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State Street SPDR Portfolio S&P 500 High Dividend ETF

422 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $997K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 121

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 384422 (+38)

0% less capital invested

Capital invested by funds: $3.32B → $3.31B (-$6.81M)

4.49% less ownership

Funds ownership: 47.9%43.41% (-4.5%)

Holders
422
Holders Change
+38
Holders Change %
+9.9%
% of All Funds
6.78%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.43%
New
70
Increased
171
Reduced
121
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Parsons Capital Management
Rhode Island
$2.84M +$245K +6,272 +10%
HighTower Advisors
102
HighTower Advisors
Illinois
$2.8M -$345K -8,823 -11%
AssetMark Inc
103
AssetMark Inc
California
$2.79M -$7.55K -193 -0.3%
IWN
104
Independent Wealth Network
Iowa
$2.78M +$225K +5,758 +9%
PFS
105
Prospera Financial Services
Texas
$2.74M +$266K +6,795 +11%
BW
106
Bison Wealth
Georgia
$2.7M +$264K +6,739 +12%
WANY
107
Wealthspire Advisors (New York)
New York
$2.64M
CW
108
CreativeOne Wealth
Kansas
$2.58M +$152K +3,897 +6%
QA
109
Quantitative Advantage
Minnesota
$2.55M +$725K +18,528 +40%
NA
110
NewEdge Advisors
Louisiana
$2.52M -$1.51M -38,559 -26%
HG
111
Herbst Group
Connecticut
$2.48M +$54.4K +1,390 +2%
BRWA
112
B. Riley Wealth Advisors
Florida
$2.45M -$157K -4,007 -6%
USCWA
113
U.S. Capital Wealth Advisors
Texas
$2.44M +$694K +17,735 +40%
RIA
114
Realta Investment Advisors
Delaware
$2.39M -$135K -3,439 -5%
SPIA
115
Steward Partners Investment Advisory
New York
$2.36M -$72.1K -1,843 -3%
AIM
116
Aspen Investment Management
Michigan
$2.3M +$13.7K +351 +0.6%
MPW
117
MGO Private Wealth
California
$2.28M +$27.8K +710 +1%
MFG
118
Merit Financial Group
Georgia
$2.24M +$560K +14,306 +34%
SWP
119
Stratos Wealth Partners
Ohio
$2.23M +$171K +4,361 +8%
Mariner
120
Mariner
Kansas
$2.11M +$1.14M +29,078 +120%
RF
121
Rollins Financial
Georgia
$2.07M -$171K -4,384 -8%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$2.05M -$3.89M -99,570 -66%
WS
123
Wedbush Securities
California
$2.05M -$32.9K -842 -2%
BIM
124
Bridgecreek Investment Management
Oklahoma
$1.98M +$587K +15,000 +43%
V
125
Veritable
Delaware
$1.93M

SPYD Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2022, worth a combined $3.31B — down 0.21% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SPYD positions and 21 closed out — a net gain of 49 holders — while 171 added to existing stakes and 121 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $58.7M. The largest seller was First Command Advisory Services, cutting an estimated $423M.

  • 422 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2022, up from 384 in Q3 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2022, down 0.21% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2022 and 21 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2022 was Proquility Private Wealth Partners, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2022 was First Command Advisory Services, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2022.