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State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408 → 411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

8.99% less ownership

Funds ownership: 37.35% → 28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.9M
3
GS
GTS Securities
New York
+$9.62M
4
SFC
Strategic Financial Concepts
Texas
+$9.13M
5
DWM
Dakota Wealth Management
Florida
+$5.72M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$874M
2
AF
Allworth Financial
California
-$25M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$11.8M
4
FGAM
Financial Gravity Asset Management
Texas
-$9.12M
5
Wells Fargo
Wells Fargo
California
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$2.42M -$121K -3,014 -5%
SA
77
Sanctuary Advisors
Indiana
$2.4M +$2.44M +60,785 New
WC
78
Waterloo Capital
Texas
$2.38M +$2.38M +59,212 New
Creative Planning
79
Creative Planning
Kansas
$2.35M -$190K -4,731 -8%
P
80
&Partners
Tennessee
$2.32M +$2.31M +57,595 New
WANY
81
Wealthspire Advisors (New York)
New York
$2.29M -$41.9K -1,045 -2%
CP
82
Castleview Partners
Texas
$2.26M -$13.9K -346 -0.6%
JFG
83
Jefferies Financial Group
New York
$2.12M -$63.3K -1,579 -3%
Jane Street
84
Jane Street
New York
$2.09M +$2.08M +51,918 New
BL
85
Balentine LLC
Georgia
$2.07M -$9.59K -239 -0.5%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$2.03M -$74.8K -1,864 -4%
SPW
87
Sonoma Private Wealth
California
$2.01M -$256K -6,380 -11%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$1.99M +$20.1K +500 +1%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.88M -$196K -4,882 -9%
EGM
90
Engineers Gate Manager
New York
$1.85M +$571K +14,236 +45%
Prudential Financial
91
Prudential Financial
New Jersey
$1.85M +$66.7K +1,662 +4%
BW
92
Bison Wealth
Georgia
$1.84M – – –
IA
93
IFG Advisory
Georgia
$1.83M +$20.1K +502 +1%
ACA
94
Aptus Capital Advisors
Alabama
$1.77M -$36.1K -899 -2%
AWM
95
Apollon Wealth Management
South Carolina
$1.75M +$595K +14,832 +52%
FIM
96
Freedom Investment Management
Connecticut
$1.75M -$443K -11,033 -20%
TFA
97
Tobias Financial Advisors
Florida
$1.74M -$79.6K -1,985 -4%
WWM
98
Western Wealth Management
Colorado
$1.73M +$106K +2,655 +7%
TYCC
99
Texas Yale Capital Corp
Florida
$1.73M +$19.9K +496 +1%
TCM
100
Towercrest Capital Management
Pennsylvania
$1.72M -$140K -3,489 -8%
2 3
4
5 6

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.