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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
301
Strategic Financial Partners
Oregon
$215K
AWM
302
Accel Wealth Management
Iowa
$214K
S
303
SignatureFD
Georgia
$206K +$189K +4,700 +419%
OFS
304
OneAscent Financial Services
Alabama
$205K +$4.03K +100 +2%
BWM
305
BerganKDV Wealth Management
Minnesota
$200K -$254K -6,306 -53%
MRCM
306
M&R Capital Management
New Jersey
$192K -$564 -14 -0.3%
William Blair & Company
307
William Blair & Company
Illinois
$177K -$1.61K -40 -0.8%
TRCT
308
Tower Research Capital (TRC)
New York
$170K +$194K +4,813 New
OIA
309
Optimum Investment Advisors
Illinois
$169K
FCA
310
FinTrust Capital Advisors
South Carolina
$163K -$11.5K -286 -6%
PTC
311
Private Trust Company
Ohio
$157K -$127K -3,163 -42%
CWM
312
Castle Wealth Management
Florida
$153K +$99.2K +2,464 +133%
CHC
313
City Holding Co
West Virginia
$150K
PNC Financial Services Group
314
PNC Financial Services Group
Pennsylvania
$140K -$28.3K -704 -15%
CIAS
315
Capital Investment Advisory Services
North Carolina
$132K -$20.1K -498 -12%
SWM
316
Spire Wealth Management
Virginia
$130K +$30.5K +758 +26%
LFASL
317
Lugano Financial Advisors SA (LFA)
Switzerland
$120K
NSIM
318
North Star Investment Management
Illinois
$118K
ACA
319
Atlas Capital Advisors
Wyoming
$114K
JWA
320
JFS Wealth Advisors
Pennsylvania
$104K +$17K +422 +17%
TIM
321
Tevis Investment Management
Texas
$101K +$9.5K +236 +9%
IHWM
322
Iron Horse Wealth Management
Iowa
$98K -$308K -7,653 -73%
TF
323
Tompkins Financial
New York
$96K
CS
324
Credit Suisse
Switzerland
$91K -$161 -4 -0.2%
BlackRock
325
BlackRock
New York
$88K -$34K -845 -25%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.