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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
CT
376
Colonial Trust
South Carolina
$75.3K +$79.4K +1,751 New
HIA
377
Harbor Investment Advisory
Maryland
$73.9K
AIM
378
Anchor Investment Management
South Carolina
$64.9K
FFWM
379
Future Financial Wealth Management
Ohio
$64K
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$62K
CAL
381
Capital Analysts LLC
Pennsylvania
$60K -$24K -530 -28%
CT
382
Clearstead Trust
Maine
$57.8K
HR
383
Howe & Rusling
New York
$56.9K -$11.3K -249 -16%
TAM
384
Townsend Asset Management
North Carolina
$51.3K +$680 +15 +1%
TCOV
385
Trust Company of Vermont
Vermont
$50.2K
CWM
386
Copia Wealth Management
Oregon
$48.7K +$51K +1,125 New
CI
387
CX Institutional
Indiana
$46.4K +$48.6K +1,072 New
GTAM
388
Global Trust Asset Management
Florida
$46.1K -$19.1K -420 -28%
FDW
389
Fourth Dimension Wealth
Ohio
$45.4K +$47.6K +1,050 New
WWA
390
Wingate Wealth Advisors
Massachusetts
$44.8K +$46.9K +1,035 New
CIAS
391
CBIZ Investment Advisory Services
Ohio
$44.2K +$590 +13 +1%
T
392
Transce3nd
Texas
$43.2K +$45.3K +998 New
BlackRock
393
BlackRock
New York
$41.8K -$18.1K -399 -29%
BAM
394
Bellevue Asset Management
Washington
$41.6K +$43.6K +961 New
NECFA
395
New England Capital Financial Advisors
Connecticut
$40.2K
WCM
396
Westend Capital Management
California
$39.5K -$11.1K -244 -21%
NB
397
NBT Bank
New York
$38.1K
AWM
398
Angeles Wealth Management
California
$35.9K
PS
399
Principal Securities
Iowa
$35.6K +$7.44K +164 +25%
S
400
Sachetta
Massachusetts
$34.6K

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.