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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$1.45M -$326K -7,496 -19%
AWMG
127
Alliance Wealth Management Group
New Jersey
$1.44M +$17K +391 +1%
SPW
128
Sonoma Private Wealth
California
$1.43M -$811K -18,667 -37%
SWP
129
Stratos Wealth Partners
Ohio
$1.42M +$230K +5,296 +20%
GVAG
130
Great Valley Advisor Group
Delaware
$1.42M -$58.5K -1,346 -4%
CAGAS
131
Capital Advisory Group Advisory Services
Minnesota
$1.41M -$165K -3,790 -11%
AWS
132
Atria Wealth Solutions
New York
$1.41M +$14K +322 +1%
FTUS
133
Flow Traders U.S.
New York
$1.4M -$1.36M -31,319 -51%
CWMGP
134
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.39M -$261 -6 -0%
BW
135
Bison Wealth
Georgia
$1.38M -$646K -14,883 -33%
JWS
136
Juncture Wealth Strategies
Arizona
$1.31M -$48.5K -1,116 -4%
KPWS
137
Kestra Private Wealth Services
Texas
$1.31M +$962K +22,161 +339%
IA
138
Insight Advisors
Pennsylvania
$1.3M +$19.2K +443 +2%
HAS
139
HBW Advisory Services
California
$1.27M +$19.5K +448 +2%
AWM
140
Austin Wealth Management
Texas
$1.18M +$46.9K +1,080 +4%
HI
141
Harbour Investments
Wisconsin
$1.17M -$1.56K -36 -0.1%
MWM
142
Meridian Wealth Management
Kentucky
$1.17M +$138K +3,173 +14%
VFPW
143
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.15M -$209K -4,823 -16%
AAS
144
Avantax Advisory Services
Texas
$1.13M -$75.2K -1,732 -7%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$1.13M -$403K -9,290 -31%
MW
146
MBL Wealth
North Carolina
$1.12M
MCM
147
MAI Capital Management
Ohio
$1.11M +$6.17K +142 +0.6%
TCMP
148
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.1M +$310K +7,146 +42%
IFG
149
Independent Financial Group
California
$1.08M +$613K +14,124 +149%
CIG
150
Cascade Investment Group
Colorado
$1.07M +$9.25K +213 +0.9%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.