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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Continuum Advisory
Idaho
$1.51M +$287K +7,121 +20%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$4.59K -114 -0.3%
TCM
128
Towercrest Capital Management
Pennsylvania
$1.5M -$423K -10,511 -20%
MFG
129
Merit Financial Group
Georgia
$1.5M -$549K -13,645 -24%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$1.49M -$305K -7,573 -15%
AWS
131
Atria Wealth Solutions
New York
$1.47M +$237K +5,875 +16%
AWM
132
AE Wealth Management
Kansas
$1.42M -$88.2K -2,191 -5%
SXL
133
Summit X LLC
Missouri
$1.41M +$95.6K +2,373 +6%
FTUS
134
Flow Traders U.S.
New York
$1.41M +$1.6M +39,843 New
TSS
135
Two Sigma Securities
New York
$1.41M +$1.21M +30,070 +316%
SI
136
Stephens Inc
Arkansas
$1.39M +$4.11K +102 +0.3%
ASN
137
Advisory Services Network
Georgia
$1.32M -$25.6K -636 -2%
GVAG
138
Great Valley Advisor Group
Delaware
$1.3M +$1.07M +26,605 +265%
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$1.28M +$456K +11,316 +45%
SWM
140
Selective Wealth Management
Virginia
$1.27M -$118K -2,939 -8%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$1.27M +$298K +7,395 +26%
PWG
142
Private Wealth Group
Florida
$1.27M -$8.78K -218 -0.6%
GWM
143
Geneos Wealth Management
Colorado
$1.25M +$97.1K +2,411 +7%
HF
144
HRT Financial
New York
$1.24M +$1.41M +35,077 New
BIM
145
Bridgecreek Investment Management
Oklahoma
$1.24M
IA
146
IFG Advisory
Georgia
$1.2M +$6.48K +161 +0.5%
SWA
147
Sax Wealth Advisors
New Jersey
$1.16M +$159K +3,945 +14%
EGA
148
Eagle Global Advisors
Texas
$1.14M +$177K +4,400 +16%
DAS
149
Dynamic Advisor Solutions
Arizona
$1.13M +$261K +6,484 +25%
FIM
150
Freedom Investment Management
Connecticut
$1.11M +$461K +11,457 +58%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.