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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
51
Crescent Grove Advisors
Illinois
$5.94M +$255K +5,811 +5%
CRC
52
Curi RMB Capital
Illinois
$5.65M
GB
53
Gunma Bank
Japan
$5.42M +$2.22M +50,394 +70%
Stifel Financial
54
Stifel Financial
Missouri
$5.39M +$56.9K +1,294 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.22M -$151K -3,428 -3%
HWA
56
Heartwood Wealth Advisors
Virginia
$5.05M +$51.1K +1,163 +1%
CA
57
Calton & Associates
Florida
$4.98M +$58K +1,319 +1%
VVP
58
Venture Visionary Partners
Ohio
$4.86M +$65.1K +1,480 +1%
JFG
59
Jefferies Financial Group
New York
$4.74M +$2.34M +53,321 +99%
MFIM
60
Mesirow Financial Investment Management
Illinois
$4.34M +$493K +11,214 +13%
NA
61
NewEdge Advisors
Louisiana
$4.33M +$124K +2,812 +3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$4.32M +$275K +6,261 +7%
CA
63
CGN Advisors
Kansas
$4.25M +$111K +2,518 +3%
AF
64
Allworth Financial
California
$4.23M +$2.1M +47,667 +89%
AWM
65
AE Wealth Management
Kansas
$4.05M +$31.9K +725 +0.8%
IWN
66
Independent Wealth Network
Iowa
$3.77M +$93.7K +2,132 +3%
MML Investors Services
67
MML Investors Services
Massachusetts
$3.73M -$234K -5,313 -6%
WA
68
Waverly Advisors
Alabama
$3.65M +$3.1M +70,585 +590%
AAS
69
Avantax Advisory Services
Texas
$3.6M +$2.49M +56,629 +229%
FPB
70
First PREMIER Bank
South Dakota
$3.57M +$53.1K +1,209 +2%
Lido Advisors
71
Lido Advisors
California
$3.48M +$478K +10,869 +16%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$3.45M -$242K -5,510 -7%
GSIS
73
Global Strategic Investment Solutions
Arizona
$3.44M +$19.2K +437 +0.6%
Creative Planning
74
Creative Planning
Kansas
$3.38M +$637K +14,495 +23%
FF
75
Farrow Financial
Vermont
$3.37M +$30.3K +689 +0.9%

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.