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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
326
Balentine LLC
Georgia
$224K
M&T Bank
327
M&T Bank
New York
$222K
S
328
SignatureFD
Georgia
$221K
Fidelity Investments
329
Fidelity Investments
Massachusetts
$221K -$64K -1,602 -22%
CPC
330
Congress Park Capital
New York
$219K -$248K -6,218 -52%
OIA
331
Optimum Investment Advisors
Illinois
$219K +$40K +1,000 +21%
SFP
332
Strategic Financial Partners
Oregon
$218K -$12.6K -315 -5%
AWM
333
Accel Wealth Management
Iowa
$218K +$719 +18 +0.3%
PFA
334
Pinnacle Family Advisors
Missouri
$217K +$228K +5,700 New
KPWS
335
Kestra Private Wealth Services
Texas
$216K +$227K +5,672 New
CIAS
336
Capital Investment Advisory Services
North Carolina
$215K +$4.36K +109 +2%
William Blair & Company
337
William Blair & Company
Illinois
$212K +$33.7K +844 +18%
AWA
338
Acorn Wealth Advisors
Michigan
$209K +$959 +24 +0.4%
CPIG
339
Chicago Partners Investment Group
Illinois
$208K +$160 +4 +0.1%
LA
340
Latitude Advisors
Florida
$208K +$219K +5,478 New
SI
341
SimpliFi Inc
California
$208K +$219K +5,477 New
RPCONE
342
Retirement Planning Company of New England
Rhode Island
$208K +$218K +5,466 New
GL
343
Graypoint LLC
New York
$206K +$3.56K +89 +2%
TI
344
Trexquant Investment
Connecticut
$206K +$216K +5,415 New
AWA
345
Arete Wealth Advisors
Illinois
$204K +$215K +5,373 New
MRCM
346
M&R Capital Management
New Jersey
$202K +$9.99K +250 +5%
FCA
347
FinTrust Capital Advisors
South Carolina
$173K
FWA
348
FSC Wealth Advisors
New York
$133K +$78.5K +1,965 +128%
NSIM
349
North Star Investment Management
Illinois
$127K
LFASL
350
Lugano Financial Advisors SA (LFA)
Switzerland
$126K

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.