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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
126
Bridgecreek Investment Management
Oklahoma
$1.1M +$323K +7,500 +43%
AIC
127
Ayalon Insurance Company
Israel
$1.09M -$168K -3,899 -14%
EGA
128
Eagle Global Advisors
Texas
$1.09M +$61.6K +1,431 +6%
IA
129
Insight Advisors
Pennsylvania
$1.08M -$48.4K -1,123 -4%
ASN
130
Advisory Services Network
Georgia
$1.06M +$279K +6,486 +37%
LC
131
Lindbrook Capital
California
$1.06M +$313K +7,265 +43%
TCPWM
132
Traverso Chambers Private Wealth Management
California
$1.06M +$1.03K +24 +0.1%
SWA
133
Sax Wealth Advisors
New Jersey
$1.05M -$905K -21,006 -47%
DACG
134
Donor Advised Charitable Giving
California
$1.01M
MA
135
Mutual Advisors
Nebraska
$996K +$24.9K +578 +3%
CA
136
Cetera Advisors
Colorado
$987K +$66.5K +1,543 +7%
KA
137
Kovack Advisors
Florida
$985K +$67K +1,555 +7%
Mariner
138
Mariner
Kansas
$985K +$965K +22,398 New
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$935K +$31.4K +730 +4%
CA
140
Continuum Advisory
Idaho
$934K +$574K +13,331 +156%
CF
141
Centaurus Financial
California
$926K +$515K +11,962 +131%
PWP
142
Principle Wealth Partners
Connecticut
$920K +$217K +5,038 +32%
HW
143
Hancock Whitney
Mississippi
$906K
PIA
144
Powell Investment Advisors
Florida
$894K +$12.6K +293 +1%
MSFS
145
Main Street Financial Solutions
Pennsylvania
$868K +$148K +3,430 +21%
DWM
146
Doyle Wealth Management
Florida
$850K +$87.4K +2,029 +12%
HAS
147
HBW Advisory Services
California
$836K -$84.8K -1,968 -9%
LA
148
LexAurum Advisors
Kansas
$816K -$71.3K -1,656 -8%
MCC
149
Money Concepts Capital
Florida
$806K +$782K +18,143 +9,117%
CP
150
Castleview Partners
Texas
$801K -$32.5M -753,422 -98%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.