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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
251
Comerica Securities
Michigan
$402K +$422K +10,571 New
VBFP
252
Valtinson Bruner Financial Planning
Minnesota
$400K +$1.04K +26 +0.2%
CCA
253
Conservest Capital Advisors
Pennsylvania
$392K +$4.36K +109 +1%
HFS
254
Howard Financial Services
Texas
$391K +$4.28K +107 +1%
PA
255
PSI Advisors
Florida
$391K +$62.5K +1,564 +18%
IA
256
IFP Advisors
Florida
$380K -$444K -11,117 -48%
GKWIM
257
Gerber Kawasaki Wealth & Investment Management
California
$378K +$140K +3,495 +54%
DI
258
DFPG Investments
Utah
$378K +$27.2K +680 +7%
PWS
259
Private Wealth Strategies
Ohio
$374K +$4.08K +102 +1%
AIP
260
Ahrens Investment Partners
Louisiana
$374K +$120 +3 +0%
CF
261
Centaurus Financial
California
$372K +$31.4K +787 +9%
IWM
262
IHT Wealth Management
Illinois
$368K +$60.4K +1,512 +19%
NFSG
263
Newbridge Financial Services Group
Florida
$367K +$24.8K +620 +7%
EGWAG
264
Elwood & Goetz Wealth Advisory Group
Georgia
$358K
FA
265
Flagstar Advisors
New York
$354K
NAM
266
NTV Asset Management
West Virginia
$351K +$120 +3 +0%
AWM
267
Apollon Wealth Management
South Carolina
$348K +$366K +9,169 New
FGA
268
Fortis Group Advisors
New Jersey
$343K +$360K +8,998 New
BAM
269
Belpointe Asset Management
Nevada
$342K -$62.1K -1,555 -15%
SFG
270
StrategIQ Financial Group
Indiana
$342K -$8.19K -205 -2%
AIC
271
Ayalon Insurance Company
Israel
$339K -$524K -13,108 -59%
BBPWM
272
Blue Bell Private Wealth Management
Pennsylvania
$338K -$160K -4,000 -31%
EWM
273
Evercore Wealth Management
New York
$335K -$100K -2,502 -22%
MWAM
274
Manhattan West Asset Management
California
$335K +$17.2K +431 +5%
ECG
275
Edge Capital Group
Georgia
$332K

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.