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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Strategic Point Investment Advisors
Rhode Island
$15.2M +$16.4M +381,151 New
SAS
27
Sage Advisory Services
Texas
$14.3M -$990K -23,029 -6%
AWM
28
Angeles Wealth Management
California
$13.4M +$3.72M +86,605 +35%
Stifel Financial
29
Stifel Financial
Missouri
$13M +$6.9M +160,514 +97%
Daiwa Securities Group
30
Daiwa Securities Group
Japan
$11.6M -$1.46M -34,000 -10%
PIN
31
Prudent Investors Network
California
$11.2M +$894K +20,787 +8%
KAS
32
Kestra Advisory Services
Texas
$11M +$7.41M +172,236 +168%
Nomura Asset Management
33
Nomura Asset Management
Japan
$10.6M
CL
34
COWA LLC
Oklahoma
$10.5M +$1.21M +28,044 +12%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$10.4M +$317K +7,380 +3%
WAOI
36
Wealth Advisors of Iowa
Iowa
$10.2M
CFP
37
Curran Financial Partners
South Carolina
$9.66M +$2.89M +67,134 +38%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$9.37M +$7.71M +179,352 +323%
GI
39
Gradient Investments
Minnesota
$9.27M -$226K -5,263 -2%
FHB
40
First Hawaiian Bank
Hawaii
$9.12M +$4.64K +108 +0%
RJA
41
Raymond James & Associates
Florida
$8.9M +$660K +15,339 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.89M +$2.36M +54,841 +33%
NWM
43
NEIRG Wealth Management
Massachusetts
$8.1M +$4.34M +100,978 +99%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$6.95M +$1.89M +43,994 +34%
PAG
45
Private Advisor Group
New Jersey
$6.83M +$2.82M +65,578 +62%
OWA
46
Outlook Wealth Advisors
Texas
$6.67M +$6.05M +140,792 +533%
JG
47
Jefferies Group
New York
$6.5M +$4.36M +101,272 +164%
KFP
48
Keystone Financial Planning
Ohio
$6.39M +$73.1K +1,699 +1%
SAI
49
Systematic Alpha Investments
New Jersey
$5.89M
NA
50
NewEdge Advisors
Louisiana
$5.78M +$3.31M +77,078 +114%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.