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State Street SPDR Portfolio S&P 500 High Dividend ETF

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: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
Ballast Advisors
Minnesota
$453
NMM
402
Naples Money Management
Florida
$444
HGA
403
Hobbs Group Advisors
South Carolina
$443 +$441 +11 New
AWM
404
Abound Wealth Management
Tennessee
$407
CA
405
Clearstead Advisors
Ohio
$403 +$401 +10 New
FFA
406
Founders Financial Alliance
North Carolina
$306
HCP
407
Hexagon Capital Partners
Arkansas
$242 -$6.22K -155 -96%
TAM
408
Tucker Asset Management
Colorado
$241
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$80 -$1.8M -44,931 -100%
CWP
410
Concord Wealth Partners
Virginia
$80
HNB
411
Huntington National Bank
Ohio
$80
ATPW
412
Ashton Thomas Private Wealth
Arizona
$43 +$40 +1 New
PP
413
Prudential plc
United Kingdom
-$874M -21,473,803 Closed
Citadel Advisors
414
Citadel Advisors
Florida
-$6.83M -170,176 Closed
LNC
415
Lincoln National Corp
Pennsylvania
-$1.18M -28,930 Closed
TSS
416
Two Sigma Securities
New York
-$1.1M -27,096 Closed
SWMG
417
Sard Wealth Management Group
Georgia
-$958K -23,531 Closed
EE
418
EWG Elevate
California
-$838K -20,576 Closed
DAS
419
Diversify Advisory Services
Utah
-$286K -7,086 Closed
YIH
420
Y-Intercept (HK)
Hong Kong
-$271K -6,666 Closed
CFG
421
Citizens Financial Group
Rhode Island
-$260K -6,394 Closed
RPCONE
422
Retirement Planning Company of New England
Rhode Island
-$234K -5,751 Closed
PCM
423
Parsons Capital Management
Rhode Island
-$217K -5,328 Closed
MWAM
424
Manhattan West Asset Management
California
-$212K -5,211 Closed
CFS
425
Coordinated Financial Services
Colorado
-$202K -4,958 Closed

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.