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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$285K -$8.1K -188 -3%
WA
252
WBH Advisory
Maryland
$283K +$26.1K +607 +10%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$282K +$30.8K +715 +13%
VBFP
254
Valtinson Bruner Financial Planning
Minnesota
$278K +$269K +6,246 New
PTC
255
Private Trust Company
Ohio
$278K +$272K +6,323 New
M1FG
256
Mach-1 Financial Group
Arkansas
$275K +$270K +6,258 New
IWC
257
Integrated Wealth Concepts
Massachusetts
$274K +$268K +6,232 New
IF
258
Intrua Financial
Texas
$271K +$1.55K +36 +0.6%
APW
259
Aurora Private Wealth
New Jersey
$267K -$1.51K -35 -0.6%
SFP
260
Strategic Financial Partners
Oregon
$266K +$86 +2 +0%
OPA
261
Old Port Advisors
Maine
$263K -$10.9K -253 -4%
PA
262
Parallel Advisors
California
$263K +$98.4K +2,285 +63%
AWA
263
Acorn Wealth Advisors
Michigan
$261K -$2.67K -62 -1%
PA
264
PFG Advisors
Arizona
$261K +$1.38K +32 +0.5%
SPC
265
Sigma Planning Corp
Michigan
$260K +$22.5K +523 +10%
VWM
266
Venturi Wealth Management
Texas
$254K
LWM
267
Laidlaw Wealth Management
New York
$252K
AWM
268
Accel Wealth Management
Iowa
$251K
FC
269
Financial Consulate
Maryland
$244K -$99.4K -2,308 -29%
Deutsche Bank
270
Deutsche Bank
Germany
$239K +$121K +2,805 +107%
FCA
271
FinTrust Capital Advisors
South Carolina
$231K -$514K -11,928 -69%
RIM
272
Rockbridge Investment Management
New York
$231K
MWAM
273
Manhattan West Asset Management
California
$225K +$221K +5,124 New
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$223K -$2.5K -58 -1%
PPWM
275
PFG Private Wealth Management
Florida
$223K

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.