We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

455 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $518K

1.24% more ownership

Funds ownership: 29.16%30.4% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

3% more capital invested

Capital invested by funds: $2.01B → $2.08B (+$61.8M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 461455 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
455
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
40
Increased
164
Reduced
159
Closed
41
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
76
Ashton Thomas Private Wealth
Arizona
$3.29M -$22.4K -534 -0.7%
Lido Advisors
77
Lido Advisors
California
$3.28M -$55.4K -1,318 -2%
AO
78
Advisor OS
Illinois
$3.27M +$3.24M +77,001 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.26M +$685K +16,306 +27%
FF
80
Farrow Financial
Vermont
$3.24M +$8.99K +214 +0.3%
GSIS
81
Global Strategic Investment Solutions
Arizona
$3.2M -$101K -2,411 -3%
Citadel Advisors
82
Citadel Advisors
Florida
$3.16M +$3.13M +74,524 New
GWM
83
Geneos Wealth Management
Colorado
$3.16M -$3.63M -86,322 -54%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.14M +$631K +15,021 +25%
GFG
85
Greenberg Financial Group
Arizona
$2.99M +$31.5K +750 +1%
GWP
86
Gateway Wealth Partners
Wisconsin
$2.97M +$137K +3,252 +5%
Financial Engines Advisors
87
Financial Engines Advisors
California
$2.81M +$157K +3,728 +6%
MWM
88
Mission Wealth Management
California
$2.8M -$97.3K -2,315 -3%
TW
89
Trajan Wealth
Arizona
$2.74M -$186K -4,433 -6%
WPC
90
White Pine Capital
Minnesota
$2.58M -$113K -2,687 -4%
FHA
91
Flagship Harbor Advisors
Massachusetts
$2.54M +$1.99M +47,359 +378%
IWB
92
Innovative Wealth Building
Maryland
$2.49M -$423K -10,063 -15%
WANY
93
Wealthspire Advisors (New York)
New York
$2.47M +$3.28K +78 +0.1%
EWA
94
EP Wealth Advisors
California
$2.44M -$448K -10,671 -16%
UCFA
95
United Capital Financial Advisors
Texas
$2.42M -$166K -3,951 -6%
WS
96
Wedbush Securities
California
$2.29M -$358K -8,528 -14%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$2.26M +$422K +10,053 +23%
PFS
98
Prospera Financial Services
Texas
$2.25M +$1.46M +34,704 +188%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$2.2M +$1.26K +30 +0.1%
SA
100
Sanctuary Advisors
Indiana
$2.19M +$93.7K +2,230 +5%

SPYD Hedge Fund Activity: Q2 2025 in Review

455 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2025, worth a combined $2.08B — up 3.1% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SPYD and 40 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 164 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $56.7M. The largest seller was Wells Fargo, cutting an estimated $9.1M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2025, down from 461 in Q1 2025.
  • Funds reported $2.08B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2025 was Auto-Owners Insurance, an estimated $56.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2025 was Wells Fargo, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.