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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
CJ
351
Caitlin John
Michigan
$174K -$3.67K -81 -2%
CIR
352
Clear Investment Research
Georgia
$174K
MSWM
353
Mowery & Schoenfeld Wealth Management
Illinois
$171K
PA
354
Parallel Advisors
California
$170K -$10.1K -223 -5%
JHCP
355
Jackson Hole Capital Partners
Oklahoma
$150K
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$144K +$151K +3,332 +333,200%
ACA
357
Atlas Capital Advisors
Wyoming
$139K
VWWMG
358
Vermillion & White Wealth Management Group
Pennsylvania
$137K
FC
359
Fairscale Capital
New Hampshire
$128K
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$127K -$78.8K -1,738 -37%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$118K -$6.8K -150 -5%
TF
362
Tompkins Financial
New York
$117K
PA
363
PSI Advisors
Florida
$112K
CHC
364
City Holding Co
West Virginia
$111K +$8.21K +181 +8%
NSIM
365
North Star Investment Management
Illinois
$101K
RWM
366
Rialto Wealth Management
New York
$100K +$105K +2,314 New
VHAM
367
Van Hulzen Asset Management
California
$95.4K +$100K +2,206 New
LFASL
368
Lugano Financial Advisors SA (LFA)
Switzerland
$88.3K -$16.3K -359 -15%
FWM
369
FSA Wealth Management
Massachusetts
$87.6K +$1.13K +25 +1%
TFGT
370
TS Financial Group (TSFG)
Illinois
$86K
CA
371
CoreCap Advisors
Michigan
$84.2K -$3.41M -75,080 -97%
SS
372
Sunbelt Securities
Texas
$82.7K +$19.2K +423 +28%
PWS
373
Peterson Wealth Services
Utah
$81.2K -$2.68K -59 -3%
WTFG
374
Wood Tarver Financial Group
Idaho
$79K +$83.5K +1,841 New
WT
375
Washington Trust
Rhode Island
$76.4K +$80.1K +1,766 New

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.