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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
51
Venture Visionary Partners
Ohio
$4.94M +$494K +11,381 +12%
PAG
52
Private Advisor Group
New Jersey
$4.78M -$126K -2,906 -3%
Corient Private Wealth
53
Corient Private Wealth
Florida
$4.76M -$1.56M -35,997 -26%
CA
54
CGN Advisors
Kansas
$4.42M +$391K +9,013 +10%
Citigroup
55
Citigroup
New York
$4.16M +$2.41M +55,557 +156%
MML Investors Services
56
MML Investors Services
Massachusetts
$4.12M -$82.8K -1,907 -2%
NA
57
NewEdge Advisors
Louisiana
$3.89M +$87.9K +2,025 +2%
WWM
58
Western Wealth Management
Colorado
$3.84M +$1.78M +41,025 +95%
MFIM
59
Mesirow Financial Investment Management
Illinois
$3.75M +$856K +19,704 +32%
AWM
60
AE Wealth Management
Kansas
$3.73M +$119K +2,729 +3%
NAM
61
NorthCrest Asset Manangement
Minnesota
$3.68M +$244K +5,621 +7%
IWN
62
Independent Wealth Network
Iowa
$3.65M -$106K -2,451 -3%
BCV
63
Banque Cantonale Vaudoise
Switzerland
$3.63M +$2.24M +51,650 +185%
AO
64
Advisor OS
Illinois
$3.62M -$14.2K -328 -0.4%
CA
65
CoreCap Advisors
Michigan
$3.52M +$3.29M +75,870 +6,552%
FPB
66
First PREMIER Bank
South Dakota
$3.51M +$29.1K +670 +0.9%
GSIS
67
Global Strategic Investment Solutions
Arizona
$3.5M +$19.6K +452 +0.6%
FF
68
Farrow Financial
Vermont
$3.48M +$31.2K +718 +1%
GB
69
Gunma Bank
Japan
$3.42M -$1.74M -40,000 -35%
MWM
70
Mission Wealth Management
California
$3.08M +$2.25M +51,840 +333%
GWP
71
Gateway Wealth Partners
Wisconsin
$3.06M +$1.09M +25,178 +60%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$3.06M +$53.9K +1,242 +2%
WS
73
Wedbush Securities
California
$3.06M +$63.6K +1,464 +2%
WPC
74
White Pine Capital
Minnesota
$2.96M +$14.7K +338 +0.5%
AWM
75
Apollon Wealth Management
South Carolina
$2.95M +$921K +21,212 +49%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.