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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
451
Root Financial Partners
California
$51 +$44 +1 New
AFG
452
Albion Financial Group
Utah
$44 -$16.5K -376 -100%
PWM
453
Peterson Wealth Management
Nevada
-$5.14M -121,023 Closed
FF
454
Farrow Financial
Vermont
-$3.24M -76,278 Closed
SW
455
SteelPeak Wealth
California
-$2.18M -51,325 Closed
ZI
456
ZEGA Investments
Florida
-$1.43M -33,605 Closed
FIM
457
Freedom Investment Management
Connecticut
-$1.4M -33,036 Closed
OFS
458
OneAscent Financial Services
Alabama
-$724K -16,790 Closed
BFS
459
Bradley Foster & Sargent
Connecticut
-$479K -11,277 Closed
DWP
460
Daymark Wealth Partners
Ohio
-$436K -10,262 Closed
YIH
461
Y-Intercept (HK)
Hong Kong
-$430K -10,130 Closed
LWL
462
Leo Wealth LLC
Texas
-$429K -10,113 Closed
ACM
463
Altrius Capital Management
North Carolina
-$391K -9,215 Closed
OAS
464
Optivise Advisory Services
Tennessee
-$306K -7,220 Closed
SFM
465
Signet Financial Management
New Jersey
-$303K -7,150 Closed
Tudor Investment Corp
466
Tudor Investment Corp
Connecticut
-$257K -6,052 Closed
HIP
467
HUB Investment Partners
Texas
-$239K -5,622 Closed
AWM
468
Alterna Wealth Management
Texas
-$234K -5,525 Closed
PFA
469
Portland Financial Advisors
New York
-$233K -5,494 Closed
SXL
470
Summit X LLC
Missouri
-$223K -5,251 Closed
DWM
471
Diversify Wealth Management
Utah
-$221K -5,096 Closed
MA
472
MJP Associates
Connecticut
-$204K -4,812 Closed
AAP
473
Arax Advisory Partners
Colorado
-$193K -4,558 Closed
WTFG
474
Wood Tarver Financial Group
Idaho
-$78K -1,841 Closed
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
-$73K -1,720 Closed

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.