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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.5M -$30.8K -680 -2%
FTUS
127
Flow Traders U.S.
New York
$1.49M +$179K +3,938 +13%
TCM
128
Towercrest Capital Management
Pennsylvania
$1.45M -$106K -2,343 -7%
QC
129
Quadrature Capital
United Kingdom
$1.41M +$1.48M +32,727 New
SPIA
130
Steward Partners Investment Advisory
New York
$1.37M -$12.2K -269 -0.8%
EWA
131
EverSource Wealth Advisors
Alabama
$1.36M +$1.41M +31,110 +8,889%
CWMGP
132
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.35M +$33K +728 +2%
SWA
133
Sax Wealth Advisors
New Jersey
$1.35M -$118K -2,601 -8%
RFA
134
Rollins Financial Advisors
New York
$1.32M +$1.14M +25,074 +454%
KWM
135
Kingsview Wealth Management
Oregon
$1.32M +$488K +10,753 +55%
BW
136
Bison Wealth
Georgia
$1.31M +$6.4K +141 +0.5%
SWP
137
Stratos Wealth Partners
Ohio
$1.31M -$38.1K -840 -3%
CAGAS
138
Capital Advisory Group Advisory Services
Minnesota
$1.28M -$59K -1,300 -4%
1WM
139
1900 Wealth Management
Texas
$1.27M -$119K -2,618 -8%
AWMG
140
Alliance Wealth Management Group
New Jersey
$1.27M -$101K -2,228 -7%
JWS
141
Juncture Wealth Strategies
Arizona
$1.26M +$18K +397 +1%
AWA
142
Arete Wealth Advisors
Illinois
$1.24M +$713K +15,708 +121%
HAS
143
HBW Advisory Services
California
$1.23M +$27.9K +615 +2%
SG
144
Stanich Group
New York
$1.22M +$1.28M +28,247 New
IA
145
Insight Advisors
Pennsylvania
$1.2M -$27.5K -607 -2%
SFC
146
Strategic Financial Concepts
Texas
$1.18M +$975K +21,484 +376%
SPW
147
Sonoma Private Wealth
California
$1.17M -$193K -4,252 -14%
AWM
148
Austin Wealth Management
Texas
$1.15M +$1.09K +24 +0.1%
CCB
149
Country Club Bank
Missouri
$1.11M +$1.17M +25,896 New
AWS
150
Atria Wealth Solutions
New York
$1.11M -$239K -5,258 -17%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.