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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Norris Financial Group
South Carolina
$383K -$26.6K -613 -7%
TCM
252
Traynor Capital Management
Pennsylvania
$380K -$17K -392 -4%
GKWIM
253
Gerber Kawasaki Wealth & Investment Management
California
$375K +$4.08K +94 +1%
D
254
Diversified
Delaware
$374K
DE
255
Diversified Enterprises
Delaware
$374K +$355K +8,184 New
SPC
256
Sigma Planning Corp
Michigan
$372K +$217 +5 +0.1%
NWA
257
Navis Wealth Advisors
New York
$371K
XF
258
XML Financial
Maryland
$363K +$12K +276 +4%
WAAG
259
Wealth Alliance Advisory Group
Kansas
$362K
PPP
260
Private Portfolio Partners
New Jersey
$360K +$651 +15 +0.2%
JIR
261
James Investment Research
Ohio
$359K +$342K +7,865 New
ASN
262
Advisory Services Network
Georgia
$353K
MSAM
263
Moloney Securities Asset Management
Missouri
$349K +$5.86K +135 +2%
LWL
264
Leo Wealth LLC
Texas
$347K
JSL
265
JT Stratford LLC
Georgia
$341K
MWM
266
Modern Wealth Management
Kansas
$337K +$15.2K +351 +5%
CL
267
Choreo LLC
Illinois
$337K +$322K +7,418 New
IHWM
268
Iron Horse Wealth Management
Iowa
$327K -$869 -20 -0.3%
RWIA
269
Roger Wittlin Investment Advisory
California
$326K +$310K +7,146 New
VAG
270
VisionPoint Advisory Group
Texas
$325K +$242K +5,562 +357%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$325K -$3K -69 -1%
BCM
272
Brookstone Capital Management
Illinois
$323K +$4.78K +110 +2%
BPWM
273
Badgley Phelps Wealth Managers
Washington
$312K
William Blair & Company
274
William Blair & Company
Illinois
$311K
SFP
275
Sandbox Financial Partners
Maryland
$308K

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.