We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

455 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $518K

1.24% more ownership

Funds ownership: 29.16%30.4% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

3% more capital invested

Capital invested by funds: $2.01B → $2.08B (+$61.8M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 461455 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
455
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
40
Increased
164
Reduced
159
Closed
41
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
276
L.M. Kohn & Company
Ohio
$350K -$396K -9,429 -53%
WKWM
277
Walter & Keenan Wealth Management
Indiana
$349K -$6.3K -150 -2%
NWA
278
Navis Wealth Advisors
New York
$345K
PGF
279
Plan Group Financial
Oklahoma
$344K -$105K -2,500 -24%
BPWM
280
Badgley Phelps Wealth Managers
Washington
$336K
CFGW
281
Chancellor Financial Group WB
Pennsylvania
$323K -$16.5K -393 -5%
IAIM
282
International Assets Investment Management
Florida
$320K -$103K -2,456 -25%
MSAM
283
Moloney Securities Asset Management
Missouri
$317K
JSL
284
JT Stratford LLC
Georgia
$317K
CL
285
Choreo LLC
Illinois
$315K -$147K -3,500 -32%
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$309K -$55.1K -1,311 -15%
BWL
287
Bogart Wealth LLC
Virginia
$308K -$356K -8,473 -54%
BRWA
288
B. Riley Wealth Advisors
Florida
$307K +$304K +7,244 New
NC
289
NewSquare Capital
Pennsylvania
$307K -$3.99K -95 -1%
First Trust Advisors
290
First Trust Advisors
Illinois
$307K -$3.99K -95 -1%
OAS
291
Optivise Advisory Services
Tennessee
$306K -$29K -689 -9%
SFM
292
Signet Financial Management
New Jersey
$303K +$1.26K +30 +0.4%
NFG
293
Norris Financial Group
South Carolina
$302K -$26.9K -640 -8%
IHWM
294
Iron Horse Wealth Management
Iowa
$301K -$1.93K -46 -0.6%
WWA
295
Wealth Watch Advisors
Colorado
$300K -$8.99K -214 -3%
MWM
296
Modern Wealth Management
Kansas
$299K -$13.1K -311 -4%
MCC
297
Money Concepts Capital
Florida
$289K -$19.5K -463 -6%
IA
298
Integrity Alliance
Iowa
$288K -$354K -8,425 -55%
GKWIM
299
Gerber Kawasaki Wealth & Investment Management
California
$287K -$16.1K -383 -5%
SFP
300
Sandbox Financial Partners
Maryland
$286K

SPYD Hedge Fund Activity: Q2 2025 in Review

455 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2025, worth a combined $2.08B — up 3.1% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SPYD and 40 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 164 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $56.7M. The largest seller was Wells Fargo, cutting an estimated $9.1M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2025, down from 461 in Q1 2025.
  • Funds reported $2.08B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2025 was Auto-Owners Insurance, an estimated $56.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2025 was Wells Fargo, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.