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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Collaborative Wealth Management
Florida
$213K -$41K -944 -17%
CA
327
Claro Advisors
Massachusetts
$209K +$199K +4,586 New
WIC
328
Woodmont Investment Counsel
Tennessee
$208K +$198K +4,558 New
GRP
329
Global Retirement Partners
California
$205K -$57.4K -1,322 -23%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$205K +$195K +4,494 New
PIA
331
Panoramic Investment Advisors
Colorado
$204K +$194K +4,475 New
BCP
332
Berkeley Capital Partners
Georgia
$202K +$193K +4,433 New
JSW
333
Journey Strategic Wealth
New Jersey
$202K +$192K +4,428 New
ACM
334
Advisors Capital Management
New Jersey
$201K +$191K +4,406 New
PA
335
Parallel Advisors
California
$190K -$458K -10,545 -72%
CJ
336
Caitlin John
Michigan
$188K +$19.3K +444 +12%
MRCM
337
M&R Capital Management
New Jersey
$186K +$304 +7 +0.2%
CIR
338
Clear Investment Research
Georgia
$184K +$13.1K +302 +8%
RFA
339
Register Financial Advisors
Georgia
$184K +$6.73K +155 +4%
MSWM
340
Mowery & Schoenfeld Wealth Management
Illinois
$180K
GWSG
341
GPS Wealth Strategies Group
Colorado
$159K +$7.9K +182 +6%
JHCP
342
Jackson Hole Capital Partners
Oklahoma
$158K
ACA
343
Atlas Capital Advisors
Wyoming
$146K
VWWMG
344
Vermillion & White Wealth Management Group
Pennsylvania
$145K
FC
345
Fairscale Capital
New Hampshire
$136K
TWC
346
TD Waterhouse Canada
Ontario, Canada
$131K +$18.5K +426 +17%
TF
347
Tompkins Financial
New York
$123K
PA
348
PSI Advisors
Florida
$119K
LFASL
349
Lugano Financial Advisors SA (LFA)
Switzerland
$110K -$12.5K -288 -11%
CHC
350
City Holding Co
West Virginia
$109K -$6.86K -158 -6%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.