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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
101
Wealth Advisory Solutions
Indiana
$1.71M -$3.25K -81 -0.2%
EH
102
Equitable Holdings
New York
$1.69M +$219K +5,454 +15%
GWANC
103
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M -$36.1K -899 -2%
GWP
104
Gateway Wealth Partners
Wisconsin
$1.68M -$5.46K -136 -0.3%
PWM
105
Proathlete Wealth Management
Florida
$1.62M
QWM
106
Quadcap Wealth Management
Texas
$1.62M -$99.7K -2,485 -6%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$1.61M +$2.05K +51 +0.1%
FFA
108
Farther Finance Advisors
California
$1.58M -$220K -5,474 -12%
KAS
109
Kestra Advisory Services
Texas
$1.58M +$146K +3,638 +10%
ML
110
McAdam LLC
Pennsylvania
$1.52M +$202K +5,046 +15%
Renaissance Technologies
111
Renaissance Technologies
New York
$1.49M -$156K -3,900 -10%
DADC
112
D.A. Davidson & Co
Montana
$1.46M -$15K -373 -1%
PWG
113
Private Wealth Group
Florida
$1.45M
Citigroup
114
Citigroup
New York
$1.43M -$6.74M -167,925 -83%
SI
115
Stephens Inc
Arkansas
$1.42M +$423K +10,549 +43%
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$1.4M -$28.1K -700 -2%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.36M +$183K +4,557 +16%
Bank Julius Baer & Co
118
Bank Julius Baer & Co
Switzerland
$1.35M -$265K -6,610 -18%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$1.34M +$464K +11,566 +53%
GVAG
120
Great Valley Advisor Group
Delaware
$1.31M -$25.6K -637 -2%
Lido Advisors
121
Lido Advisors
California
$1.29M -$46.4K -1,158 -3%
AWMG
122
Alliance Wealth Management Group
New Jersey
$1.25M -$11.8K -295 -0.9%
SWA
123
Sax Wealth Advisors
New Jersey
$1.25M +$108K +2,694 +9%
AWS
124
Atria Wealth Solutions
New York
$1.23M -$42.2K -1,051 -3%
Millennium Management
125
Millennium Management
New York
$1.23M +$381K +9,490 +45%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.