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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$2.13M +$965 +22 +0%
AssetMark Inc
102
AssetMark Inc
California
$2.12M -$20.7K -471 -1%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.12M -$61.3K -1,397 -3%
WS
104
Wedbush Securities
California
$2.12M -$258K -5,876 -11%
TYCC
105
Texas Yale Capital Corp
Florida
$2.11M +$33.1K +756 +2%
DBIA
106
Dumont & Blake Investment Advisors
New Jersey
$2.11M +$99.4K +2,266 +5%
MWM
107
MFG Wealth Management
Indiana
$2.1M +$1.8M +41,134 +627%
CFG
108
Citizens Financial Group
Rhode Island
$2.08M -$48.1K -1,097 -2%
WWM
109
Western Wealth Management
Colorado
$2.02M +$121K +2,766 +6%
ML
110
McAdam LLC
Pennsylvania
$2.01M +$61.4K +1,400 +3%
IA
111
IFG Advisory
Georgia
$1.94M -$10.6K -242 -0.5%
WAS
112
Wealth Advisory Solutions
Indiana
$1.93M +$29.8K +679 +2%
JF
113
Jump Financial
Illinois
$1.91M +$1.91M +43,513 New
PWA
114
Phoenix Wealth Advisors
North Carolina
$1.89M +$388K +8,855 +26%
EH
115
Equitable Holdings
New York
$1.86M +$133K +3,036 +8%
SWA
116
Sax Wealth Advisors
New Jersey
$1.84M +$149K +3,387 +9%
ACA
117
Aptus Capital Advisors
Alabama
$1.83M -$215K -4,903 -11%
PWM
118
Proathlete Wealth Management
Florida
$1.78M
EWA
119
EverSource Wealth Advisors
Alabama
$1.77M +$106K +2,424 +6%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.76M +$269K +6,146 +18%
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$1.75M +$653K +14,900 +60%
GWANC
122
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M -$62.7K -1,430 -4%
TCM
123
Towercrest Capital Management
Pennsylvania
$1.65M +$150K +3,420 +10%
APA
124
Astoria Portfolio Advisors
New York
$1.6M +$166K +3,778 +12%
KAS
125
Kestra Advisory Services
Texas
$1.6M -$9.43K -215 -0.6%

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.