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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
301
Fortis Group Advisors
New Jersey
$247K +$912 +21 +0.4%
AWM
302
Alterna Wealth Management
Texas
$246K
TW
303
Transform Wealth
Colorado
$246K
CF
304
Centaurus Financial
California
$244K +$651 +15 +0.3%
OIA
305
Optimum Investment Advisors
Illinois
$244K -$13K -300 -5%
AL
306
ACAS LLC
California
$238K
GL
307
Graypoint LLC
New York
$238K
TVAMP
308
Tennessee Valley Asset Management Partners
Tennessee
$238K -$45.8K -1,054 -17%
LFG
309
Larson Financial Group
Missouri
$237K -$1.91K -44 -0.8%
PIA
310
Perennial Investment Advisors
California
$236K -$6.51K -150 -3%
PIAS
311
PCA Investment Advisory Services
Ohio
$236K -$13.5K -310 -6%
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$236K -$14.7K -338 -6%
BMWM
313
Brown Miller Wealth Management
Virginia
$232K +$221K +5,084 New
BIP
314
Blueprint Investment Partners
North Carolina
$232K +$221K +5,080 New
FHC
315
First Heartland Consultants
Missouri
$229K +$218K +5,015 New
LF
316
Lee Financial
Texas
$228K -$1.56K -36 -0.7%
NP
317
Nilsine Partners
Colorado
$224K +$213K +4,902 New
RPCONE
318
Retirement Planning Company of New England
Rhode Island
$221K +$210K +4,836 New
APW
319
Aurora Private Wealth
New Jersey
$217K +$206K +4,744 New
AWM
320
Accel Wealth Management
Iowa
$217K +$206K +4,750 New
IC
321
Inscription Capital
Texas
$215K +$204K +4,701 New
NRI
322
NFP Retirement Inc
California
$214K +$204K +4,692 New
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$214K -$123K -2,832 -38%
C
324
CEDRUS
Colorado
$214K +$203K +4,680 New
YIH
325
Y-Intercept (HK)
Hong Kong
$213K +$203K +4,672 New

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.