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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
276
Deutsche Bank
Germany
$111K
BAM
277
Belpointe Asset Management
Nevada
$110K -$6.77K -166 -6%
VFA
278
Values First Advisors
Tennessee
$96K +$93.1K +2,283 New
William Blair & Company
279
William Blair & Company
Illinois
$80K +$12.7K +311 +19%
FWA
280
FSC Wealth Advisors
New York
$74K +$71.7K +1,758 New
PMFA
281
Plante Moran Financial Advisors
Michigan
$71K
FPWM
282
FSB Premier Wealth Management
Iowa
$71K +$69.7K +1,708 New
RPCONE
283
Retirement Planning Company of New England
Rhode Island
$69K +$67.4K +1,653 New
CFA
284
Carroll Financial Associates
North Carolina
$62K
CFD
285
Creative Financial Designs
Indiana
$55K -$29.1K -712 -35%
S
286
SignatureFD
Georgia
$54K -$1.26K -31 -2%
FAG
287
Fortitude Advisory Group
Washington
$51K +$49.2K +1,206 New
BWP
288
Baldwin Wealth Partners
Massachusetts
$49K
TCOV
289
Trust Company of Vermont
Vermont
$49K +$47.3K +1,160 New
NFG
290
Next Financial Group
Texas
$48K +$1.22K +30 +3%
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$47K -$50K -1,225 -52%
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K
T2I
293
Turim 21 Investimentos
Brazil
$36K
AIC
294
Archer Investment Corporation
Indiana
$34.1K +$33.1K +811 New
EI
295
Ellevest Inc
New York
$28K
GT
296
Glenmede Trust
Pennsylvania
$27K
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$26.5K -$31.4K -770 -55%
SW
298
SVB Wealth
Massachusetts
$26K
TWC
299
TD Waterhouse Canada
Ontario, Canada
$23.3K +$22K +540 New
ZIG
300
Zullo Investment Group
Pennsylvania
$21K +$20.4K +500 New

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.