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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
376
Global Trust Asset Management
Florida
$31.7K +$33.4K +835 New
GEA
377
Glen Eagle Advisors
New Jersey
$28.3K
LFG
378
Larson Financial Group
Missouri
$27K +$15.8K +396 +126%
EI
379
Ellevest Inc
New York
$25.4K
BTI
380
Blue Trust Inc
Georgia
$25K
GT
381
Glenmede Trust
Pennsylvania
$24.5K
FFA
382
Founders Financial Alliance
North Carolina
$19.9K -$11.6K -291 -36%
RG
383
Retirement Group
California
$18K
CFO
384
CVA Family Office
Colorado
$17.6K
CIR
385
Clear Investment Research
Georgia
$16.5K +$13.3K +333 +333%
Commonwealth Equity Services
386
Commonwealth Equity Services
Massachusetts
$15.8K +$8.17M +204,557 +97%
GWSG
387
GPS Wealth Strategies Group
Colorado
$14.4K +$15.1K +379 New
TCWA
388
Ten Capital Wealth Advisors
Washington
$13.5K +$14.2K +355 New
AWM
389
Ameliora Wealth Management
Switzerland
$13.3K
SIS
390
Sound Income Strategies
Florida
$11.9K
HCM
391
Hollencrest Capital Management
California
$11.7K +$12.3K +307 New
AIM
392
Arcadia Investment Management
Michigan
$11.4K +$12K +300 New
WB
393
Webster Bank
Connecticut
$11K +$11.6K +290 New
ANBT
394
American National Bank & Trust
Texas
$10.7K
FRA
395
Front Row Advisors
California
$10K
AIP
396
Ameritas Investment Partners
Nebraska
$9.88K -$13K -326 -56%
SWA
397
SOA Wealth Advisors
New York
$9.5K
CIA
398
Cape Investment Advisory
Georgia
$9.16K +$9.63K +241 New
MHR
399
Matthew Hamilton Rosenberg
$8.66K
BAAM
400
Baker Avenue Asset Management
California
$8.55K +$8.99K +225 New

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.