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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
NECFA
351
New England Capital Financial Advisors
Connecticut
$37.4K
MG
352
Mather Group
Illinois
$37.4K +$36.8K +918 New
AWM
353
Angeles Wealth Management
California
$33.4K -$842 -21 -2%
IA
354
IFP Advisors
Florida
$33.2K -$32.1K -800 -49%
GEA
355
Glen Eagle Advisors
New Jersey
$30K -$44.1K -1,100 -60%
NS
356
NBC Securities
Alabama
$29K +$241 +6 +0.8%
WP
357
WealthShield Partners
North Carolina
$28.8K
PS
358
Principal Securities
Iowa
$26.5K -$30.8K -768 -54%
TSWM
359
Tyler-Stone Wealth Management
Ohio
$26.1K +$6.02K +150 +30%
PA
360
Pineridge Advisors
Missouri
$26.1K
GT
361
Glenmede Trust
Pennsylvania
$25.9K
NFSG
362
Newbridge Financial Services Group
Florida
$25.6K -$9.63K -240 -27%
HBW
363
Hazlett, Burt & Watson
West Virginia
$25K
AFWM
364
Abich Financial Wealth Management
Virginia
$24.1K +$24.1K +600 New
BF
365
BOK Financial
Oklahoma
$23.3K +$23.2K +579 New
OWA
366
Opal Wealth Advisors
New York
$23.1K +$23K +574 New
ACA
367
American Capital Advisory
Idaho
$22.1K -$321 -8 -1%
CPA
368
Clear Point Advisors
New York
$21.4K -$31.8K -793 -60%
CFGS
369
Concourse Financial Group Securities
Alabama
$21.3K +$802 +20 +4%
CFO
370
CVA Family Office
Colorado
$18.6K
HI
371
Hoey Investments
Pennsylvania
$16.1K
EWA
372
EverSource Wealth Advisors
Alabama
$15.1K +$4.01K +100 +40%
S
373
SignatureFD
Georgia
$14.5K +$11.8K +295 +447%
CSC
374
Caldwell Sutter Capital
California
$13.8K
PFA
375
Pathway Financial Advisers
Indiana
$12.1K +$7.7K +192 +176%

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.