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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
301
Snowden Capital Advisors
New York
$21K +$21K +515 New
FWP
302
FAS Wealth Partners
Kansas
$19K +$16.3K +400 +702%
ACK
303
Andrew C. Karlinski
$19K +$18.9K +462 New
CP
304
Castleview Partners
Texas
$18.4K +$31.5M +771,659 New
RG
305
Retirement Group
California
$17K -$114K -2,788 -87%
DAM
306
Delta Asset Management
Tennessee
$17K
RFA
307
Reilly Financial Advisors
California
$14K +$41 +1 +0.3%
FRA
308
Front Row Advisors
California
$11K
ODG
309
O'Dell Group
Ohio
$11K
EIP
310
Ellis Investment Partners
Pennsylvania
$11K +$41 +1 +0.4%
AIP
311
Ameritas Investment Partners
Nebraska
$10K
MHR
312
Matthew Hamilton Rosenberg
$10K
SCA
313
Stonebridge Capital Advisors
Minnesota
$9K -$8.53K -209 -50%
VRM
314
Vectors Research Management
New York
$9K
BNP Paribas Financial Markets
315
BNP Paribas Financial Markets
France
$8.41K +$8.16K +200 New
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.33K
KFI
317
Key Financial Inc
Pennsylvania
$8K
SIC
318
Salem Investment Counselors
North Carolina
$8K +$7.88K +193 New
MCC
319
Money Concepts Capital
Florida
$8K +$8.12K +199 New
CWM
320
Cedar Wealth Management
California
$6K
LFG
321
Larson Financial Group
Missouri
$6K +$2.86K +70 +93%
MAM
322
Meeder Asset Management
Ohio
$6K +$6K +147 New
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$6K +$6.2K +152 New
EVM
324
Eaton Vance Management
Massachusetts
$4K
Simplex Trading
325
Simplex Trading
Illinois
$3K -$86.5K -2,120 -96%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.