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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
HWA
401
HHM Wealth Advisors
Tennessee
$8.36K
EWA
402
EverSource Wealth Advisors
Alabama
$8.28K +$4.71K +118 +118%
KFI
403
Key Financial Inc
Pennsylvania
$7.6K
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.52K
WT
405
Whittier Trust
California
$3.84K
Qube Research & Technologies (QRT)
406
Qube Research & Technologies (QRT)
United Kingdom
$3.8K -$1.84M -45,945 -100%
FGAM
407
Financial Gravity Asset Management
Texas
$3.78K +$2.34M +58,625 +144%
SMA
408
Sage Mountain Advisors
Georgia
$3.08K
HCP
409
Hexagon Capital Partners
Arkansas
$2.93K +$2.04K +51 +196%
HFS
410
Hantz Financial Services
Michigan
$2K +$40 +1 +2%
IFAM
411
Institutional & Family Asset Management
Colorado
$1.13K +$360 +9 +43%
EWM
412
Evermay Wealth Management
Virginia
$988 +$160 +4 +18%
CA
413
Crewe Advisors
Utah
$692 +$240 +6 +50%
AWM
414
Abound Wealth Management
Tennessee
$380
ME
415
McIlrath & Eck
Washington
$152 +$160 +4 New
HNB
416
Huntington National Bank
Ohio
$76
AI
417
Atria Investments
North Carolina
-$22.6M -570,658 Closed
SMG
418
Smart Money Group
Texas
-$10.3M -260,471 Closed
CPFP
419
Clear Perspectives Financial Planning
Ohio
-$3.95M -99,909 Closed
WI
420
WrapManager Inc
California
-$3.11M -78,621 Closed
WIM
421
WealthPlan Investment Management
Nebraska
-$3.05M -72,553 Closed
SSA
422
Schonfeld Strategic Advisors
New York
-$2.85M -72,107 Closed
CI
423
CX Institutional
Indiana
-$1.87M -47,247 Closed
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
-$1.31M -33,000 Closed
TSS
425
Two Sigma Securities
New York
-$1.05M -26,627 Closed

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.