We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
Mainstream Capital Management
California
$283K -$1.86K -41 -0.6%
NB
302
Northwest Bancshares
Pennsylvania
$279K
CAAS
303
Capital Asset Advisory Services
Michigan
$276K +$45 +1 +0%
AWM
304
Axxcess Wealth Management
California
$275K +$45 +1 +0%
MG
305
Marex Group
$273K +$286K +6,309 New
AL
306
ACAS LLC
California
$272K +$45.4K +1,000 +19%
AWM
307
AllSquare Wealth Management
New York
$267K +$20.6K +455 +8%
BBWP
308
Beacon Bridge Wealth Partners
Pennsylvania
$267K -$4.94K -109 -2%
MW
309
Maia Wealth
Colorado
$266K +$270K +5,957 New
EWM
310
Evercore Wealth Management
New York
$258K
WT
311
Whittier Trust
California
$253K
MWAM
312
Manhattan West Asset Management
California
$250K +$262K +5,779 New
WA
313
WBH Advisory
Maryland
$250K
AIP
314
Ameritas Investment Partners
Nebraska
$250K +$1.27K +28 +0.5%
BCI
315
Brinker Capital Investments
Pennsylvania
$249K +$261K +5,753 New
OPS
316
Orion Portfolio Solutions
Nebraska
$249K +$261K +5,753 New
KPWS
317
Kestra Private Wealth Services
Texas
$248K -$1.04M -22,967 -80%
SFFS
318
Stonehage Fleming Financial Services
Jersey
$246K +$259K +5,700 New
CBT
319
Crews Bank & Trust
Florida
$245K +$257K +5,665 New
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$243K
CIAS
321
Capital Investment Advisory Services
North Carolina
$242K +$1.09K +24 +0.4%
CSP
322
Cary Street Partners
Virginia
$238K +$250K +5,502 New
SXL
323
Summit X LLC
Missouri
$237K +$249K +5,488 New
AWM
324
Alterna Wealth Management
Texas
$233K
TW
325
Transform Wealth
Colorado
$233K

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.