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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
276
Milestone Wealth
New York
$279K
FEG
277
Financial Enhancement Group
Indiana
$275K -$26.9K -668 -8%
VIP
278
Vantage Investment Partners
Missouri
$274K +$9.06K +225 +3%
MSAM
279
Moloney Securities Asset Management
Missouri
$272K -$11.8K -293 -4%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$270K +$59.6K +1,481 +24%
NFSG
281
Newbridge Financial Services Group
Florida
$269K -$84.3K -2,094 -22%
ACM
282
Advisors Capital Management
New Jersey
$268K -$1.69K -42 -0.6%
NWA
283
Navis Wealth Advisors
New York
$266K
PAIM
284
Punch & Associates Investment Management
Minnesota
$253K
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$250K
LF
286
Lee Financial
Texas
$249K +$10.8K +267 +4%
NRI
287
NFP Retirement Inc
California
$247K -$97.5K -2,421 -26%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$245K +$4.67K +116 +2%
Nomura Asset Management
289
Nomura Asset Management
Japan
$245K
RIL
290
Rothschild Investment LLC
Illinois
$231K +$20.4K +506 +8%
AWM
291
Aprio Wealth Management
Georgia
$231K +$262K +6,510 New
WA
292
WBH Advisory
Maryland
$230K +$846 +21 +0.3%
IP
293
Ignite Planners
California
$228K
BL
294
Balentine LLC
Georgia
$227K +$258K +6,398 New
Fidelity Investments
295
Fidelity Investments
Massachusetts
$224K -$60.7K -1,508 -19%
IWM
296
IHT Wealth Management
Illinois
$224K +$254K +6,304 New
OPA
297
Old Port Advisors
Maine
$222K -$1.57K -39 -0.7%
M1FG
298
Mach-1 Financial Group
Arkansas
$221K
GLA
299
Good Life Advisors
Pennsylvania
$218K +$247K +6,136 New
LNC
300
Lincoln National Corp
Pennsylvania
$217K +$5.44K +135 +2%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.