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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
MWA
401
Medallion Wealth Advisors
Connecticut
$34.6K +$36.3K +800 New
SIM
402
Synergy Investment Management
Florida
$33.1K +$34.7K +766 New
GEA
403
Glen Eagle Advisors
New Jersey
$32.2K
BBHC
404
Brown Brothers Harriman & Co
New York
$31K
WP
405
WealthShield Partners
North Carolina
$31K
S
406
SignatureFD
Georgia
$29K +$3.72K +82 +14%
PA
407
Pineridge Advisors
Missouri
$28.1K
ACA
408
American Capital Advisory
Idaho
$24.3K
Russell Investments Group
409
Russell Investments Group
United Kingdom
$23.7K +$20.3K +447 +447%
PFA
410
Pathway Financial Advisers
Indiana
$23.2K
CFO
411
CVA Family Office
Colorado
$20K
HI
412
Hoey Investments
Pennsylvania
$17.3K
NFSG
413
Newbridge Financial Services Group
Florida
$17.1K -$10.9K -241 -38%
CSC
414
Caldwell Sutter Capital
California
$14.8K
DRP
415
Decker Retirement Planning
Utah
$13.5K +$14.2K +312 New
VWM
416
Vermillion Wealth Management
Minnesota
$13.2K +$13.9K +306 New
AIM
417
Arcadia Investment Management
Michigan
$13K
GSWM
418
Golden State Wealth Management
California
$12.2K +$12.8K +283 New
Group One Trading
419
Group One Trading
Illinois
$12.1K +$12.7K +280 New
SWA
420
SOA Wealth Advisors
New York
$10.8K
CIA
421
Cape Investment Advisory
Georgia
$10.6K
RMP
422
Richards, Merrill & Peterson
Washington
$9.51K +$9.98K +220 New
SMA
423
Sage Mountain Advisors
Georgia
$9.34K
FRA
424
Front Row Advisors
California
$8.65K
GI
425
GAMMA Investing
California
$8.65K

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.