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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$11.1M -$75.6K -1,756 -0.7%
AWM
27
Angeles Wealth Management
California
$11M +$10.8M +250,056 New
GI
28
Gradient Investments
Minnesota
$10.4M -$2.32M -53,784 -18%
CL
29
COWA LLC
Oklahoma
$10.3M +$1.47M +34,141 +17%
WAOI
30
Wealth Advisors of Iowa
Iowa
$10.2M +$9.96M +231,151 New
FHB
31
First Hawaiian Bank
Hawaii
$10M
JP Morgan Chase
32
JP Morgan Chase
New York
$9.44M +$6.47M +150,090 +232%
RJA
33
Raymond James & Associates
Florida
$9.12M +$3.22M +74,654 +56%
EE
34
EWG Elevate
California
$8.08M +$5.44M +126,389 +220%
CFP
35
Curran Financial Partners
South Carolina
$7.68M +$2.43M +56,389 +48%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.38M +$2.04M +47,447 +39%
Stifel Financial
37
Stifel Financial
Missouri
$7.31M +$5.55M +128,863 +345%
KFP
38
Keystone Financial Planning
Ohio
$6.97M +$6.83M +158,499 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$6.56M +$4.18M +97,108 +186%
SAI
40
Systematic Alpha Investments
New Jersey
$6.49M
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.34M +$2.4M +55,756 +63%
FA
42
FDx Advisors
Illinois
$5.99M +$5.55M +128,882 +1,767%
GCA
43
Genesee Capital Advisors
New York
$5.93M -$132K -3,068 -2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.72M -$398K -9,240 -7%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.72M +$2.06M +47,900 +58%
CRC
46
Curi RMB Capital
Illinois
$5.62M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.34M +$329K +7,635 +7%
RFN
48
RDA Financial Network
Iowa
$4.96M +$69.4K +1,610 +1%
PAG
49
Private Advisor Group
New Jersey
$4.64M +$1.17M +27,177 +35%
CWMGP
50
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.56M +$150K +3,472 +3%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.