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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$1.43M +31,437 +188%
IA
102
IFG Advisory
Georgia
$2.03M +$23.6K +521 +1%
DBIA
103
Dumont & Blake Investment Advisors
New Jersey
$1.93M +$232K +5,114 +13%
RIA
104
Regal Investment Advisors
Michigan
$1.91M +$158K +3,484 +9%
ML
105
McAdam LLC
Pennsylvania
$1.9M +$122K +2,687 +7%
WAS
106
Wealth Advisory Solutions
Indiana
$1.87M +$64.2K +1,416 +3%
ACA
107
Aptus Capital Advisors
Alabama
$1.84M -$25.8K -568 -1%
KWA
108
Kingswood Wealth Advisors
California
$1.82M +$1.91M +42,171 New
WWM
109
Western Wealth Management
Colorado
$1.8M -$1.92M -42,431 -50%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$1.77M +$1.16M +25,475 +164%
GVAG
111
Great Valley Advisor Group
Delaware
$1.76M +$437K +9,633 +31%
PWM
112
Proathlete Wealth Management
Florida
$1.75M
TFA
113
Tobias Financial Advisors
Florida
$1.74M -$83.7K -1,845 -4%
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.74M -$26.2K -577 -1%
TCMP
115
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.66M +$648K +14,283 +59%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$1.66M +$63.1K +1,390 +4%
QWM
117
Quadcap Wealth Management
Texas
$1.64M -$56.2K -1,238 -3%
KCAM
118
Kagan Cocozza Asset Management
New Jersey
$1.6M +$1.68M +37,003 New
FFA
119
Farther Finance Advisors
California
$1.59M -$134K -2,952 -7%
SI
120
Stephens Inc
Arkansas
$1.58M +$31K +684 +2%
BL
121
Balentine LLC
Georgia
$1.57M -$566K -12,486 -26%
PWG
122
Private Wealth Group
Florida
$1.55M
FIM
123
Freedom Investment Management
Connecticut
$1.55M -$216K -4,756 -12%
KAS
124
Kestra Advisory Services
Texas
$1.53M +$157K +3,455 +11%
Comerica Bank
125
Comerica Bank
Texas
$1.52M +$636K +14,027 +66%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.