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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
126
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.23M +$18.4K +459 +2%
SPIA
127
Steward Partners Investment Advisory
New York
$1.21M -$201 -5 -0%
VFPW
128
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.21M -$160K -3,996 -12%
1WM
129
1900 Wealth Management
Texas
$1.2M -$5.58K -139 -0.5%
JWS
130
Juncture Wealth Strategies
Arizona
$1.2M +$4.89K +122 +0.4%
PFS
131
Prospera Financial Services
Texas
$1.16M -$553K -13,777 -32%
IA
132
Insight Advisors
Pennsylvania
$1.13M +$36.8K +917 +3%
BCV
133
Banque Cantonale Vaudoise
Switzerland
$1.12M +$553K +13,790 +98%
HAS
134
HBW Advisory Services
California
$1.1M +$91.3K +2,275 +9%
RIA
135
Regal Investment Advisors
Michigan
$1.1M +$167K +4,174 +18%
CW
136
CreativeOne Wealth
Kansas
$1.09M -$457K -11,384 -30%
AAS
137
Avantax Advisory Services
Texas
$1.07M -$8.06K -201 -0.8%
SWP
138
Stratos Wealth Partners
Ohio
$1.04M +$57.7K +1,439 +6%
OMC
139
Old Mission Capital
Illinois
$1.04M +$1.03M +25,798 New
AWM
140
Austin Wealth Management
Texas
$1.04M +$22.2K +553 +2%
HI
141
Harbour Investments
Wisconsin
$1.03M +$33.4K +832 +3%
EWA
142
EP Wealth Advisors
California
$1.03M -$79.5K -1,982 -7%
State Farm Mutual Automobile Insurance
143
State Farm Mutual Automobile Insurance
Illinois
$1.01M
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$999K -$2.82M -70,258 -74%
MW
145
MBL Wealth
North Carolina
$986K
MCM
146
MAI Capital Management
Ohio
$969K
CIG
147
Cascade Investment Group
Colorado
$930K -$12K -298 -1%
MWM
148
Meridian Wealth Management
Kentucky
$901K +$898K +22,385 New
VFA
149
Valeo Financial Advisors
Indiana
$893K +$9.19K +229 +1%
KBFS
150
Kohmann Bosshard Financial Services
Ohio
$886K -$40 -1 -0%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.