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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
326
Retirement Group
California
$18K
PI
327
Parkside Investments
Illinois
$17K +$17.2K +400 New
AIP
328
Ameritas Investment Partners
Nebraska
$11K
FRA
329
Front Row Advisors
California
$11K
ODG
330
O'Dell Group
Ohio
$11K
EIP
331
Ellis Investment Partners
Pennsylvania
$11K +$172 +4 +2%
MHR
332
Matthew Hamilton Rosenberg
$10K
Optiver Holding
333
Optiver Holding
Netherlands
$10K +$9.61K +223 New
KFI
334
Key Financial Inc
Pennsylvania
$9K
VRM
335
Vectors Research Management
New York
$9K
SIC
336
Salem Investment Counselors
North Carolina
$9K +$129 +3 +2%
SCA
337
Stonebridge Capital Advisors
Minnesota
$9K +$129 +3 +1%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.7K
CWM
339
Cedar Wealth Management
California
$7K -$86 -2 -1%
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
$7K
WAS
341
Winch Advisory Services
Wisconsin
$7K +$6.42K +149 New
LFG
342
Larson Financial Group
Missouri
$6K
Citigroup
343
Citigroup
New York
$3K +$3.4K +79 New
AIC
344
Archer Investment Corporation
Indiana
$2.99K -$32K -743 -92%
BA
345
Bivin & Associates
Oklahoma
$2K +$2.15K +50 New
FGAM
346
Financial Gravity Asset Management
Texas
$1.89K -$377K -8,753 -17%
BC
347
Burleson & Co
California
$1K
HR
348
Howe & Rusling
New York
$1K
SIS
349
Sound Income Strategies
Florida
$1K
HCP
350
Hexagon Capital Partners
Arkansas
$1K +$1.08K +25 New

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.