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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$2.1M +$374K +9,162 +22%
GB
77
Gunma Bank
Japan
$2.02M +$1.96M +48,000 New
OC
78
Oarsman Capital
Wisconsin
$1.98M +$165K +4,050 +9%
BW
79
Bison Wealth
Georgia
$1.97M +$306K +7,500 +19%
SWA
80
Sax Wealth Advisors
New Jersey
$1.89M -$2.2K -54 -0.1%
ACA
81
Aptus Capital Advisors
Alabama
$1.81M
SWP
82
Stratos Wealth Partners
Ohio
$1.73M +$151K +3,712 +10%
PFS
83
Prospera Financial Services
Texas
$1.72M +$1.16M +28,359 +227%
WI
84
WrapManager Inc
California
$1.72M +$1.66M +40,803 New
SPIA
85
Steward Partners Investment Advisory
New York
$1.6M +$377K +9,239 +32%
BRWM
86
B. Riley Wealth Management
Tennessee
$1.59M -$7.96K -195 -0.5%
Stifel Financial
87
Stifel Financial
Missouri
$1.57M +$224K +5,493 +17%
SMA
88
Sage Mountain Advisors
Georgia
$1.57M +$940K +23,031 +162%
TCM
89
Towercrest Capital Management
Pennsylvania
$1.56M -$3.1K -76 -0.2%
PWG
90
Private Wealth Group
Florida
$1.56M +$9.1K +223 +0.6%
EIA
91
Eldridge Investment Advisors
New Hampshire
$1.55M +$1.5M +36,809 New
WS
92
Wedbush Securities
California
$1.49M +$292K +7,156 +25%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.44M +$427K +10,473 +44%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$1.44M -$26.5K -649 -2%
DAS
95
Dynamic Advisor Solutions
Arizona
$1.33M +$556K +13,628 +76%
AWM
96
AE Wealth Management
Kansas
$1.32M +$563K +13,805 +79%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$315K +7,712 +33%
SI
98
Stephens Inc
Arkansas
$1.27M -$127K -3,104 -9%
IA
99
IFG Advisory
Georgia
$1.26M +$14.6K +358 +1%
AIC
100
Ayalon Insurance Company
Israel
$1.21M +$531K +13,025 +82%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.