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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$11.4K -260 -0.5%
IA
102
IFG Advisory
Georgia
$2.04M -$40.9K -930 -2%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.03M -$150K -3,406 -7%
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$1.99M +$13.8K +314 +0.7%
RIA
105
Regal Investment Advisors
Michigan
$1.97M +$20.4K +463 +1%
RFA
106
Rollins Financial Advisors
New York
$1.97M +$612K +13,929 +46%
TYCC
107
Texas Yale Capital Corp
Florida
$1.93M -$1.44M -32,695 -43%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$1.92M +$102K +2,312 +6%
WAS
109
Wealth Advisory Solutions
Indiana
$1.91M -$3.82K -87 -0.2%
ML
110
McAdam LLC
Pennsylvania
$1.9M -$42K -956 -2%
ACA
111
Aptus Capital Advisors
Alabama
$1.88M +$396 +9 +0%
EWA
112
EverSource Wealth Advisors
Alabama
$1.87M +$471K +10,721 +34%
PWM
113
Proathlete Wealth Management
Florida
$1.79M
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78M -$4.4K -100 -0.2%
AWM
115
Apollon Wealth Management
South Carolina
$1.73M -$1.42M -32,325 -45%
WWM
116
Western Wealth Management
Colorado
$1.73M -$119K -2,699 -6%
GVAG
117
Great Valley Advisor Group
Delaware
$1.71M -$88.2K -2,006 -5%
SI
118
Stephens Inc
Arkansas
$1.7M +$89K +2,024 +6%
TFA
119
Tobias Financial Advisors
Florida
$1.63M -$152K -3,450 -9%
KCAM
120
Kagan Cocozza Asset Management
New Jersey
$1.62M -$14.4K -328 -0.9%
SPIA
121
Steward Partners Investment Advisory
New York
$1.56M +$155K +3,532 +11%
FFA
122
Farther Finance Advisors
California
$1.56M -$65.9K -1,500 -4%
Comerica Bank
123
Comerica Bank
Texas
$1.54M -$18.5K -421 -1%
TCM
124
Towercrest Capital Management
Pennsylvania
$1.53M +$44.9K +1,022 +3%
Jane Street
125
Jane Street
New York
$1.53M +$1.22M +27,668 +399%

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.