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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
476
Vantage Financial Partners (Wisconsin)
Wisconsin
-$467K -10,790 Closed
NRC
477
New Republic Capital
North Carolina
-$449K -10,388 Closed
XF
478
XML Financial
Maryland
-$340K -7,857 Closed
CFGS
479
Concourse Financial Group Securities
Alabama
-$315K -7,217 Closed
LWL
480
Leo Wealth LLC
Texas
-$310K -7,171 Closed
TCM
481
Traynor Capital Management
Pennsylvania
-$293K -6,785 Closed
MCM
482
Mainstream Capital Management
California
-$283K -6,535 Closed
MW
483
Maia Wealth
Colorado
-$266K -5,957 Closed
TW
484
Transform Wealth
Colorado
-$233K -5,381 Closed
PIA
485
Perennial Investment Advisors
California
-$224K -5,190 Closed
AIA
486
AssuredPartners Investment Advisors
Florida
-$211K -4,889 Closed
MOS
487
MGO One Seven
Ohio
-$205K -4,732 Closed
CJ
488
Caitlin John
Michigan
-$174K -4,035 Closed
MSWM
489
Mowery & Schoenfeld Wealth Management
Illinois
-$171K -3,950 Closed
VHAM
490
Van Hulzen Asset Management
California
-$95.4K -2,206 Closed
GTAM
491
Global Trust Asset Management
Florida
-$46.1K -1,065 Closed
WWA
492
Wingate Wealth Advisors
Massachusetts
-$44.8K -1,035 Closed
PFA
493
Pathway Financial Advisers
Indiana
-$23.2K -536 Closed
Group One Trading
494
Group One Trading
Illinois
-$12.1K -280 Closed
ICCON
495
Investment Counsel Company of Nevada
Nevada
-$5.19K -120 Closed
IA
496
IFP Advisors
Florida
-$4.32K -100 Closed
KWM
497
Kiker Wealth Management
Georgia
-$1.56K -36 Closed
SMAM
498
Sugar Maple Asset Management
Wisconsin
-$1.3K -30 Closed
CFD
499
Creative Financial Designs
Indiana
-$1.08K -25 Closed
CWP
500
Clark Wealth Partners
Illinois
-$778 -18 Closed

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.