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State Street SPDR Portfolio S&P 500 High Dividend ETF

455 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $518K

1.24% more ownership

Funds ownership: 29.16%30.4% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

3% more capital invested

Capital invested by funds: $2.01B → $2.08B (+$61.8M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 461455 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
455
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
40
Increased
164
Reduced
159
Closed
41
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$10.1M +$2.01M +47,869 +25%
JP Morgan Chase
27
JP Morgan Chase
New York
$9.34M -$3.9M -92,832 -30%
SP
28
SWS Partners
Ohio
$9.27M +$132K +3,143 +1%
CM
29
Cercano Management
Washington
$9.25M
WC
30
Waterloo Capital
Texas
$9.09M -$789K -18,777 -8%
SG
31
StoneX Group
New York
$8.79M +$910K +21,648 +12%
KFP
32
Keystone Financial Planning
Ohio
$8.36M +$16.1K +384 +0.2%
EF
33
Elite Financial
Idaho
$8.36M +$137K +3,259 +2%
Truist Financial
34
Truist Financial
North Carolina
$8.33M +$278K +6,614 +3%
BCV
35
Banque Cantonale Vaudoise
Switzerland
$8.31M +$2.51M +59,640 +44%
FHB
36
First Hawaiian Bank
Hawaii
$8.29M
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$8.26M +$5.52M +131,411 +208%
CL
38
COWA LLC
Oklahoma
$8.21M -$90.4K -2,152 -1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$8.02M -$74.1K -1,764 -0.9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$6.92M +$979K +23,284 +17%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$6.62M +$315K +7,488 +5%
WIM
42
WealthPlan Investment Management
Nebraska
$6.34M -$878K -20,892 -12%
GCA
43
Genesee Capital Advisors
New York
$6.32M +$140K +3,341 +2%
SAI
44
Systematic Alpha Investments
New Jersey
$6.26M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.23M +$429K +10,209 +7%
IWC
46
Integrated Wealth Concepts
Massachusetts
$6.04M -$377K -8,971 -6%
CGA
47
Crescent Grove Advisors
Illinois
$5.93M +$232K +5,510 +4%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$5.89M -$37.8K -899 -0.6%
BW
49
BIP Wealth
Georgia
$5.69M -$116K -2,757 -2%
GS
50
GTS Securities
New York
$5.63M +$5.57M +132,552 New

SPYD Hedge Fund Activity: Q2 2025 in Review

455 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2025, worth a combined $2.08B — up 3.1% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SPYD and 40 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 164 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $56.7M. The largest seller was Wells Fargo, cutting an estimated $9.1M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2025, down from 461 in Q1 2025.
  • Funds reported $2.08B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2025 was Auto-Owners Insurance, an estimated $56.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2025 was Wells Fargo, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.