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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
276
Optivise Advisory Services
Tennessee
$350K -$122K -2,782 -26%
AG
277
AmeriFlex Group
Nevada
$346K +$336K +7,650 +4,347%
NFG
278
Norris Financial Group
South Carolina
$343K -$38.4K -873 -10%
MSAM
279
Moloney Securities Asset Management
Missouri
$331K -$440 -10 -0.1%
JSL
280
JT Stratford LLC
Georgia
$331K
AAP
281
Arax Advisory Partners
Colorado
$327K -$4.7K -107 -1%
MWM
282
Modern Wealth Management
Kansas
$326K -$11K -251 -3%
First Trust Advisors
283
First Trust Advisors
Illinois
$324K -$91.8K -2,089 -22%
NC
284
NewSquare Capital
Pennsylvania
$324K -$91.8K -2,089 -22%
MCC
285
Money Concepts Capital
Florida
$322K +$320K +7,280 New
WWA
286
Wealth Watch Advisors
Colorado
$322K +$31K +705 +11%
GKWIM
287
Gerber Kawasaki Wealth & Investment Management
California
$316K
IHWM
288
Iron Horse Wealth Management
Iowa
$316K -$1.01K -23 -0.3%
SFM
289
Signet Financial Management
New Jersey
$315K -$56.7K -1,289 -15%
BCM
290
Brookstone Capital Management
Illinois
$312K -$1.54K -35 -0.5%
ASN
291
Advisory Services Network
Georgia
$311K -$61.3K -1,394 -17%
PFA
292
Portland Financial Advisors
New York
$304K
MWM
293
MFG Wealth Management
Indiana
$301K +$68.4K +1,555 +30%
SFP
294
Sandbox Financial Partners
Maryland
$299K
RIL
295
Rothschild Investment LLC
Illinois
$295K +$1.27K +29 +0.4%
CIAS
296
Capital Investment Advisory Services
North Carolina
$290K +$41.8K +952 +17%
BBWP
297
Beacon Bridge Wealth Partners
Pennsylvania
$287K +$13.8K +315 +5%
NB
298
Northwest Bancshares
Pennsylvania
$285K
CPL
299
CAP Partners LLC
Tennessee
$282K -$43.4K -987 -13%
CAAS
300
Capital Asset Advisory Services
Michigan
$282K

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.