We are live on ! Find out more
SPYD icon

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
NSIM
351
North Star Investment Management
Illinois
$107K
FWM
352
FSA Wealth Management
Massachusetts
$91.3K +$86.9K +2,001 New
TFGT
353
TS Financial Group (TSFG)
Illinois
$91K
PWS
354
Peterson Wealth Services
Utah
$88.4K +$84.1K +1,936 New
CAL
355
Capital Analysts LLC
Pennsylvania
$88K +$23K +530 +38%
HIA
356
Harbor Investment Advisory
Maryland
$78K -$21.7K -500 -23%
PCMC
357
Planning Capital Management Corporation
Pennsylvania
$72.4K -$4.65K -107 -6%
HR
358
Howe & Rusling
New York
$71.4K -$43.2K -995 -39%
AIM
359
Anchor Investment Management
South Carolina
$68.5K
SS
360
Sunbelt Securities
Texas
$68.4K +$130 +3 +0.2%
GTAM
361
Global Trust Asset Management
Florida
$67.8K
FFWM
362
Future Financial Wealth Management
Ohio
$67.6K +$64.3K +1,480 New
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$65.5K +$62.3K +1,435 New
BlackRock
364
BlackRock
New York
$62.4K -$81.5K -1,877 -58%
CT
365
Clearstead Trust
Maine
$61K
CFGS
366
Concourse Financial Group Securities
Alabama
$60.8K +$34.9K +803 +152%
BWP
367
Baldwin Wealth Partners
Massachusetts
$58.8K
NFA
368
Northwest Financial Advisors
Virginia
$57.1K +$54.3K +1,250 New
TAM
369
Townsend Asset Management
North Carolina
$53.5K +$521 +12 +1%
TCOV
370
Trust Company of Vermont
Vermont
$53K
WCM
371
Westend Capital Management
California
$52.8K
RIA
372
Realta Investment Advisors
Delaware
$47.9K -$286K -6,597 -86%
CIAS
373
CBIZ Investment Advisory Services
Ohio
$46.1K +$43.8K +1,009 New
NECFA
374
New England Capital Financial Advisors
Connecticut
$42.5K
NB
375
NBT Bank
New York
$40.2K +$38.2K +880 New

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.