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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
251
Wayfinding Financial
Washington
$347K +$27.3K +678 +7%
AIP
252
Ahrens Investment Partners
Louisiana
$344K +$53K +1,315 +16%
DI
253
DFPG Investments
Utah
$343K +$3.26K +81 +0.9%
PWS
254
Private Wealth Strategies
Ohio
$342K +$388K +9,626 New
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$340K -$136K -3,384 -26%
JWS
256
Juncture Wealth Strategies
Arizona
$339K +$385K +9,563 New
FA
257
Flagstar Advisors
New York
$331K
NAM
258
NTV Asset Management
West Virginia
$328K +$20.2K +502 +6%
EGWAG
259
Elwood & Goetz Wealth Advisory Group
Georgia
$327K -$67.5K -1,677 -15%
SFG
260
StrategIQ Financial Group
Indiana
$326K -$67.1K -1,667 -15%
CAAS
261
Capital Asset Advisory Services
Michigan
$323K
CCM
262
Ciovacco Capital Management
Georgia
$320K +$35.2K +873 +11%
BAM
263
Belpointe Asset Management
Nevada
$315K -$487K -12,084 -58%
PWM
264
Peterson Wealth Management
Nevada
$314K +$44.5K +1,106 +14%
VBFP
265
Valtinson Bruner Financial Planning
Minnesota
$313K +$133K +3,294 +60%
PA
266
PSI Advisors
Florida
$310K -$1.45K -36 -0.4%
ECG
267
Edge Capital Group
Georgia
$310K +$352K +8,742 New
WKWM
268
Walter & Keenan Wealth Management
Indiana
$307K
GRP
269
Global Retirement Partners
California
$306K +$175K +4,335 +124%
SB
270
Strategic Blueprint
Georgia
$303K +$344K +8,531 New
AWE
271
Avidian Wealth Enterprises
Texas
$302K +$15.4K +382 +5%
TCMP
272
Thrive Capital Management (Pennsylvania)
Pennsylvania
$300K -$69.3K -1,721 -17%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$297K -$20.3K -504 -6%
WAAG
274
Wealth Alliance Advisory Group
Kansas
$296K
UWM
275
USAdvisors Wealth Management
Minnesota
$289K +$16.7K +414 +5%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.