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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
Astoria Portfolio Advisors
New York
$2.12M +$579K +14,388 +32%
CA
102
Calton & Associates
Florida
$2.1M +$43.3K +1,075 +2%
OC
103
Oarsman Capital
Wisconsin
$2.08M +$52.1K +1,294 +2%
EFG
104
Erickson Financial Group
Pennsylvania
$2.08M +$157K +3,907 +7%
BW
105
Bison Wealth
Georgia
$2.07M +$15.6K +388 +0.7%
AIM
106
Aspen Investment Management
Michigan
$2.05M +$15.4K +383 +0.7%
Wealthfront Advisers
107
Wealthfront Advisers
California
$2.02M +$268K +6,650 +13%
CAN
108
Cetera Advisor Networks
California
$2.02M +$638K +15,837 +38%
MPW
109
MGO Private Wealth
California
$2.02M +$2.29M +56,879 New
RF
110
Rollins Financial
Georgia
$2.01M +$1.63M +40,360 +248%
JP Morgan Chase
111
JP Morgan Chase
New York
$1.87M +$6.32K +157 +0.3%
TPW
112
Tiller Private Wealth
Pennsylvania
$1.86M -$138K -3,432 -6%
WS
113
Wedbush Securities
California
$1.86M +$245K +6,081 +13%
SWP
114
Stratos Wealth Partners
Ohio
$1.84M -$45.4K -1,127 -2%
AWM
115
Axxcess Wealth Management
California
$1.81M +$1.76M +43,651 +583%
V
116
Veritable
Delaware
$1.73M -$99.4K -2,469 -5%
WAS
117
Wealth Advisory Solutions
Indiana
$1.69M -$9.26K -230 -0.5%
ACA
118
Aptus Capital Advisors
Alabama
$1.67M +$49.4K +1,226 +3%
QA
119
Quantitative Advantage
Minnesota
$1.63M +$515K +12,784 +39%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$1.62M -$1.01M -25,028 -35%
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.61M +$53.2K +1,322 +3%
BC
122
Brio Consultants
California
$1.58M +$1.69M +41,969 New
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.55M +$40.8K +1,014 +2%
CA
124
Cetera Advisors
Colorado
$1.53M +$402K +9,991 +30%
CAL
125
Capital Analysts LLC
Pennsylvania
$1.52M +$521K +12,944 +43%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.