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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
376
Archer Investment Corporation
Indiana
$1.6K -$926 -23 -34%
FGAM
377
Financial Gravity Asset Management
Texas
$1.46K -$1.63M -40,402 -50%
HCP
378
Hexagon Capital Partners
Arkansas
$1K
HR
379
Howe & Rusling
New York
$1K
PWP
380
Principle Wealth Partners
Connecticut
$668 -$27K -671 -3%
AWM
381
Abound Wealth Management
Tennessee
$355 +$403 +10 New
WAOI
382
Wealth Advisors of Iowa
Iowa
-$10.2M -231,151 Closed
PIM
383
Parker Investment Management
California
-$5.17M -129,526 Closed
SEM
384
Strategic Equity Management
Arizona
-$4.1M -102,817 Closed
ASFA
385
All Season Financial Advisors
Colorado
-$2.44M -61,074 Closed
UFF
386
USA Financial Formulas
Michigan
-$1.27M -31,814 Closed
SAM
387
Smithbridge Asset Management
Pennsylvania
-$1.03M -25,849 Closed
EF
388
Empowered Funds
Pennsylvania
-$866K -21,708 Closed
OC
389
Oppenheimer & Co
New York
-$820K -20,537 Closed
ARC
390
Advisor Resource Council
Texas
-$776K -19,442 Closed
VWM
391
Venturi Wealth Management
Texas
-$683K -17,105 Closed
Marshall Wace
392
Marshall Wace
United Kingdom
-$642K -16,100 Closed
CWM
393
Cornerstone Wealth Management
Missouri
-$564K -14,144 Closed
SPC
394
Sigma Planning Corp
Michigan
-$467K -11,701 Closed
CIA
395
Capital Investment Advisors
Georgia
-$460K -11,532 Closed
FFW
396
Fusion Family Wealth
New York
-$432K -10,825 Closed
SA
397
Stewardship Advisors
Pennsylvania
-$287K -7,194 Closed
JCM
398
Jacobi Capital Management
Pennsylvania
-$272K -6,825 Closed
CAG
399
Curtis Advisory Group
California
-$268K -6,710 Closed
KWM
400
Keebeck Wealth Management
Illinois
-$259K -6,500 Closed

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.