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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Calton & Associates
Florida
$2.94M -$1.24M -28,602 -31%
P
77
&Partners
Tennessee
$2.92M +$274K +6,304 +11%
Financial Engines Advisors
78
Financial Engines Advisors
California
$2.89M +$2.75M +63,387 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.89M -$29.8K -687 -1%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.81M -$86.2K -1,985 -3%
SA
81
Sanctuary Advisors
Indiana
$2.78M -$53.5K -1,231 -2%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$2.75M +$460K +10,600 +21%
CP
83
Castleview Partners
Texas
$2.75M +$181K +4,164 +7%
TW
84
Trajan Wealth
Arizona
$2.7M -$509K -11,716 -17%
AF
85
Allworth Financial
California
$2.69M -$31.9K -734 -1%
GWM
86
Geneos Wealth Management
Colorado
$2.69M -$47.6K -1,095 -2%
Two Sigma Investments
87
Two Sigma Investments
New York
$2.62M +$2.49M +57,300 New
WANY
88
Wealthspire Advisors (New York)
New York
$2.6M
EH
89
Equitable Holdings
New York
$2.59M +$634K +14,594 +35%
Creative Planning
90
Creative Planning
Kansas
$2.59M -$70.5K -1,624 -3%
AssetMark Inc
91
AssetMark Inc
California
$2.5M -$1.18M -27,246 -33%
JFG
92
Jefferies Financial Group
New York
$2.43M +$20.5K +473 +0.9%
RFN
93
RDA Financial Network
Iowa
$2.34M -$571K -13,140 -20%
Prudential Financial
94
Prudential Financial
New Jersey
$2.28M +$178K +4,110 +9%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$2.26M +$123K +2,843 +6%
Renaissance Technologies
96
Renaissance Technologies
New York
$2.24M +$521K +12,000 +32%
Millennium Management
97
Millennium Management
New York
$2.23M +$793K +18,270 +60%
BL
98
Balentine LLC
Georgia
$2.23M -$107K -2,456 -5%
IA
99
IFG Advisory
Georgia
$2.12M +$43.6K +1,003 +2%
ACA
100
Aptus Capital Advisors
Alabama
$1.97M -$41.2K -949 -2%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.