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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Covington Capital Management
California
$80K -$3.54K -88 -4%
HIA
327
Harbor Investment Advisory
Maryland
$62K -$24.6K -611 -26%
CWM
328
Cedar Wealth Management
California
$62K +$63.9K +1,588 +1,059%
CLOS
329
Compagnie Lombard Odier SCmA
Switzerland
$57K +$64.4K +1,600 New
TFA
330
Transamerica Financial Advisors
Florida
$56K -$523 -13 -0.8%
FWA
331
FSC Wealth Advisors
New York
$55K -$13K -322 -17%
BWP
332
Baldwin Wealth Partners
Massachusetts
$51K
SOS
333
Silver Oak Securities
Tennessee
$50.4K +$57.9K +1,438 New
AWM
334
Activest Wealth Management
Florida
$44K +$49.7K +1,235 New
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
TCOV
336
Trust Company of Vermont
Vermont
$41K
RCM
337
Rain Capital Management
Oregon
$36K +$40.6K +1,009 New
BTI
338
Blue Trust Inc
Georgia
$35K
BC
339
Burleson & Co
California
$33K +$36.8K +914 +3,152%
US Bancorp
340
US Bancorp
Minnesota
$30K -$1.05K -26 -3%
PI
341
PFS Investments
Georgia
$28.6K +$197K +4,898 +0.6%
GEA
342
Glen Eagle Advisors
New Jersey
$26.4K -$44.3K -1,100 -60%
TFS
343
TrustCore Financial Services
Tennessee
$24K -$42.7K -1,061 -61%
EI
344
Ellevest Inc
New York
$24K
MCC
345
Money Concepts Capital
Florida
$24K +$4.99K +124 +23%
GT
346
Glenmede Trust
Pennsylvania
$22K
OPW
347
Oxler Private Wealth
New York
$20K +$161 +4 +0.9%
CFD
348
Creative Financial Designs
Indiana
$20K -$20.3K -504 -48%
ZIG
349
Zullo Investment Group
Pennsylvania
$18K
PMFA
350
Plante Moran Financial Advisors
Michigan
$18K +$40 +1 +0.2%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.