State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
408 hedge funds and large institutions have $2.61B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 42 closing their positions.
462% more call options, than puts
Call options by funds: $4.83M | Put options by funds: $859K
5% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 152
10% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 42
3% less funds holding
Funds holding: 419 → 408 (-11)
2.92% less ownership
Funds ownership: 40.28% → 37.35% (-2.9%)
6% less capital invested
Capital invested by funds: $2.79B → $2.61B (-$179M)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.43M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$8.01M |
| 5 |
Citigroup
New York
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$104M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$100M |
| 3 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
-$15.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$7.15M |
SPYD Hedge Fund Activity: Q1 2024 in Review
408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2024, worth a combined $2.61B — down 6.4% from $2.79B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SPYD and 38 opened new positions — a net loss of 4 holders — while 152 trimmed existing stakes and 145 added.
The largest buyer was Ameriprise, adding an estimated $12.3M. The largest seller was Morgan Stanley, cutting an estimated $104M.
- 408 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2024, down from 419 in Q4 2023.
- Funds reported $2.61B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2024, down 6.4% quarter-over-quarter.
- 38 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2024 and 42 closed out, a net change of -4 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2024 was Ameriprise, an estimated $12.3M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2024.