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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
351
Woodmont Investment Counsel
Tennessee
$201K +$200K +4,558 New
CIR
352
Clear Investment Research
Georgia
$179K +$1.75K +40 +1%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$172K +$23.8K +543 +16%
BCM
354
Boreal Capital Management
Florida
$167K +$167K +3,800 New
JHCP
355
Jackson Hole Capital Partners
Oklahoma
$152K
PA
356
Parallel Advisors
California
$151K -$7.85K -179 -5%
AC
357
AlphaCore Capital
California
$138K +$12K +273 +10%
FC
358
Fairscale Capital
New Hampshire
$130K
CT
359
Colonial Trust
South Carolina
$129K +$22K +502 +21%
OIA
360
Optimum Investment Advisors
Illinois
$116K
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$111K -$18.3K -418 -14%
NSIM
362
North Star Investment Management
Illinois
$103K
RWM
363
Rialto Wealth Management
New York
$102K
SS
364
Sunbelt Securities
Texas
$101K +$16.7K +381 +20%
William Blair & Company
365
William Blair & Company
Illinois
$101K
FWM
366
FSA Wealth Management
Massachusetts
$92.1K +$1.01K +23 +1%
PWS
367
Peterson Wealth Services
Utah
$91.6K +$111K +2,523 +122%
CAL
368
Capital Analysts LLC
Pennsylvania
$90K +$13.2K +300 +17%
TFGT
369
TS Financial Group (TSFG)
Illinois
$88K
WIM
370
Westside Investment Management
California
$85.8K
HIA
371
Harbor Investment Advisory
Maryland
$75.2K
VWWMG
372
Vermillion & White Wealth Management Group
Pennsylvania
$73.7K
CHC
373
City Holding Co
West Virginia
$69.7K -$27.8K -635 -29%
AIM
374
Anchor Investment Management
South Carolina
$66K
FFWM
375
Future Financial Wealth Management
Ohio
$65.1K

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.