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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$5.13M -$1.98M -43,723 -27%
HWA
52
Heartwood Wealth Advisors
Virginia
$4.89M -$3.81K -84 -0.1%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$4.81M +$2.33M +51,300 +85%
CA
54
Calton & Associates
Florida
$4.81M +$2.12M +46,844 +73%
VVP
55
Venture Visionary Partners
Ohio
$4.68M +$5.35K +118 +0.1%
NA
56
NewEdge Advisors
Louisiana
$4.11M +$445K +9,803 +11%
PAG
57
Private Advisor Group
New Jersey
$4.11M -$435K -9,587 -9%
CA
58
CGN Advisors
Kansas
$4.04M -$157K -3,455 -4%
Corient Private Wealth
59
Corient Private Wealth
Florida
$3.95M -$592K -13,052 -13%
AWM
60
AE Wealth Management
Kansas
$3.92M +$404K +8,906 +11%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.87M -$26.5K -585 -0.6%
MFIM
62
Mesirow Financial Investment Management
Illinois
$3.75M +$216K +4,764 +6%
Renaissance Technologies
63
Renaissance Technologies
New York
$3.62M +$1.57M +34,700 +71%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$3.61M +$3.79M +83,570 New
IWN
65
Independent Wealth Network
Iowa
$3.59M +$136K +2,998 +4%
NAM
66
NorthCrest Asset Manangement
Minnesota
$3.48M -$9.03K -199 -0.2%
FPB
67
First PREMIER Bank
South Dakota
$3.44M +$114K +2,521 +3%
AO
68
Advisor OS
Illinois
$3.41M -$22.6K -498 -0.6%
GSIS
69
Global Strategic Investment Solutions
Arizona
$3.34M +$25.9K +572 +0.7%
TYCC
70
Texas Yale Capital Corp
Florida
$3.3M +$1.5M +33,131 +77%
EWA
71
EP Wealth Advisors
California
$3.29M +$1.83M +40,289 +112%
IWB
72
Innovative Wealth Building
Maryland
$3.29M +$3.45M +75,976 New
FF
73
Farrow Financial
Vermont
$3.24M -$39K -859 -1%
SW
74
SteelPeak Wealth
California
$3.23M +$3.39M +74,744 New
EF
75
Elite Financial
Idaho
$3.2M +$3.36M +74,081 New

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.