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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82M +$68K +1,703 +4%
CA
127
Continuum Advisory
Idaho
$1.78M +$198K +4,961 +12%
SPIA
128
Steward Partners Investment Advisory
New York
$1.75M -$544K -13,618 -23%
AWS
129
Atria Wealth Solutions
New York
$1.74M +$48.6K +1,217 +3%
RF
130
Rollins Financial
Georgia
$1.73M -$264K -6,612 -13%
WAS
131
Wealth Advisory Solutions
Indiana
$1.72M -$86.6K -2,168 -5%
SWP
132
Stratos Wealth Partners
Ohio
$1.67M -$488K -12,212 -22%
IF
133
Intrua Financial
Texas
$1.65M -$47.2K -1,181 -3%
VWA
134
V Wealth Advisors
Kansas
$1.62M +$1.27M +31,669 +287%
EFS
135
Econ Financial Services
Pennsylvania
$1.61M +$1.7M +42,470 New
TCM
136
Towercrest Capital Management
Pennsylvania
$1.59M -$78.6K -1,966 -4%
IA
137
IFG Advisory
Georgia
$1.55M +$136K +3,397 +9%
CAL
138
Capital Analysts LLC
Pennsylvania
$1.54M +$383K +9,585 +31%
AWM
139
AE Wealth Management
Kansas
$1.54M -$158K -3,946 -9%
GVAG
140
Great Valley Advisor Group
Delaware
$1.49M +$101K +2,534 +7%
FLA
141
Financial Life Advisors
Texas
$1.47M -$23.5K -587 -1%
HF
142
HRT Financial
New York
$1.46M +$1.54M +38,548 New
EE
143
EWG Elevate
California
$1.45M -$50.8K -1,271 -3%
BC
144
Brio Consultants
California
$1.43M -$38.3K -958 -2%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$1.4M -$5.07M -126,776 -78%
Prudential Financial
146
Prudential Financial
New Jersey
$1.37M -$251K -6,292 -15%
PWG
147
Private Wealth Group
Florida
$1.36M
SI
148
Stephens Inc
Arkansas
$1.35M +$80 +2 +0%
BB
149
Berkshire Bank
Massachusetts
$1.34M +$132K +3,296 +10%
Citigroup
150
Citigroup
New York
$1.34M +$8.15K +204 +0.6%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.