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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
276
Lee Financial
Texas
$270K +$215 +5 +0.1%
CAG
277
Curtis Advisory Group
California
$268K
ACM
278
Advisors Capital Management
New Jersey
$266K
KWM
279
Keebeck Wealth Management
Illinois
$259K
WA
280
WBH Advisory
Maryland
$258K +$774 +18 +0.3%
CPIG
281
Chicago Partners Investment Group
Illinois
$252K +$261K +6,077 New
IP
282
Ignite Planners
California
$250K -$14.2K -330 -5%
TC
283
TownSquare Capital
Utah
$250K +$270K +6,274 New
M1FG
284
Mach-1 Financial Group
Arkansas
$249K -$430 -10 -0.2%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$244K -$12.8K -298 -5%
SFP
286
Strategic Financial Partners
Oregon
$242K -$86 -2 -0%
LNC
287
Lincoln National Corp
Pennsylvania
$239K +$42.3K +984 +20%
UCFA
288
United Capital Financial Advisors
Texas
$239K +$258K +5,992 New
HSBC Holdings
289
HSBC Holdings
United Kingdom
$239K +$258K +6,000 New
RIL
290
Rothschild Investment LLC
Illinois
$239K +$258K +6,000 New
OPA
291
Old Port Advisors
Maine
$238K +$1.72K +40 +0.7%
AWA
292
Arete Wealth Advisors
Illinois
$237K +$256K +5,949 New
TFS
293
Thoroughbred Financial Services
Tennessee
$236K +$254K +5,913 New
AWA
294
Acorn Wealth Advisors
Michigan
$231K -$6.62K -154 -3%
LWM
295
Laidlaw Wealth Management
New York
$229K
OFS
296
OneAscent Financial Services
Alabama
$227K +$244K +5,680 New
AWM
297
Accel Wealth Management
Iowa
$225K
BCP
298
Berkeley Capital Partners
Georgia
$223K +$240K +5,577 New
FC
299
Financial Consulate
Maryland
$222K
LA
300
Latitude Advisors
Florida
$221K -$432K -10,034 -64%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.