We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
76
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.42M -$569K -14,236 -14%
AssetMark Inc
77
AssetMark Inc
California
$3.36M +$718K +17,969 +25%
CA
78
CGN Advisors
Kansas
$3.36M +$159K +3,973 +5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$3.35M +$368K +9,222 +12%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$3.34M -$2.25M -56,340 -39%
HighTower Advisors
81
HighTower Advisors
Illinois
$3.31M +$670K +16,769 +24%
FIM
82
Freedom Investment Management
Connecticut
$3.28M +$2.27M +56,933 +194%
WP
83
WealthSource Partners
California
$3.27M +$91.4K +2,287 +3%
QA
84
Quantitative Advantage
Minnesota
$3.2M +$788K +19,709 +31%
AO
85
Advisor OS
Illinois
$3.18M +$3.34M +83,587 New
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$3.08M +$162K +4,060 +5%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$3.07M +$38.4K +962 +1%
CBC
88
Coombe, Bender & Co
New York
$3.04M -$1.13M -28,297 -26%
WS
89
Wedbush Securities
California
$2.98M +$1.06M +26,651 +52%
KWM
90
Kingsview Wealth Management
Oregon
$2.98M -$88.9K -2,225 -3%
Daiwa Securities Group
91
Daiwa Securities Group
Japan
$2.9M -$14M -350,600 -82%
PCM
92
Parsons Capital Management
Rhode Island
$2.89M +$181K +4,522 +6%
NA
93
NewEdge Advisors
Louisiana
$2.86M -$1.24M -30,971 -29%
GSIS
94
Global Strategic Investment Solutions
Arizona
$2.85M
RWA
95
Redhawk Wealth Advisors
Minnesota
$2.76M +$33.8K +847 +1%
WP
96
WealthPLAN Partners
Nebraska
$2.76M +$1.04K +26 +0%
EIA
97
Eldridge Investment Advisors
New Hampshire
$2.76M -$90K -2,253 -3%
IWN
98
Independent Wealth Network
Iowa
$2.73M +$63.1K +1,580 +2%
WPC
99
White Pine Capital
Minnesota
$2.73M -$161K -4,025 -5%
BIM
100
Bridgecreek Investment Management
Oklahoma
$2.64M +$779K +19,500 +39%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.