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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
26
Financial Gravity Companies
Texas
$10.4M +$708K +15,612 +7%
Wealthfront Advisers
27
Wealthfront Advisers
California
$10.4M +$809K +17,830 +8%
SP
28
SWS Partners
Ohio
$9.49M +$2.39M +52,626 +32%
CM
29
Cercano Management
Washington
$9.42M +$9.88M +217,913 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$9.22M +$9.37M +206,647 +3,190%
FHB
31
First Hawaiian Bank
Hawaii
$8.83M
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$8.61M +$113K +2,486 +1%
KFP
33
Keystone Financial Planning
Ohio
$8.4M +$114K +2,504 +1%
CL
34
COWA LLC
Oklahoma
$8.24M +$137K +3,013 +2%
Truist Financial
35
Truist Financial
North Carolina
$7.95M -$195K -4,291 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$7.51M +$202K +4,445 +3%
SG
37
StoneX Group
New York
$7.47M +$7.84M +172,743 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$6.81M +$1.68M +37,101 +31%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.64M +$447K +9,854 +7%
Osaic Holdings
40
Osaic Holdings
Arizona
$6.56M -$2M -44,109 -23%
GCA
41
Genesee Capital Advisors
New York
$6.54M +$135K +2,973 +2%
SAI
42
Systematic Alpha Investments
New Jersey
$6.38M
USCWA
43
U.S. Capital Wealth Advisors
Texas
$6.19M -$158K -3,484 -2%
BW
44
BIP Wealth
Georgia
$6.17M -$186K -4,095 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$5.63M +$298K +6,564 +5%
CGA
46
Crescent Grove Advisors
Illinois
$5.55M +$166K +3,660 +3%
CRC
47
Curi RMB Capital
Illinois
$5.52M
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.49M +$420K +9,262 +8%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5.24M +$231K +5,095 +4%
Stifel Financial
50
Stifel Financial
Missouri
$5.21M +$93.4K +2,058 +2%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.