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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
326
Credit Suisse
Switzerland
$103K +$111K +2,574 New
JWA
327
JFS Wealth Advisors
Pennsylvania
$100K
HIA
328
Harbor Investment Advisory
Maryland
$95K +$102K +2,370 New
CCM
329
Covington Capital Management
California
$94K +$101K +2,343 New
AIA
330
Armor Investment Advisors
North Carolina
$77K
CA
331
Clearstead Advisors
Ohio
$76K
CG
332
Cutler Group
California
$74K -$362K -8,423 -82%
FWA
333
FSC Wealth Advisors
New York
$74K +$8.47K +197 +12%
CWM
334
Castle Wealth Management
Florida
$74K +$79.4K +1,846 New
GEA
335
Glen Eagle Advisors
New Jersey
$73.6K +$79.3K +1,845 New
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$48.3K +1,122 +177%
TFS
337
TrustCore Financial Services
Tennessee
$70K +$56.8K +1,321 +312%
TFA
338
Transamerica Financial Advisors
Florida
$64K +$68.2K +1,586 New
T2I
339
Turim 21 Investimentos
Brazil
$63K +$20.4K +474 +43%
BWP
340
Baldwin Wealth Partners
Massachusetts
$57K +$12.1K +281 +24%
SWM
341
SeaCrest Wealth Management
New York
$55K +$58.9K +1,369 New
TCOV
342
Trust Company of Vermont
Vermont
$46K +$49.9K +1,160 New
CP
343
Castleview Partners
Texas
$45.8K -$769K -17,887 -98%
S
344
SignatureFD
Georgia
$45K
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K
CFD
346
Creative Financial Designs
Indiana
$42K -$559 -13 -1%
BTI
347
Blue Trust Inc
Georgia
$39K +$38.2K +888 New
RIM
348
Rockbridge Investment Management
New York
$35.7K -$186K -4,328 -83%
US Bancorp
349
US Bancorp
Minnesota
$35K -$1.33K -31 -3%
EI
350
Ellevest Inc
New York
$27K

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.