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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
126
Powell Investment Advisors
Florida
$843K +$2.45K +60 +0.3%
YIH
127
Y-Intercept (HK)
Hong Kong
$839K +$814K +19,949 New
AIM
128
Aspen Investment Management
Michigan
$799K +$775K +18,998 New
CWM
129
Cornerstone Wealth Management
Missouri
$773K -$154K -3,769 -17%
FWM
130
Focused Wealth Management
New York
$772K -$10.2K -250 -1%
BCM
131
Brookstone Capital Management
Illinois
$760K -$49K -1,200 -6%
HNWAG
132
High Net Worth Advisory Group
Florida
$760K +$737K +18,071 New
ASN
133
Advisory Services Network
Georgia
$743K +$167K +4,104 +30%
BIM
134
Bridgecreek Investment Management
Oklahoma
$736K +$714K +17,500 New
DWM
135
Doyle Wealth Management
Florida
$728K +$1.63K +40 +0.2%
FCA
136
FinTrust Capital Advisors
South Carolina
$722K +$201K +4,936 +40%
SAS
137
Sage Advisory Services
Texas
$718K -$408K -10,004 -37%
VFA
138
Valeo Financial Advisors
Indiana
$713K +$201K +4,919 +41%
LC
139
Lindbrook Capital
California
$707K +$685K +16,799 +559,967%
RMAM
140
Raab & Moskowitz Asset Management
New Jersey
$689K -$367 -9 -0.1%
SCFS
141
S.C. Financial Services
Arizona
$689K +$639K +15,659 New
MSFS
142
Main Street Financial Solutions
Pennsylvania
$687K +$24.4K +598 +4%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$679K +$53.6K +1,313 +9%
OPS
144
Orion Portfolio Solutions
Nebraska
$677K +$13K +318 +2%
MGIA
145
Moneta Group Investment Advisors
Missouri
$668K -$571 -14 -0.1%
PWP
146
Principle Wealth Partners
Connecticut
$668K +$111K +2,710 +21%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$642K
NRI
148
NFP Retirement Inc
California
$633K +$1.84K +45 +0.3%
GWM
149
Geneos Wealth Management
Colorado
$621K +$164K +4,030 +38%
CAN
150
Cetera Advisor Networks
California
$611K +$279K +6,843 +89%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.