We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
GB
76
Gunma Bank
Japan
$3.11M -$136K -3,000 -4%
AWM
77
Apollon Wealth Management
South Carolina
$3.09M +$305K +6,727 +10%
MWM
78
Mission Wealth Management
California
$2.95M +$32.7K +720 +1%
Lido Advisors
79
Lido Advisors
California
$2.93M +$1.44M +31,637 +88%
GWP
80
Gateway Wealth Partners
Wisconsin
$2.88M -$18.7K -413 -0.6%
P
81
&Partners
Tennessee
$2.84M +$67.8K +1,495 +2%
GWM
82
Geneos Wealth Management
Colorado
$2.82M +$283K +6,246 +11%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$2.82M -$82.7K -1,823 -3%
Financial Engines Advisors
84
Financial Engines Advisors
California
$2.8M +$57.3K +1,263 +2%
WS
85
Wedbush Securities
California
$2.77M -$133K -2,938 -4%
WPC
86
White Pine Capital
Minnesota
$2.75M -$56.1K -1,237 -2%
AssetMark Inc
87
AssetMark Inc
California
$2.68M +$326K +7,188 +13%
Creative Planning
88
Creative Planning
Kansas
$2.68M +$235K +5,171 +9%
HighTower Advisors
89
HighTower Advisors
Illinois
$2.66M -$11.7K -259 -0.4%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$2.61M -$128K -2,812 -4%
CP
91
Castleview Partners
Texas
$2.57M -$26.7K -588 -1%
WANY
92
Wealthspire Advisors (New York)
New York
$2.49M +$28.5K +629 +1%
TW
93
Trajan Wealth
Arizona
$2.49M -$64.8K -1,428 -2%
EH
94
Equitable Holdings
New York
$2.41M -$45K -991 -2%
SA
95
Sanctuary Advisors
Indiana
$2.38M -$262K -5,784 -10%
JFG
96
Jefferies Financial Group
New York
$2.33M +$27.3K +602 +1%
AF
97
Allworth Financial
California
$2.33M -$255K -5,622 -10%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$2.23M +$408K +8,998 +21%
DADC
99
D.A. Davidson & Co
Montana
$2.16M +$688K +15,157 +44%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.13M -$8.3K -183 -0.4%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.