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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
76
Laurel Wealth Planning
Minnesota
$2.83M +$2.78M +64,437 New
TPW
77
Tiller Private Wealth
Pennsylvania
$2.79M -$2.71M -62,830 -50%
JG
78
Jefferies Group
New York
$2.71M +$2.65M +61,570 New
HG
79
Herbst Group
Connecticut
$2.61M +$2.56M +59,386 New
LWA
80
Lenox Wealth Advisors
New York
$2.58M
BW
81
Bison Wealth
Georgia
$2.58M +$506K +11,757 +25%
Truist Financial
82
Truist Financial
North Carolina
$2.48M +$142K +3,305 +6%
CA
83
CGN Advisors
Kansas
$2.48M -$72.1K -1,673 -3%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$2.44M +$235K +5,463 +11%
OC
85
Oarsman Capital
Wisconsin
$2.43M +$353K +8,190 +17%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$2.41M +$890K +20,650 +60%
EFG
87
Erickson Financial Group
Pennsylvania
$2.36M -$2M -46,316 -46%
IWN
88
Independent Wealth Network
Iowa
$2.35M +$48.1K +1,116 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.34M +$812K +18,844 +55%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$2.28M +$1.51K +35 +0.1%
TFA
91
Tobias Financial Advisors
Florida
$2.27M +$2.23M +51,739 New
KWM
92
Kingsview Wealth Management
Oregon
$2.26M +$1.79M +41,600 +420%
WAS
93
Wealth Advisory Solutions
Indiana
$2.26M +$2.22M +51,422 New
V
94
Veritable
Delaware
$2.25M +$24.9K +578 +1%
AIM
95
Aspen Investment Management
Michigan
$2.25M +$1.39M +32,287 +170%
SWP
96
Stratos Wealth Partners
Ohio
$2.24M +$422K +9,798 +24%
BRWM
97
B. Riley Wealth Management
Tennessee
$2.16M +$490K +11,377 +30%
Creative Planning
98
Creative Planning
Kansas
$2.14M -$565K -13,124 -21%
BB
99
Bell Bank
North Dakota
$2.11M -$2.02M -46,903 -49%
TCM
100
Towercrest Capital Management
Pennsylvania
$2.06M +$422K +9,789 +26%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.