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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$2.6M -$2.58M -64,678 -49%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$2.59M +$264K +6,614 +11%
LWP
103
Laurel Wealth Planning
Minnesota
$2.55M -$1.19M -29,839 -31%
HG
104
Herbst Group
Connecticut
$2.55M +$171K +4,283 +7%
WANY
105
Wealthspire Advisors (New York)
New York
$2.53M
FA
106
Faithward Advisors
Pennsylvania
$2.51M -$671K -16,781 -19%
CW
107
CreativeOne Wealth
Kansas
$2.47M -$9.91K -248 -0.4%
APA
108
Astoria Portfolio Advisors
New York
$2.47M -$355K -8,881 -12%
TFA
109
Tobias Financial Advisors
Florida
$2.43M -$491K -12,279 -16%
CGA
110
Crescent Grove Advisors
Illinois
$2.41M +$798K +19,981 +46%
BRWA
111
B. Riley Wealth Advisors
Florida
$2.4M +$50.7K +1,268 +2%
BW
112
Bison Wealth
Georgia
$2.31M -$49.8K -1,247 -2%
PPWP
113
Proquility Private Wealth Partners
Nevada
$2.25M +$30.1M +753,576 +50%
AIM
114
Aspen Investment Management
Michigan
$2.21M +$1.4K +35 +0.1%
RIA
115
Realta Investment Advisors
Delaware
$2.09M -$207K -5,178 -9%
GWM
116
Geneos Wealth Management
Colorado
$2.07M +$517K +12,930 +31%
PWS
117
Peterson Wealth Services
Utah
$2.04M -$7.69M -192,555 -78%
MFG
118
Merit Financial Group
Georgia
$2.03M -$129K -3,222 -6%
PFS
119
Prospera Financial Services
Texas
$2.02M -$636K -15,923 -23%
TRCT
120
Tower Research Capital (TRC)
New York
$1.99M +$1.43M +35,680 +214%
KAS
121
Kestra Advisory Services
Texas
$1.98M +$349K +8,727 +20%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.95M +$2.05M +51,300 New
ACA
123
Aptus Capital Advisors
Alabama
$1.91M +$80.2K +2,008 +4%
WC
124
Wexford Capital
Florida
$1.88M +$1.97M +49,362 New
V
125
Veritable
Delaware
$1.86M

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.