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State Street SPDR Portfolio S&P 500 High Dividend ETF

422 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $997K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 121

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 384422 (+38)

0% less capital invested

Capital invested by funds: $3.32B → $3.31B (-$6.81M)

4.49% less ownership

Funds ownership: 47.9%43.41% (-4.5%)

Holders
422
Holders Change
+38
Holders Change %
+9.9%
% of All Funds
6.78%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.43%
New
70
Increased
171
Reduced
121
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Angeles Wealth Management
California
$15.4M +$1.12M +28,757 +8%
SPIA
27
Strategic Point Investment Advisors
Rhode Island
$15.3M +$185K +4,735 +1%
PI
28
PFS Investments
Georgia
$14.7M -$17M -433,489 -54%
SAS
29
Sage Advisory Services
Texas
$14.6M -$348K -8,908 -2%
CL
30
COWA LLC
Oklahoma
$12.1M +$1.08M +27,597 +10%
GRP
31
Global Retirement Partners
California
$11.9M +$11.5M +292,773 +3,732%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.1M +$876K +22,383 +9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$10.7M +$713K +18,239 +7%
HAFS
34
Hapanowicz & Associates Financial Services
Pennsylvania
$10.7M +$10.5M +269,372 New
RJA
35
Raymond James & Associates
Florida
$10.6M -$770K -19,694 -7%
NWM
36
NEIRG Wealth Management
Massachusetts
$10.5M +$1.22M +31,123 +13%
SMG
37
Smart Money Group
Texas
$10.3M +$1.72M +44,078 +20%
CFP
38
Curran Financial Partners
South Carolina
$10.2M +$1.07M +27,433 +12%
PWS
39
Peterson Wealth Services
Utah
$9.75M +$9.63M +246,310 New
FHB
40
First Hawaiian Bank
Hawaii
$9.46M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$9.31M +$2.52M +64,387 +38%
AllianceBernstein
42
AllianceBernstein
Tennessee
$9.02M +$8.92M +227,952 New
GI
43
Gradient Investments
Minnesota
$8.48M -$4.71M -120,354 -36%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.34M -$100K -2,558 -1%
JFG
45
Jefferies Financial Group
New York
$8.19M +$8.1M +206,986 New
JP Morgan Chase
46
JP Morgan Chase
New York
$7.49M +$5.34M +136,529 +259%
SP
47
SWS Partners
Ohio
$7.15M -$293K -7,486 -4%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$7.12M +$1.26M +32,095 +22%
KFP
49
Keystone Financial Planning
Ohio
$6.86M +$83.7K +2,141 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$6.47M +$6.07M +155,150 +1,856%

SPYD Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2022, worth a combined $3.31B — down 0.21% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SPYD positions and 21 closed out — a net gain of 49 holders — while 171 added to existing stakes and 121 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $58.7M. The largest seller was First Command Advisory Services, cutting an estimated $423M.

  • 422 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2022, up from 384 in Q3 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2022, down 0.21% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2022 and 21 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2022 was Proquility Private Wealth Partners, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2022 was First Command Advisory Services, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2022.