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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$1.43M +$574K +13,353 +60%
AWS
127
Atria Wealth Solutions
New York
$1.42M +$23.4K +544 +2%
CA
128
Continuum Advisory
Idaho
$1.42M +$588K +13,684 +63%
BIM
129
Bridgecreek Investment Management
Oklahoma
$1.4M +$430K +10,000 +40%
IA
130
IFG Advisory
Georgia
$1.35M +$12.2K +284 +0.8%
GWM
131
Geneos Wealth Management
Colorado
$1.33M +$190K +4,427 +16%
CA
132
Cetera Advisors
Colorado
$1.33M +$463K +10,771 +48%
PFS
133
Prospera Financial Services
Texas
$1.32M -$173K -4,015 -11%
QA
134
Quantitative Advantage
Minnesota
$1.32M +$1.43M +33,150 New
NL
135
NWAM LLC
Washington
$1.28M +$1.09M +25,230 +356%
UFF
136
USA Financial Formulas
Michigan
$1.27M +$1.37M +31,814 New
AIC
137
Ayalon Insurance Company
Israel
$1.2M +$220K +5,112 +21%
CAL
138
Capital Analysts LLC
Pennsylvania
$1.19M +$146K +3,392 +13%
AAS
139
Avantax Advisory Services
Texas
$1.19M +$845K +19,646 +195%
AWMG
140
Alliance Wealth Management Group
New Jersey
$1.18M +$156K +3,638 +14%
SWA
141
Sax Wealth Advisors
New Jersey
$1.15M +$211K +4,900 +20%
TCM
142
Traynor Capital Management
Pennsylvania
$1.15M -$12.3K -286 -1%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$1.14M +$377K +8,768 +44%
EGA
144
Eagle Global Advisors
Texas
$1.11M +$126K +2,925 +12%
SAM
145
Smithbridge Asset Management
Pennsylvania
$1.03M +$1.11M +25,849 New
DAS
146
Dynamic Advisor Solutions
Arizona
$1.02M -$379K -8,823 -26%
State Farm Mutual Automobile Insurance
147
State Farm Mutual Automobile Insurance
Illinois
$998K
IA
148
Insight Advisors
Pennsylvania
$995K -$11.1K -258 -1%
KBFS
149
Kohmann Bosshard Financial Services
Ohio
$993K +$154K +3,590 +17%
LC
150
Lindbrook Capital
California
$961K

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.