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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
401
Jaffetilchin Investment Partners
Florida
$13.7K +$13K +300 New
ME
402
McIlrath & Eck
Washington
$13K
SWA
403
SOA Wealth Advisors
New York
$11.4K
CIA
404
Cape Investment Advisory
Georgia
$11.2K
MG
405
Mather Group
Illinois
$10.3K -$30.1K -693 -75%
CWM
406
Cedar Wealth Management
California
$10.3K
SMA
407
Sage Mountain Advisors
Georgia
$9.86K
FRA
408
Front Row Advisors
California
$9.13K
KFI
409
Key Financial Inc
Pennsylvania
$9.13K
GI
410
GAMMA Investing
California
$9.13K +$8.69K +200 New
SRCM
411
Signature Resources Capital Management
California
$8.9K
AF
412
Advisornet Financial
Minnesota
$7.08K
MSG
413
Main Street Group
Virginia
$5.17K
FAM
414
Flaharty Asset Management
Florida
$4.7K +$4.47K +103 New
Russell Investments Group
415
Russell Investments Group
United Kingdom
$4.57K +$4.34K +100 New
HWA
416
HHM Wealth Advisors
Tennessee
$4.02K -$1.95K -45 -34%
HFS
417
Hantz Financial Services
Michigan
$2K +$43 +1 +2%
FFL
418
Financial Freedom LLC
Ohio
$1.9K +$43 +1 +2%
CFD
419
Creative Financial Designs
Indiana
$1.46K
VNA
420
Valley National Advisers
Pennsylvania
$1K
CA
421
Crewe Advisors
Utah
$891 +$43 +1 +5%
BA
422
Ballast Advisors
Minnesota
$519
NMM
423
Naples Money Management
Florida
$512
AWM
424
Abound Wealth Management
Tennessee
$464
CA
425
Clearstead Advisors
Ohio
$457

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.