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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
51
Systematic Alpha Investments
New Jersey
$5.61M
PCMM
52
Piedmont Capital Management (Montana)
Montana
$5.44M +$215K +5,389 +4%
Stifel Financial
53
Stifel Financial
Missouri
$5.21M +$651K +16,294 +13%
JP Morgan Chase
54
JP Morgan Chase
New York
$5.09M -$2.21M -55,260 -29%
GCA
55
Genesee Capital Advisors
New York
$5.03M +$60.9K +1,525 +1%
Creative Planning
56
Creative Planning
Kansas
$5.01M -$51.2K -1,281 -1%
CRC
57
Curi RMB Capital
Illinois
$4.85M
EFG
58
Erickson Financial Group
Pennsylvania
$4.72M +$143K +3,590 +3%
1WM
59
1900 Wealth Management
Texas
$4.52M +$200K +4,998 +4%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$4.33M -$4.85M -121,266 -52%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.26M -$834K -20,883 -16%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$4.24M +$833K +20,834 +23%
Mariner
63
Mariner
Kansas
$4.14M +$2.22M +55,560 +104%
Wealthfront Advisers
64
Wealthfront Advisers
California
$4.1M +$157K +3,938 +4%
RFN
65
RDA Financial Network
Iowa
$4.09M -$198K -4,958 -4%
FPB
66
First PREMIER Bank
South Dakota
$3.99M +$19.7K +492 +0.5%
XF
67
XML Financial
Maryland
$3.9M +$513K +12,826 +14%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.86M +$234K +5,861 +6%
FA
69
FDx Advisors
Illinois
$3.78M
Lido Advisors
70
Lido Advisors
California
$3.6M +$805K +20,145 +27%
CA
71
Calton & Associates
Florida
$3.56M +$134K +3,349 +4%
GWP
72
Gateway Wealth Partners
Wisconsin
$3.49M -$69.8K -1,747 -2%
PAS
73
Park Avenue Securities
New York
$3.48M +$309K +7,736 +9%
SPW
74
Sonoma Private Wealth
California
$3.45M +$78.3K +1,960 +2%
CAN
75
Cetera Advisor Networks
California
$3.43M +$127K +3,183 +4%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.