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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$3.18M +$1.22M +28,260 +55%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.18M +$475K +11,056 +16%
FCMA
78
Foresight Capital Management Advisors
Michigan
$3.09M -$43.9K -1,021 -1%
WPC
79
White Pine Capital
Minnesota
$3.08M +$11.4K +264 +0.3%
GSIS
80
Global Strategic Investment Solutions
Arizona
$2.99M -$305K -7,095 -9%
RWA
81
Redhawk Wealth Advisors
Minnesota
$2.97M +$176K +4,101 +6%
TFA
82
Tobias Financial Advisors
Florida
$2.97M +$975K +22,680 +44%
FPB
83
First PREMIER Bank
South Dakota
$2.9M -$38.1K -887 -1%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$2.83M +$42.1K +978 +1%
CA
85
CGN Advisors
Kansas
$2.81M +$605K +14,065 +25%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.67M -$2.39M -55,584 -46%
WANY
87
Wealthspire Advisors (New York)
New York
$2.66M +$2.49M +58,000 +669%
CWG
88
Cornerstone Wealth Group
North Carolina
$2.6M -$233K -5,425 -8%
CW
89
CreativeOne Wealth
Kansas
$2.47M +$2.66M +61,786 New
ASFA
90
All Season Financial Advisors
Colorado
$2.44M +$2.63M +61,074 New
IWN
91
Independent Wealth Network
Iowa
$2.43M +$316K +7,351 +14%
HG
92
Herbst Group
Connecticut
$2.4M -$8.64K -201 -0.3%
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$2.38M +$45.7K +1,062 +2%
CA
94
Calton & Associates
Florida
$2.32M -$746K -17,347 -23%
BW
95
Bison Wealth
Georgia
$2.31M -$30.1K -700 -1%
Truist Financial
96
Truist Financial
North Carolina
$2.3M +$51K +1,186 +2%
OC
97
Oarsman Capital
Wisconsin
$2.29M +$89.2K +2,075 +4%
AIM
98
Aspen Investment Management
Michigan
$2.29M +$261K +6,059 +12%
PCM
99
Parsons Capital Management
Rhode Island
$2.26M +$717K +16,670 +42%
MFG
100
Merit Financial Group
Georgia
$2.24M +$874K +20,324 +57%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.