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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
276
Lincoln National Corp
Pennsylvania
$220K +$215K +4,996 New
1IA
277
1834 Investment Advisors
Wisconsin
$219K -$22.6K -525 -10%
FI
278
Financial Insights
Washington
$218K +$213K +4,950 New
KPWS
279
Kestra Private Wealth Services
Texas
$217K +$212K +4,928 New
AL
280
ACAS LLC
California
$215K +$5.38K +125 +3%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$215K +$160K +3,721 +335%
MRCM
282
M&R Capital Management
New Jersey
$214K +$55.4K +1,287 +36%
SWM
283
Spire Wealth Management
Virginia
$213K +$862 +20 +0.4%
SL
284
SWMG LLC
Texas
$211K +$207K +4,806 New
C
285
CEDRUS
Colorado
$211K
OIA
286
Optimum Investment Advisors
Illinois
$209K +$129 +3 +0.1%
HGERS
287
Householder Group Estate & Retirement Specialist
Arizona
$201K +$197K +4,572 New
EWA
288
EP Wealth Advisors
California
$198K +$194K +4,511 New
CIAS
289
Capital Investment Advisory Services
North Carolina
$185K
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$164K -$34.5K -801 -18%
FFWM
291
Future Financial Wealth Management
Ohio
$153K
BlackRock
292
BlackRock
New York
$150K +$603 +14 +0.4%
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
$149K +$119K +2,752 +437%
LFASL
294
Lugano Financial Advisors SA (LFA)
Switzerland
$147K
NSIM
295
North Star Investment Management
Illinois
$147K +$21.5K +500 +18%
GRP
296
Global Retirement Partners
California
$147K +$145K +3,372 New
ACA
297
Atlas Capital Advisors
Wyoming
$141K
CHC
298
City Holding Co
West Virginia
$138K
Simplex Trading
299
Simplex Trading
Illinois
$132K +$126K +2,929 +3,529%
TIM
300
Tevis Investment Management
Texas
$126K +$124K +2,871 New

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.