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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
CCFM
476
Clear Creek Financial Management
Washington
-$276K -6,057 Closed
GWAG
477
Garrett Wealth Advisory Group
Texas
-$261K -5,725 Closed
DAS
478
Diversify Advisory Services
Utah
-$253K -5,532 Closed
DAS
479
Dynamic Advisor Solutions
Arizona
-$251K -5,491 Closed
TVAMP
480
Tennessee Valley Asset Management Partners
Tennessee
-$238K -5,205 Closed
PIAS
481
PCA Investment Advisory Services
Ohio
-$236K -5,163 Closed
BIP
482
Blueprint Investment Partners
North Carolina
-$232K -5,080 Closed
LF
483
Lee Financial
Texas
-$228K -5,000 Closed
APW
484
Aurora Private Wealth
New Jersey
-$217K -4,744 Closed
YIH
485
Y-Intercept (HK)
Hong Kong
-$213K -4,672 Closed
CA
486
Claro Advisors
Massachusetts
-$209K -4,586 Closed
WIC
487
Woodmont Investment Counsel
Tennessee
-$208K -4,558 Closed
PIA
488
Panoramic Investment Advisors
Colorado
-$204K -4,475 Closed
BCP
489
Berkeley Capital Partners
Georgia
-$202K -4,433 Closed
JSW
490
Journey Strategic Wealth
New Jersey
-$202K -4,428 Closed
ACM
491
Advisors Capital Management
New Jersey
-$201K -4,406 Closed
RFA
492
Register Financial Advisors
Georgia
-$184K -4,027 Closed
BWP
493
Baldwin Wealth Partners
Massachusetts
-$58.8K -1,288 Closed
NFA
494
Northwest Financial Advisors
Virginia
-$57.1K -1,250 Closed
NS
495
NBC Securities
Alabama
-$33K -731 Closed
GT
496
Glenmede Trust
Pennsylvania
-$29.4K -644 Closed
CPA
497
Clear Point Advisors
New York
-$24.6K -538 Closed
CT
498
Coastline Trust
Rhode Island
-$22.6K -496 Closed
ADL
499
Asset Dedication LLC
California
-$22.1K -483 Closed
GWM
500
GSB Wealth Management
Connecticut
-$21K -461 Closed

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.