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State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408 → 411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

8.99% less ownership

Funds ownership: 37.35% → 28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.9M
3
GS
GTS Securities
New York
+$9.62M
4
SFC
Strategic Financial Concepts
Texas
+$9.13M
5
DWM
Dakota Wealth Management
Florida
+$5.72M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$874M
2
AF
Allworth Financial
California
-$25M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$11.8M
4
FGAM
Financial Gravity Asset Management
Texas
-$9.12M
5
Wells Fargo
Wells Fargo
California
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
376
Arcadia Investment Management
Michigan
$12.1K – – –
ME
377
McIlrath & Eck
Washington
$11.5K – – –
CAS
378
Coppell Advisory Solutions
Texas
$10.8K +$10.8K +269 New
SWA
379
SOA Wealth Advisors
New York
$10.1K – – –
CIA
380
Cape Investment Advisory
Georgia
$9.86K +$160 +4 +2%
GI
381
Gradient Investments
Minnesota
$9.57K -$2.09K -52 -18%
CWM
382
Cedar Wealth Management
California
$9.05K +$4.01K +100 +80%
SMA
383
Sage Mountain Advisors
Georgia
$8.69K – – –
FRA
384
Front Row Advisors
California
$8.05K -$1.44K -36 -15%
KFI
385
Key Financial Inc
Pennsylvania
$8.05K – – –
SIS
386
Sound Income Strategies
Florida
$7.88K – – –
SRCM
387
Signature Resources Capital Management
California
$7.84K – – –
AF
388
Advisornet Financial
Minnesota
$6.24K – – –
HWA
389
HHM Wealth Advisors
Tennessee
$5.35K -$3.49K -87 -40%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$5.15K +$5.09K +127 +12,700%
MSG
391
Main Street Group
Virginia
$4.49K +$80 +2 +2%
LIA
392
Lynx Investment Advisory
District of Columbia
$4.22K +$4.21K +105 New
HFS
393
Hantz Financial Services
Michigan
$2K +$40 +1 +2%
CPG
394
Custom Portfolio Group
Colorado
$1.97K – – –
FFL
395
Financial Freedom LLC
Ohio
$1.65K – – –
CFD
396
Creative Financial Designs
Indiana
$1.29K -$15.8K -393 -92%
IFAM
397
Institutional & Family Asset Management
Colorado
$1.27K +$40 +1 +3%
EWM
398
Evermay Wealth Management
Virginia
$1.05K – – –
VNA
399
Valley National Advisers
Pennsylvania
$1K +$40 +1 +3%
CA
400
Crewe Advisors
Utah
$778 -$33.1K -826 -98%
14 15
16
17 18

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.