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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
326
Centaurus Financial
California
$232K +$907 +20 +0.4%
OIA
327
Optimum Investment Advisors
Illinois
$231K
GWSG
328
GPS Wealth Strategies Group
Colorado
$230K +$82.9K +1,827 +52%
CWM
329
Cornerstone Wealth Management
Missouri
$229K -$17.6K -389 -7%
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$229K +$45 +1 +0%
MWM
331
MFG Wealth Management
Indiana
$227K +$238K +5,244 New
GL
332
Graypoint LLC
New York
$225K
PIA
333
Perennial Investment Advisors
California
$224K +$862 +19 +0.4%
BRWA
334
B. Riley Wealth Advisors
Florida
$222K -$561K -12,369 -71%
BMWM
335
Brown Miller Wealth Management
Virginia
$220K
CFS
336
Coordinated Financial Services
Colorado
$215K +$225K +4,966 New
NP
337
Nilsine Partners
Colorado
$212K
AIA
338
AssuredPartners Investment Advisors
Florida
$211K +$222K +4,889 New
RPCONE
339
Retirement Planning Company of New England
Rhode Island
$211K +$2K +44 +0.9%
FGA
340
Fortis Group Advisors
New Jersey
$210K -$25.4K -560 -10%
HGERS
341
Householder Group Estate & Retirement Specialist
Arizona
$208K -$499K -11,010 -70%
AWM
342
Accel Wealth Management
Iowa
$206K +$1.09K +24 +0.5%
Northern Trust
343
Northern Trust
Illinois
$206K +$216K +4,758 New
NRI
344
NFP Retirement Inc
California
$205K +$2.72K +60 +1%
MOS
345
MGO One Seven
Ohio
$205K +$215K +4,732 New
MWM
346
Mascagni Wealth Management
Mississippi
$203K +$208K +4,595 New
ARC
347
Advisor Resource Council
Texas
$203K +$213K +4,690 New
AF
348
Apollon Financial
South Carolina
$202K +$212K +4,679 New
OC
349
Oppenheimer & Co
New York
$202K +$212K +4,667 New
CWM
350
Collaborative Wealth Management
Florida
$200K -$1.45K -32 -0.7%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.