We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
101
Tiller Private Wealth
Pennsylvania
$2.23M -$320K -7,440 -12%
EFG
102
Erickson Financial Group
Pennsylvania
$2.19M +$41.8K +972 +2%
RIA
103
Realta Investment Advisors
Delaware
$2.18M +$607K +14,109 +35%
SWP
104
Stratos Wealth Partners
Ohio
$2.12M +$91.4K +2,126 +4%
TCM
105
Towercrest Capital Management
Pennsylvania
$2.11M +$257K +5,982 +13%
JP Morgan Chase
106
JP Morgan Chase
New York
$2.1M -$6.98M -162,252 -76%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.08M +$9.85K +229 +0.4%
V
108
Veritable
Delaware
$2.05M
Wealthfront Advisers
109
Wealthfront Advisers
California
$2.01M +$448K +10,419 +26%
AF
110
Allworth Financial
California
$2M +$432K +10,054 +25%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$1.97M -$4.29M -99,772 -67%
WAS
112
Wealth Advisory Solutions
Indiana
$1.91M -$149K -3,471 -7%
WS
113
Wedbush Securities
California
$1.85M +$280K +6,513 +16%
ACA
114
Aptus Capital Advisors
Alabama
$1.83M +$72K +1,674 +4%
APA
115
Astoria Portfolio Advisors
New York
$1.81M +$167K +3,881 +9%
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.75M +$1.89M +43,965 New
USCWA
117
U.S. Capital Wealth Advisors
Texas
$1.71M +$1.17M +27,198 +174%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$348K +8,082 +23%
AWM
119
AE Wealth Management
Kansas
$1.68M +$231K +5,369 +15%
CAN
120
Cetera Advisor Networks
California
$1.65M +$675K +15,696 +61%
SI
121
Stephens Inc
Arkansas
$1.56M +$38.1K +887 +2%
SWM
122
Selective Wealth Management
Virginia
$1.55M +$399K +9,284 +31%
ASN
123
Advisory Services Network
Georgia
$1.51M +$587K +13,652 +57%
SXL
124
Summit X LLC
Missouri
$1.5M +$1.11M +25,839 +222%
PWG
125
Private Wealth Group
Florida
$1.44M -$98.2K -2,283 -6%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.