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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
Jane Street
426
Jane Street
New York
-$1.04M -26,350 Closed
GM
427
GeoWealth Management
Illinois
-$1.04M -26,193 Closed
SG
428
StoneX Group
New York
-$831K -20,986 Closed
FFG
429
Ford Financial Group
California
-$652K -16,483 Closed
SFS
430
Sowell Financial Services
Arkansas
-$543K -13,730 Closed
MCP
431
Mirador Capital Partners
California
-$459K -11,591 Closed
Renaissance Technologies
432
Renaissance Technologies
New York
-$420K -10,600 Closed
WF
433
Wayfinding Financial
Washington
-$413K -9,826 Closed
WWG
434
West Wealth Group
California
-$333K -8,420 Closed
SFA
435
Sequoia Financial Advisors
Ohio
-$266K -6,729 Closed
ACM
436
Advisors Capital Management
New Jersey
-$262K -6,628 Closed
AWM
437
Aprio Wealth Management
Georgia
-$258K -6,510 Closed
TFA
438
TPG Financial Advisors
Oregon
-$248K -6,262 Closed
SB
439
Strategic Blueprint
Georgia
-$235K -5,931 Closed
OPA
440
Old Port Advisors
Maine
-$222K -5,616 Closed
FTUS
441
Flow Traders U.S.
New York
-$209K -5,289 Closed
Belvedere Trading
442
Belvedere Trading
Illinois
-$159K -3,979 Closed
HT
443
Headlands Technologies
Illinois
-$139K -3,523 Closed
VFA
444
Values First Advisors
Tennessee
-$127K -3,211 Closed
RBC
445
Romano Brothers & Co
Illinois
-$99K -2,500 Closed
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
-$63K -1,600 Closed
TFA
447
Transamerica Financial Advisors
Florida
-$62K -1,559 Closed
AWM
448
Activest Wealth Management
Florida
-$48.9K -1,235 Closed
CS
449
Credit Suisse
Switzerland
-$28.9K -731 Closed
FA
450
Fiduciary Alliance
South Carolina
-$25.1K -635 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.