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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$282K
MG
302
Marex Group
$279K
DAS
303
Dynamic Advisor Solutions
Arizona
$278K +$276K +6,279 New
SXL
304
Summit X LLC
Missouri
$278K +$34.5K +786 +14%
AWM
305
AllSquare Wealth Management
New York
$274K
VCM
306
Virtue Capital Management
Tennessee
$268K +$266K +6,055 New
CBT
307
Crews Bank & Trust
Florida
$265K +$14.3K +325 +6%
CF
308
Centaurus Financial
California
$265K +$27.4K +623 +12%
EWM
309
Evercore Wealth Management
New York
$264K
AL
310
ACAS LLC
California
$260K
MWAM
311
Manhattan West Asset Management
California
$257K +$879 +20 +0.3%
WA
312
WBH Advisory
Maryland
$255K
AIP
313
Ameritas Investment Partners
Nebraska
$253K -$1.98K -45 -0.8%
SFFS
314
Stonehage Fleming Financial Services
Jersey
$252K
TSS
315
Two Sigma Securities
New York
$252K -$205K -4,663 -45%
AF
316
Apollon Financial
South Carolina
$251K +$44K +1,000 +21%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$249K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$246K +$12.2K +277 +5%
CSP
319
Cary Street Partners
Virginia
$244K
GWSG
320
GPS Wealth Strategies Group
Colorado
$243K +$7.47K +170 +3%
CPRC
321
Consolidated Portfolio Review Corp
New York
$241K +$239K +5,437 New
AWM
322
Alterna Wealth Management
Texas
$239K
CWM
323
Cornerstone Wealth Management
Missouri
$235K +$571 +13 +0.2%
BAM
324
Belpointe Asset Management
Nevada
$232K +$231K +5,249 New
GL
325
Graypoint LLC
New York
$231K

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.