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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$124K +$9K +209 +8%
TF
302
Tompkins Financial
New York
$119K -$21.5K -500 -16%
JWA
303
JFS Wealth Advisors
Pennsylvania
$110K +$108K +2,507 New
AIA
304
Armor Investment Advisors
North Carolina
$85K +$83.1K +1,930 New
CA
305
Clearstead Advisors
Ohio
$84K -$76.1K -1,766 -48%
William Blair & Company
306
William Blair & Company
Illinois
$84K
FWA
307
FSC Wealth Advisors
New York
$73K -$4.05K -94 -5%
FAG
308
Fortitude Advisory Group
Washington
$53K
BWP
309
Baldwin Wealth Partners
Massachusetts
$51K
S
310
SignatureFD
Georgia
$49K -$7.45K -173 -13%
JFGIW
311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
T2I
312
Turim 21 Investimentos
Brazil
$49K +$10.4K +242 +28%
CFD
313
Creative Financial Designs
Indiana
$47K -$9.99K -232 -18%
US Bancorp
314
US Bancorp
Minnesota
$40K +$39.3K +912 New
HA
315
Herold Advisors
New York
$39.6K +$38.8K +900 New
EI
316
Ellevest Inc
New York
$29K
GT
317
Glenmede Trust
Pennsylvania
$28K
SW
318
SVB Wealth
Massachusetts
$28K
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$25.8K +598 +1,616%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$23.9K
PMFA
321
Plante Moran Financial Advisors
Michigan
$22K -$51.7K -1,200 -71%
ZIG
322
Zullo Investment Group
Pennsylvania
$22K
FWP
323
FAS Wealth Partners
Kansas
$20K -$86 -2 -0.4%
ACK
324
Andrew C. Karlinski
$20K
TFS
325
TrustCore Financial Services
Tennessee
$19K +$18.2K +423 New

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.