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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
426
Cape Investment Advisory
Georgia
$10.8K
NFSG
427
Newbridge Financial Services Group
Florida
$10.6K -$6.81K -155 -39%
RMP
428
Richards, Merrill & Peterson
Washington
$9.74K
SMA
429
Sage Mountain Advisors
Georgia
$9.56K
FRA
430
Front Row Advisors
California
$8.85K
GI
431
GAMMA Investing
California
$8.85K
KFI
432
Key Financial Inc
Pennsylvania
$8.85K
VWA
433
VSM Wealth Advisory
Maryland
$8.85K
ME
434
McIlrath & Eck
Washington
$8.63K
SRCM
435
Signature Resources Capital Management
California
$8.63K
SWIM
436
Smallwood Wealth Investment Management
New Jersey
$8.32K +$8.26K +188 New
LCM
437
Logan Capital Management
Pennsylvania
$8.02K
DIP
438
DT Investment Partners
Pennsylvania
$6.06K +$6.02K +137 New
TRCT
439
Tower Research Capital (TRC)
New York
$5.8K +$5.36K +122 +1,356%
MSG
440
Main Street Group
Virginia
$5.13K +$44 +1 +0.9%
CWC
441
Carolinas Wealth Consulting
North Carolina
$4.83K +$4.79K +109 New
FAM
442
Flaharty Asset Management
Florida
$4.56K +$4.53K +103 New
CAM
443
Costello Asset Management
Pennsylvania
$4.43K +$4.4K +100 New
CWM
444
Centricity Wealth Management
Ohio
$3.54K +$1.32K +30 +60%
CA
445
Clearstead Advisors
Ohio
$2.96K +$2.51K +57 +570%
RIA
446
Realta Investment Advisors
Delaware
$2.4K +$1.89K +43 +391%
HFS
447
Hantz Financial Services
Michigan
$2K +$44 +1 +2%
FFL
448
Financial Freedom LLC
Ohio
$1.88K
ADL
449
Asset Dedication LLC
California
$1.81K +$1.8K +41 New
HWA
450
HHM Wealth Advisors
Tennessee
$1.77K

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.