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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
301
Centaurus Financial
California
$215K -$1.32K -33 -0.6%
PIA
302
Perennial Investment Advisors
California
$214K +$7.26K +181 +4%
LFG
303
Larson Financial Group
Missouri
$211K +$201K +5,023 +2,358%
GL
304
Graypoint LLC
New York
$210K
HAFS
305
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$11.8M -294,639 -98%
IF
306
Intrua Financial
Texas
$205K +$1.24K +31 +0.6%
ACM
307
AlphaStar Capital Management
North Carolina
$204K +$203K +5,064 New
LF
308
Lee Financial
Texas
$203K -$52.3K -1,305 -21%
SB
309
Strategic Blueprint
Georgia
$200K -$40.8K -1,018 -17%
IAIM
310
International Assets Investment Management
Florida
$180K +$179K +4,474 New
TFF
311
The Family Firm
Maryland
$173K +$172K +4,291 New
MRCM
312
M&R Capital Management
New Jersey
$164K +$40 +1 +0%
MSWM
313
Mowery & Schoenfeld Wealth Management
Illinois
$159K
RFA
314
Register Financial Advisors
Georgia
$156K +$79.9K +1,993 +106%
CIR
315
Clear Investment Research
Georgia
$150K +$48.2K +1,202 +48%
CJ
316
Caitlin John
Michigan
$148K +$147K +3,672 New
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$139K
GWSG
318
GPS Wealth Strategies Group
Colorado
$133K +$3.21K +80 +2%
BlackRock
319
BlackRock
New York
$130K -$5.66K -141 -4%
ACA
320
Atlas Capital Advisors
Wyoming
$129K
VWWMG
321
Vermillion & White Wealth Management Group
Pennsylvania
$128K
FC
322
Fairscale Capital
New Hampshire
$126K +$119K +2,969 New
TWP
323
Triad Wealth Partners
Kansas
$123K +$122K +3,045 New
Jones Financial Companies
324
Jones Financial Companies
Missouri
$116K +$116K +2,880 New
TF
325
Tompkins Financial
New York
$109K

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.