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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$4.55M +$3.33M +77,366 +296%
KAS
52
Kestra Advisory Services
Texas
$4.51M +$4.18M +97,130 +1,738%
NWM
53
NEIRG Wealth Management
Massachusetts
$4.49M +$2M +46,531 +84%
FA
54
Faithward Advisors
Pennsylvania
$4M +$69K +1,602 +2%
AO
55
Advisor OS
Illinois
$3.93M -$671K -15,566 -15%
AssetMark Inc
56
AssetMark Inc
California
$3.91M -$264K -6,127 -6%
EIA
57
Eldridge Investment Advisors
New Hampshire
$3.67M +$2.01M +46,575 +127%
GSIS
58
Global Strategic Investment Solutions
Arizona
$3.61M +$7.19K +167 +0.2%
WP
59
WealthSource Partners
California
$3.49M +$6.46K +150 +0.2%
FCMA
60
Foresight Capital Management Advisors
Michigan
$3.44M +$232K +5,380 +7%
XF
61
XML Financial
Maryland
$3.43M -$517 -12 -0%
WPC
62
White Pine Capital
Minnesota
$3.38M +$593K +13,771 +22%
WP
63
WealthPLAN Partners
Nebraska
$3.35M -$119K -2,757 -3%
WIM
64
WealthPlan Investment Management
Nebraska
$3.35M +$3.38M +78,483 New
SPIA
65
Steward Partners Investment Advisory
New York
$3.34M +$1.63M +37,846 +99%
CA
66
Calton & Associates
Florida
$3.31M +$967K +22,438 +42%
FPB
67
First PREMIER Bank
South Dakota
$3.23M +$266K +6,169 +9%
CWG
68
Cornerstone Wealth Group
North Carolina
$3.11M -$332K -7,704 -10%
1WM
69
1900 Wealth Management
Texas
$3.1M +$1.94M +45,103 +178%
RWA
70
Redhawk Wealth Advisors
Minnesota
$3.09M -$1.54M -35,670 -34%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$3.07M +$62.8K +1,457 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$3.01M +$645K +14,974 +28%
Lido Advisors
73
Lido Advisors
California
$2.99M +$501K +11,619 +21%
NA
74
NewEdge Advisors
Louisiana
$2.98M -$1.14M -26,548 -28%
PAS
75
Park Avenue Securities
New York
$2.95M +$2.89M +67,082 New

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.