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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
KFI
426
Key Financial Inc
Pennsylvania
$8.65K
VWA
427
VSM Wealth Advisory
Maryland
$8.65K +$9.07K +200 New
SIS
428
Sound Income Strategies
Florida
$8.53K -$4.94K -109 -36%
ME
429
McIlrath & Eck
Washington
$8.43K -$4.08K -90 -32%
SRCM
430
Signature Resources Capital Management
California
$8.43K
LCM
431
Logan Capital Management
Pennsylvania
$7.8K +$8.21K +181 New
AG
432
AmeriFlex Group
Nevada
$7.76K +$7.98K +176 New
AF
433
Advisornet Financial
Minnesota
$6.7K
ICCON
434
Investment Counsel Company of Nevada
Nevada
$5.19K +$5.44K +120 New
MSG
435
Main Street Group
Virginia
$4.96K +$91 +2 +2%
IA
436
IFP Advisors
Florida
$4.32K -$27.2K -600 -86%
CWM
437
Centricity Wealth Management
Ohio
$2.16K +$2.27K +50 New
HFS
438
Hantz Financial Services
Michigan
$2K
FFL
439
Financial Freedom LLC
Ohio
$1.82K
HWA
440
HHM Wealth Advisors
Tennessee
$1.73K -$2.18K -48 -55%
KWM
441
Kiker Wealth Management
Georgia
$1.56K +$1.63K +36 New
SMAM
442
Sugar Maple Asset Management
Wisconsin
$1.3K +$1.36K +30 New
CFD
443
Creative Financial Designs
Indiana
$1.08K -$318 -7 -22%
VNA
444
Valley National Advisers
Pennsylvania
$1K
CA
445
Crewe Advisors
Utah
$855
CWP
446
Clark Wealth Partners
Illinois
$778 +$816 +18 New
TAM
447
Tucker Asset Management
Colorado
$692 +$454 +10 +167%
GIA
448
GHP Investment Advisors
Colorado
$526 +$544 +12 New
BA
449
Ballast Advisors
Minnesota
$498 +$45 +1 +9%
RIA
450
Realta Investment Advisors
Delaware
$467 -$47.3K -1,042 -99%

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.