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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$12.6M +$3.18M +78,937 +29%
GI
27
Gradient Investments
Minnesota
$11.9M +$4.12M +102,301 +44%
RJA
28
Raymond James & Associates
Florida
$10.2M +$2.63M +65,200 +29%
PIN
29
Prudent Investors Network
California
$10M +$65.4K +1,625 +0.6%
Daiwa Securities Group
30
Daiwa Securities Group
Japan
$9.9M -$443K -11,000 -4%
CL
31
COWA LLC
Oklahoma
$9.77M +$474K +11,766 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.19M +$1.46M +36,336 +16%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$8.97M -$323K -8,022 -3%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$8.89M -$11.3M -281,020 -53%
FHB
35
First Hawaiian Bank
Hawaii
$8.48M +$425K +10,557 +5%
NWM
36
NEIRG Wealth Management
Massachusetts
$8.34M +$1.29M +31,987 +16%
CFP
37
Curran Financial Partners
South Carolina
$8.19M -$451K -11,208 -5%
SMG
38
Smart Money Group
Texas
$7.67M +$8.71M +216,393 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$7.56M +$1.57M +39,071 +22%
EH
40
Equitable Holdings
New York
$7.13M -$7.73M -191,977 -49%
Stifel Financial
41
Stifel Financial
Missouri
$7.06M -$5.14M -127,593 -39%
OWA
42
Outlook Wealth Advisors
Texas
$6.95M +$1.15M +28,672 +17%
SP
43
SWS Partners
Ohio
$6.67M +$7.58M +188,196 New
AIA
44
Angeles Investment Advisors
California
$6.26M -$281M -6,989,305 -98%
KFP
45
Keystone Financial Planning
Ohio
$6.07M +$439K +10,893 +7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$6.06M +$4.78M +118,614 +228%
JG
47
Jefferies Group
New York
$5.99M +$240K +5,969 +4%
PAG
48
Private Advisor Group
New Jersey
$5.91M -$186K -4,621 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$5.37M +$5.2M +129,089 +580%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5.25M +$307K +7,635 +5%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.