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State Street SPDR Portfolio S&P 500 High Dividend ETF

455 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $518K

1.24% more ownership

Funds ownership: 29.16%30.4% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

3% more capital invested

Capital invested by funds: $2.01B → $2.08B (+$61.8M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 461455 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
455
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
40
Increased
164
Reduced
159
Closed
41
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$2.18M +$1.95M +46,473 +958%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$76.4K +1,817 +4%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.1M +$154K +3,655 +8%
CP
104
Castleview Partners
Texas
$2.07M -$619K -14,719 -23%
AssetMark Inc
105
AssetMark Inc
California
$2.07M -$626K -14,890 -23%
RIA
106
Regal Investment Advisors
Michigan
$2.05M +$160K +3,805 +9%
CFG
107
Citizens Financial Group
Rhode Island
$2.05M +$2.03M +48,270 New
P
108
&Partners
Tennessee
$2.04M -$53.6K -1,276 -2%
TYCC
109
Texas Yale Capital Corp
Florida
$2M +$155K +3,681 +8%
ACA
110
Aptus Capital Advisors
Alabama
$1.97M +$166K +3,960 +9%
TRCT
111
Tower Research Capital (TRC)
New York
$1.96M +$1.94M +46,052 +35,154%
DBIA
112
Dumont & Blake Investment Advisors
New Jersey
$1.94M +$26.1K +622 +1%
IA
113
IFG Advisory
Georgia
$1.89M -$68K -1,619 -4%
ML
114
McAdam LLC
Pennsylvania
$1.88M +$60.3K +1,435 +3%
WAS
115
Wealth Advisory Solutions
Indiana
$1.84M +$4.67K +111 +0.3%
WWM
116
Western Wealth Management
Colorado
$1.83M +$177K +4,214 +11%
PWM
117
Proathlete Wealth Management
Florida
$1.71M
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M -$2.94K -70 -0.2%
RFA
119
Rollins Financial Advisors
New York
$1.67M -$213K -5,072 -11%
EH
120
Equitable Holdings
New York
$1.67M -$407K -9,674 -20%
SWA
121
Sax Wealth Advisors
New Jersey
$1.63M +$196K +4,659 +14%
EWA
122
EverSource Wealth Advisors
Alabama
$1.6M -$187K -4,445 -11%
AWM
123
Apollon Wealth Management
South Carolina
$1.57M -$82.3K -1,958 -5%
GVAG
124
Great Valley Advisor Group
Delaware
$1.56M -$85.5K -2,035 -5%
KAS
125
Kestra Advisory Services
Texas
$1.55M +$351K +8,340 +30%

SPYD Hedge Fund Activity: Q2 2025 in Review

455 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2025, worth a combined $2.08B — up 3.1% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SPYD and 40 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 164 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $56.7M. The largest seller was Wells Fargo, cutting an estimated $9.1M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2025, down from 461 in Q1 2025.
  • Funds reported $2.08B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2025 was Auto-Owners Insurance, an estimated $56.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2025 was Wells Fargo, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.