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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
E
226
EntreWealth
Texas
$510K +$5.92K +135 +1%
OC
227
Oarsman Capital
Wisconsin
$494K +$13K +297 +3%
HFS
228
Howard Financial Services
Texas
$493K +$5.44K +124 +1%
LA
229
Lifeworks Advisors
Michigan
$492K +$21.6K +492 +5%
IAN
230
Integrated Advisors Network
Texas
$491K -$45.2K -1,032 -8%
HCA
231
Heck Capital Advisors
Wisconsin
$491K -$175K -3,986 -26%
KPWS
232
Kestra Private Wealth Services
Texas
$486K +$9.69K +221 +2%
WAAG
233
Wealth Alliance Advisory Group
Kansas
$483K
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$479K +$33.8K +771 +8%
CI
235
CX Institutional
Indiana
$478K +$446K +10,177 +1,477%
CPIG
236
Chicago Partners Investment Group
Illinois
$476K -$12.6K -288 -3%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$470K +$230K +5,257 +97%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$469K +$57K +1,299 +14%
AFG
239
Atomi Financial Group
New York
$464K -$59.6K -1,359 -11%
SAS
240
Sage Advisory Services
Texas
$462K +$3.86K +88 +0.8%
EPW
241
Endeavor Private Wealth
Kansas
$462K +$460K +10,500 New
SFG
242
Sovereign Financial Group
Connecticut
$456K +$11K +251 +2%
PTC
243
Private Trust Company
Ohio
$455K
GRP
244
Global Retirement Partners
California
$454K -$13.8K -314 -3%
AAS
245
Ameritas Advisory Services
Nebraska
$452K -$35.2K -803 -7%
WJA
246
Willis Johnson & Associates
Texas
$448K -$89.8K -2,049 -17%
EGA
247
Eagle Global Advisors
Texas
$448K +$4.17K +95 +0.9%
HF
248
HRT Financial
New York
$448K +$447K +10,184 New
IA
249
IFC Advisors
California
$440K -$23.1K -527 -5%
SI
250
SimpliFi Inc
California
$437K +$4.82K +110 +1%

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.