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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$416K -$85.1K -1,875 -16%
MSFS
252
Main Street Financial Solutions
Pennsylvania
$414K -$505K -11,139 -54%
SAS
253
Sage Advisory Services
Texas
$413K +$434K +9,562 New
NC
254
Napatree Capital
Rhode Island
$412K
VIP
255
Vantage Investment Partners
Missouri
$411K +$35.2K +775 +9%
NC
256
NewSquare Capital
Pennsylvania
$407K -$69.4K -1,529 -14%
First Trust Advisors
257
First Trust Advisors
Illinois
$407K +$427K +9,406 New
Jones Financial Companies
258
Jones Financial Companies
Missouri
$405K +$168K +3,698 +65%
PA
259
PFG Advisors
Arizona
$404K +$32.2K +710 +8%
US Bancorp
260
US Bancorp
Minnesota
$404K -$20.1K -442 -5%
WIA
261
World Investment Advisors
California
$400K +$363 +8 +0.1%
SWP
262
Sagespring Wealth Partners
Tennessee
$399K +$418K +9,220 New
BJL
263
Brighton Jones LLC
Washington
$398K +$418K +9,209 New
CL
264
Choreo LLC
Illinois
$397K +$81.7K +1,800 +24%
LFG
265
Larson Financial Group
Missouri
$390K +$173K +3,823 +74%
AFG
266
Albion Financial Group
Utah
$385K +$404K +8,915 New
NAM
267
NTV Asset Management
West Virginia
$381K
EFG
268
Erickson Financial Group
Pennsylvania
$375K -$48.8K -1,076 -11%
LFAS
269
Level Four Advisory Services
Texas
$373K -$71.7K -1,581 -15%
NFG
270
Norris Financial Group
South Carolina
$373K +$10.7K +235 +3%
ASN
271
Advisory Services Network
Georgia
$364K -$16.3K -360 -4%
SFM
272
Signet Financial Management
New Jersey
$364K -$8.26K -182 -2%
WKWM
273
Walter & Keenan Wealth Management
Indiana
$362K -$2.04K -45 -0.5%
DE
274
Diversified Enterprises
Delaware
$360K +$6.67K +147 +2%
PPP
275
Private Portfolio Partners
New Jersey
$355K +$14.6K +321 +4%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.