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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
251
Intercontinental Wealth Advisors
Texas
$335K +$3.44K +80 +1%
AIP
252
Ahrens Investment Partners
Louisiana
$335K +$4.3K +100 +1%
WAAG
253
Wealth Alliance Advisory Group
Kansas
$333K
CCM
254
Ciovacco Capital Management
Georgia
$325K +$351K +8,155 New
BWL
255
Bogart Wealth LLC
Virginia
$324K
AWE
256
Avidian Wealth Enterprises
Texas
$324K +$4.21K +98 +1%
MSAM
257
Moloney Securities Asset Management
Missouri
$317K
MW
258
Milestone Wealth
New York
$314K
Fidelity Investments
259
Fidelity Investments
Massachusetts
$313K -$6.97K -162 -2%
UWM
260
USAdvisors Wealth Management
Minnesota
$309K -$4.9K -114 -1%
PWM
261
Peterson Wealth Management
Nevada
$309K +$12.5K +291 +4%
ISWM
262
Independent Solutions Wealth Management
New York
$306K -$1.42K -33 -0.4%
OIA
263
OneDigital Investment Advisors
Kansas
$305K -$14.6K -339 -4%
PTC
264
Private Trust Company
Ohio
$303K +$54.8K +1,275 +20%
AWM
265
Axxcess Wealth Management
California
$299K -$195K -4,533 -38%
NWA
266
Navis Wealth Advisors
New York
$299K
VIP
267
Vantage Investment Partners
Missouri
$299K
MWM
268
Minot Wealth Management
Massachusetts
$297K
WA
269
Wambolt & Associates
Colorado
$288K -$516 -12 -0.2%
SA
270
Stewardship Advisors
Pennsylvania
$287K
PAIM
271
Punch & Associates Investment Management
Minnesota
$285K
RJT
272
Raymond James Trust
Florida
$282K
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$281K +$303K +7,041 New
JCM
274
Jacobi Capital Management
Pennsylvania
$272K -$10.3K -240 -3%
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$271K +$13.5K +315 +5%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.