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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$5.6M -$176K -4,098 -3%
FA
52
FDx Advisors
Illinois
$5.26M -$185K -4,299 -3%
GCA
53
Genesee Capital Advisors
New York
$5.17M -$225K -5,223 -4%
PIM
54
Parker Investment Management
California
$5.17M +$5.57M +129,526 New
Creative Planning
55
Creative Planning
Kansas
$5.12M +$3.43M +79,686 +164%
CRC
56
Curi RMB Capital
Illinois
$5.1M
LWP
57
Laurel Wealth Planning
Minnesota
$4.86M +$2.47M +57,343 +89%
GB
58
Gunma Bank
Japan
$4.59M +$4.95M +115,000 New
RFN
59
RDA Financial Network
Iowa
$4.55M +$57.5K +1,336 +1%
CBC
60
Coombe, Bender & Co
New York
$4.39M +$4.73M +109,985 New
CWMGP
61
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.26M +$133K +3,091 +3%
SEM
62
Strategic Equity Management
Arizona
$4.1M +$4.42M +102,817 New
EIA
63
Eldridge Investment Advisors
New Hampshire
$4.07M +$797K +18,527 +22%
AssetMark Inc
64
AssetMark Inc
California
$3.95M +$434K +10,088 +11%
CI
65
CX Institutional
Indiana
$3.94M +$4.24M +98,627 New
1WM
66
1900 Wealth Management
Texas
$3.92M +$1.19M +27,608 +39%
JWCA
67
J.W. Cole Advisors
Florida
$3.84M -$308K -7,160 -7%
FA
68
Faithward Advisors
Pennsylvania
$3.64M +$12.2K +284 +0.3%
CPFP
69
Clear Perspectives Financial Planning
Ohio
$3.63M +$3.91M +90,865 New
Lido Advisors
70
Lido Advisors
California
$3.53M +$879K +20,445 +30%
WP
71
WealthSource Partners
California
$3.51M +$365K +8,492 +11%
PAS
72
Park Avenue Securities
New York
$3.36M +$735K +17,090 +25%
FHA
73
Flagship Harbor Advisors
Massachusetts
$3.32M +$2.99M +69,528 +506%
XF
74
XML Financial
Maryland
$3.22M +$116K +2,689 +3%
SPIA
75
Steward Partners Investment Advisory
New York
$3.22M +$206K +4,799 +6%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.