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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
276
Rothschild Investment LLC
Illinois
$331K +$45.3K +1,134 +15%
CAAS
277
Capital Asset Advisory Services
Michigan
$329K -$18.2K -456 -5%
UCFA
278
United Capital Financial Advisors
Texas
$327K -$320 -8 -0.1%
NAS
279
Nicolet Advisory Services
Wisconsin
$327K +$440 +11 +0.1%
ACM
280
AlphaStar Capital Management
North Carolina
$325K
BSW
281
Buckingham Strategic Wealth
Missouri
$325K
WA
282
WBH Advisory
Maryland
$321K +$338K +8,451 New
WAAG
283
Wealth Alliance Advisory Group
Kansas
$317K
UWM
284
USAdvisors Wealth Management
Minnesota
$316K +$3K +75 +0.9%
GLA
285
Good Life Advisors
Pennsylvania
$314K -$160 -4 -0%
IHWM
286
Iron Horse Wealth Management
Iowa
$310K -$160 -4 -0%
TCMP
287
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K -$2.08K -52 -0.6%
PFO
288
Pathstone Family Office
New Jersey
$309K +$325K +8,141 New
VIP
289
Vantage Investment Partners
Missouri
$307K +$14.4K +360 +5%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$303K +$37K +926 +13%
PWM
291
Peterson Wealth Management
Nevada
$299K -$13.7K -342 -4%
SWA
292
Stratos Wealth Advisors
Ohio
$299K +$314K +7,862 New
MSAM
293
Moloney Securities Asset Management
Missouri
$297K +$1.48K +37 +0.5%
DWM
294
Destination Wealth Management
California
$290K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$290K +$148K +3,692 +94%
OWA
296
Outlook Wealth Advisors
Texas
$286K -$43.7K -1,094 -13%
NWA
297
Navis Wealth Advisors
New York
$285K
CWM
298
Castle Wealth Management
Florida
$280K -$1.08K -27 -0.4%
WKWM
299
Walter & Keenan Wealth Management
Indiana
$279K
Cerity Partners
300
Cerity Partners
New York
$276K -$47.6K -1,190 -14%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.