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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
326
Financial Gravity Asset Management
Texas
$2.2K +$41.8K +1,025 +2%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$4K -98 -73%
BC
328
Barnett & Company
Tennessee
$2K
HR
329
Howe & Rusling
New York
$1K
SIS
330
Sound Income Strategies
Florida
$1K
BC
331
Burleson & Co
California
$1K +$41 +1 +4%
HF
332
HRT Financial
New York
-$4.8M -122,676 Closed
PCMM
333
Piedmont Capital Management (Montana)
Montana
-$3.75M -92,952 Closed
TFA
334
Tobias Financial Advisors
Florida
-$2.03M -51,907 Closed
TRCT
335
Tower Research Capital (TRC)
New York
-$1.79M -45,894 Closed
BCI
336
Brinker Capital Investments
Pennsylvania
-$1.2M -30,571 Closed
PWAC
337
Private Wealth Advisors (California)
California
-$461K -11,442 Closed
CPIG
338
Chicago Partners Investment Group
Illinois
-$405K -9,742 Closed
BCM
339
Bayesian Capital Management
New York
-$339K -8,660 Closed
Principal Financial Group
340
Principal Financial Group
Iowa
-$292K -7,459 Closed
QC
341
QCM Cayman
Texas
-$221K -5,653 Closed
FHA
342
First Horizon Advisors
Tennessee
-$157K -4,006 Closed
GRP
343
Global Retirement Partners
California
-$118K -3,015 Closed
SFP
344
Sterling Financial Planning
New Jersey
-$93K -2,375 Closed
HA
345
Herold Advisors
New York
-$35K -900 Closed
RCA
346
Ranch Capital Advisors
Florida
-$28K -716 Closed
BMD
347
Better Money Decisions
New Mexico
-$26K -676 Closed
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
-$21K -534 Closed
GWS
349
Glassman Wealth Services
Virginia
-$17K -439 Closed
TFS
350
TrustCore Financial Services
Tennessee
-$17K -423 Closed

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.