We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
326
Lugano Financial Advisors SA (LFA)
Switzerland
$108K -$12.4K -308 -10%
PA
327
PSI Advisors
Florida
$105K
HR
328
Howe & Rusling
New York
$103K +$103K +2,560 New
TRCT
329
Tower Research Capital (TRC)
New York
$103K -$606K -15,118 -86%
CHC
330
City Holding Co
West Virginia
$103K
TWC
331
TD Waterhouse Canada
Ontario, Canada
$98.8K +$13.6K +338 +16%
NSIM
332
North Star Investment Management
Illinois
$94.3K
HIA
333
Harbor Investment Advisory
Maryland
$88.9K
US Bancorp
334
US Bancorp
Minnesota
$88.3K -$27.6K -688 -24%
TFGT
335
TS Financial Group (TSFG)
Illinois
$80K
WT
336
Whittier Trust
California
$74.1K
PCMC
337
Planning Capital Management Corporation
Pennsylvania
$68.1K +$521 +13 +0.8%
VAG
338
VisionPoint Advisory Group
Texas
$62.6K +$37.5K +936 +151%
AIM
339
Anchor Investment Management
South Carolina
$60.3K
SS
340
Sunbelt Securities
Texas
$60.2K +$120 +3 +0.2%
GTAM
341
Global Trust Asset Management
Florida
$59.7K -$7.02K -175 -11%
CAL
342
Capital Analysts LLC
Pennsylvania
$56K -$1.39M -34,714 -96%
CT
343
Clearstead Trust
Maine
$53.8K
BWP
344
Baldwin Wealth Partners
Massachusetts
$51.8K
BNP Paribas Financial Markets
345
BNP Paribas Financial Markets
France
$48.4K +$48.3K +1,204 New
TAM
346
Townsend Asset Management
North Carolina
$46.7K +$521 +13 +1%
TCOV
347
Trust Company of Vermont
Vermont
$46.7K
CA
348
CoreCap Advisors
Michigan
$46.6K -$1.16K -29 -2%
WCM
349
Westend Capital Management
California
$46.3K -$4.81K -120 -9%
RCM
350
Rain Capital Management
Oregon
$44K -$321 -8 -0.7%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.