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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
FWP
351
FAS Wealth Partners
Kansas
$18K +$2.17K +54 +12%
LFG
352
Larson Financial Group
Missouri
$17K +$13.6K +338 +233%
ACK
353
Andrew C. Karlinski
$16K
CFO
354
CVA Family Office
Colorado
$16K
TWC
355
TD Waterhouse Canada
Ontario, Canada
$14.6K -$5.64K -140 -26%
SIS
356
Sound Income Strategies
Florida
$11K
CG
357
Cutler Group
California
$10K -$63.4K -1,575 -84%
ANBT
358
American National Bank & Trust
Texas
$10K +$11.3K +281 New
AIP
359
Ameritas Investment Partners
Nebraska
$9K
FRA
360
Front Row Advisors
California
$9K
ODG
361
O'Dell Group
Ohio
$9K
EIP
362
Ellis Investment Partners
Pennsylvania
$9K +$121 +3 +1%
MHR
363
Matthew Hamilton Rosenberg
$8K
SCA
364
Stonebridge Capital Advisors
Minnesota
$8K +$121 +3 +1%
HWA
365
HHM Wealth Advisors
Tennessee
$8K +$8.86K +220 New
SWA
366
SOA Wealth Advisors
New York
$8K +$10.1K +250 New
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.02K
KFI
368
Key Financial Inc
Pennsylvania
$7K
SIC
369
Salem Investment Counselors
North Carolina
$7K +$81 +2 +1%
CA
370
Clearstead Advisors
Ohio
$6K -$70.1K -1,740 -91%
AWM
371
Ameliora Wealth Management
Switzerland
$5K +$6.72K +167 New
CIR
372
Clear Investment Research
Georgia
$4K +$4.03K +100 New
WT
373
Whittier Trust
California
$4K +$4.07K +101 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$3.54K +$463K +11,493 +15%
RG
375
Retirement Group
California
$2K -$17K -423 -87%

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.