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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
DS
251
DRW Securities
Illinois
$430K -$158K -3,592 -27%
VIP
252
Vantage Investment Partners
Missouri
$420K
CCA
253
Conservest Capital Advisors
Pennsylvania
$412K -$17.2K -392 -4%
BJL
254
Brighton Jones LLC
Washington
$408K
WIA
255
World Investment Advisors
California
$403K -$5.76K -131 -1%
DWP
256
Daymark Wealth Partners
Ohio
$403K +$400K +9,097 New
ACM
257
Altrius Capital Management
North Carolina
$401K -$27.2K -618 -6%
LFG
258
Larson Financial Group
Missouri
$400K +$967 +22 +0.2%
SPC
259
Sigma Planning Corp
Michigan
$400K +$38.8K +883 +11%
EFG
260
Erickson Financial Group
Pennsylvania
$394K +$9.8K +223 +3%
Brown Advisory
261
Brown Advisory
Maryland
$392K -$65.5K -1,491 -14%
NAM
262
NTV Asset Management
West Virginia
$389K
US Bancorp
263
US Bancorp
Minnesota
$388K -$24.7K -563 -6%
DA
264
Detalus Advisors
Missouri
$388K -$48K -1,091 -11%
SWP
265
Sagespring Wealth Partners
Tennessee
$384K -$23.5K -535 -6%
LFAS
266
Level Four Advisory Services
Texas
$384K +$2.24K +51 +0.6%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$381K +$24.1K +549 +7%
DE
268
Diversified Enterprises
Delaware
$373K +$4.53K +103 +1%
IA
269
IFC Advisors
California
$372K +$369K +8,404 New
WKWM
270
Walter & Keenan Wealth Management
Indiana
$371K
NWA
271
Navis Wealth Advisors
New York
$360K
IF
272
Intrua Financial
Texas
$355K +$352K +8,011 New
CFGW
273
Chancellor Financial Group WB
Pennsylvania
$354K +$264 +6 +0.1%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$354K +$205K +4,657 +140%
BPWM
275
Badgley Phelps Wealth Managers
Washington
$350K +$47.6K +1,082 +16%

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.