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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
26
Financial Gravity Asset Management
Texas
$12M +$12M +272,682 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$11.9M +$3.59M +81,935 +43%
SP
28
SWS Partners
Ohio
$10.7M +$1.1M +25,174 +12%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$10M -$436K -9,955 -4%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$9.97M -$10.1M -229,466 -50%
CM
31
Cercano Management
Washington
$9.59M
JP Morgan Chase
32
JP Morgan Chase
New York
$9.37M -$319K -7,283 -3%
SG
33
StoneX Group
New York
$9.23M +$118K +2,689 +1%
Truist Financial
34
Truist Financial
North Carolina
$8.86M +$220K +5,025 +3%
FHB
35
First Hawaiian Bank
Hawaii
$8.59M
EF
36
Elite Financial
Idaho
$8.54M +$207K +4,710 +2%
KFP
37
Keystone Financial Planning
Ohio
$8.5M -$161K -3,672 -2%
CL
38
COWA LLC
Oklahoma
$8.49M -$17.9K -409 -0.2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$8.19M +$1.33M +30,249 +19%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$7.83M +$653K +14,887 +9%
WC
41
Waterloo Capital
Texas
$7.44M -$1.98M -45,176 -21%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.9M +$445K +10,139 +7%
SAI
43
Systematic Alpha Investments
New Jersey
$6.49M
GCA
44
Genesee Capital Advisors
New York
$6.4M -$143K -3,262 -2%
IWC
45
Integrated Wealth Concepts
Massachusetts
$6.25M -$7.94K -181 -0.1%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$6.19M +$76.4K +1,742 +1%
CGA
47
Crescent Grove Advisors
Illinois
$6.16M +$8.02K +183 +0.1%
CA
48
Calton & Associates
Florida
$5.82M +$670K +15,292 +13%
BCV
49
Banque Cantonale Vaudoise
Switzerland
$5.81M -$2.8M -63,905 -33%
CRC
50
Curi RMB Capital
Illinois
$5.62M

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.