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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$2.84M +$2.81M +69,759 +669%
HighTower Advisors
77
HighTower Advisors
Illinois
$2.82M +$6.48K +161 +0.2%
KWM
78
Kingsview Wealth Management
Oregon
$2.77M -$67.7K -1,680 -2%
FCMA
79
Foresight Capital Management Advisors
Michigan
$2.73M -$20.5K -508 -0.7%
WPC
80
White Pine Capital
Minnesota
$2.73M -$18.6K -462 -0.6%
GSIS
81
Global Strategic Investment Solutions
Arizona
$2.66M
CA
82
CGN Advisors
Kansas
$2.65M +$172K +4,260 +6%
FPB
83
First PREMIER Bank
South Dakota
$2.63M +$69.7K +1,731 +2%
Creative Planning
84
Creative Planning
Kansas
$2.62M -$2.2M -54,651 -43%
RWA
85
Redhawk Wealth Advisors
Minnesota
$2.54M -$117K -2,907 -4%
PAS
86
Park Avenue Securities
New York
$2.51M -$535K -13,298 -16%
AssetMark Inc
87
AssetMark Inc
California
$2.51M -$1.14M -28,335 -29%
TFA
88
Tobias Financial Advisors
Florida
$2.48M -$186K -4,616 -6%
WANY
89
Wealthspire Advisors (New York)
New York
$2.37M
Renaissance Technologies
90
Renaissance Technologies
New York
$2.35M +$2.67M +66,300 New
BRWA
91
B. Riley Wealth Advisors
Florida
$2.33M +$2.08M +51,778 +369%
PCM
92
Parsons Capital Management
Rhode Island
$2.32M +$349K +8,679 +15%
IWN
93
Independent Wealth Network
Iowa
$2.29M +$148K +3,674 +6%
RIA
94
Realta Investment Advisors
Delaware
$2.26M +$393K +9,760 +18%
PFS
95
Prospera Financial Services
Texas
$2.21M +$1.18M +29,214 +88%
SPIA
96
Steward Partners Investment Advisory
New York
$2.18M -$777K -19,305 -24%
CW
97
CreativeOne Wealth
Kansas
$2.18M -$16.2K -403 -0.7%
HG
98
Herbst Group
Connecticut
$2.18M +$88.3K +2,194 +4%
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
$2.16M +$208K +5,166 +9%
CWG
100
Cornerstone Wealth Group
North Carolina
$2.16M -$178K -4,409 -7%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.