440K +$26.1K +594 +6%
SAS
248
Sage Advisory Services
Texas
$438K +$14.9K +340 +4%
SNB
249
Security National Bank
Nebraska
$432K
SI
250
SimpliFi Inc
California
$430K +$4.04K +92 +1%

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.