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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$352K +$363 +8 +0.1%
NWA
277
Navis Wealth Advisors
New York
$352K
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$348K +$161K +3,558 +79%
CFGW
279
Chancellor Financial Group WB
Pennsylvania
$346K +$363K +7,996 New
XF
280
XML Financial
Maryland
$340K -$3.86K -85 -1%
MWM
281
Modern Wealth Management
Kansas
$329K +$10.2K +224 +3%
PTC
282
Private Trust Company
Ohio
$328K -$116K -2,565 -25%
AAP
283
Arax Advisory Partners
Colorado
$324K +$340K +7,495 New
MSAM
284
Moloney Securities Asset Management
Missouri
$324K -$6.8K -150 -2%
JSL
285
JT Stratford LLC
Georgia
$323K
IAIM
286
International Assets Investment Management
Florida
$322K +$339K +7,480 New
CPL
287
CAP Partners LLC
Tennessee
$318K -$81K -1,786 -20%
CFGS
288
Concourse Financial Group Securities
Alabama
$315K +$267K +5,886 +442%
LWL
289
Leo Wealth LLC
Texas
$310K -$19.9K -439 -6%
IHWM
290
Iron Horse Wealth Management
Iowa
$309K -$181 -4 -0.1%
GKWIM
291
Gerber Kawasaki Wealth & Investment Management
California
$309K -$48.7K -1,073 -13%
BCM
292
Brookstone Capital Management
Illinois
$307K +$318 +7 +0.1%
Jane Street
293
Jane Street
New York
$300K -$257K -5,676 -45%
PFA
294
Portland Financial Advisors
New York
$297K +$311K +6,859 New
BPWM
295
Badgley Phelps Wealth Managers
Washington
$295K
William Blair & Company
296
William Blair & Company
Illinois
$294K
TCM
297
Traynor Capital Management
Pennsylvania
$293K -$70.2K -1,548 -19%
SFP
298
Sandbox Financial Partners
Maryland
$292K
RIL
299
Rothschild Investment LLC
Illinois
$287K +$1.77K +39 +0.6%
WWA
300
Wealth Watch Advisors
Colorado
$284K +$298K +6,573 New

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.