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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Axxcess Wealth Management
California
$256K +$40 +1 +0%
CAAS
277
Capital Asset Advisory Services
Michigan
$256K +$40 +1 +0%
M1FG
278
Mach-1 Financial Group
Arkansas
$253K +$2.01K +50 +0.8%
TVAMP
279
Tennessee Valley Asset Management Partners
Tennessee
$252K -$24.4K -609 -9%
WWG
280
West Wealth Group
California
$249K -$35.6K -887 -13%
EWM
281
Evercore Wealth Management
New York
$240K
PWS
282
Private Wealth Strategies
Ohio
$238K +$722 +18 +0.3%
PIN
283
Prudent Investors Network
California
$237K
KW
284
KWB Wealth
California
$237K -$29.3K -730 -11%
GRP
285
Global Retirement Partners
California
$234K -$8.3K -207 -3%
AIP
286
Ameritas Investment Partners
Nebraska
$230K +$1K +25 +0.4%
CWM
287
Cornerstone Wealth Management
Missouri
$228K -$31K -773 -12%
OIA
288
Optimum Investment Advisors
Illinois
$227K -$81.8K -2,040 -27%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$226K +$226K +5,630 New
Bank of Nova Scotia
290
Bank of Nova Scotia
Ontario, Canada
$226K
CWM
291
Collaborative Wealth Management
Florida
$226K +$225K +5,612 New
AL
292
ACAS LLC
California
$225K
CBC
293
Coombe, Bender & Co
New York
$224K +$5.98K +149 +3%
CIAS
294
Capital Investment Advisory Services
North Carolina
$224K -$9.31K -232 -4%
DAS
295
Dynamic Advisor Solutions
Arizona
$221K -$45.4K -1,131 -17%
PIAS
296
PCA Investment Advisory Services
Ohio
$220K +$3.13K +78 +1%
SXL
297
Summit X LLC
Missouri
$219K +$217K +5,401 New
AWM
298
Alterna Wealth Management
Texas
$217K
FGA
299
Fortis Group Advisors
New Jersey
$217K -$114K -2,835 -34%
TW
300
Transform Wealth
Colorado
$216K

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.