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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
151
Andesa Financial Management
Pennsylvania
$593K
MIAN
152
Mariner Independent Advisor Network
Kansas
$571K -$63K -1,544 -10%
CCM
153
Crabel Capital Management
California
$568K +$552K +13,518 New
BRWA
154
B. Riley Wealth Advisors
Florida
$565K +$210K +5,136 +62%
MCCP
155
Mission Creek Capital Partners
California
$564K -$25.2K -618 -4%
VPW
156
Vericrest Private Wealth
Pennsylvania
$556K +$539K +13,215 New
TCMP
157
Thrive Capital Management (Pennsylvania)
Pennsylvania
$543K -$239K -5,847 -31%
AAS
158
Ameritas Advisory Services
Nebraska
$542K +$526K +12,885 New
Citadel Advisors
159
Citadel Advisors
Florida
$520K +$505K +12,366 New
TSS
160
Two Sigma Securities
New York
$514K +$251K +6,150 +101%
IHWM
161
Iron Horse Wealth Management
Iowa
$500K -$3.75K -92 -0.8%
NFG
162
Norris Financial Group
South Carolina
$489K
EGWAG
163
Elwood & Goetz Wealth Advisory Group
Georgia
$487K
VWA
164
V Wealth Advisors
Kansas
$486K
SFM
165
Signet Financial Management
New Jersey
$476K -$107K -2,615 -19%
EWM
166
Evercore Wealth Management
New York
$476K
Wealthfront Advisers
167
Wealthfront Advisers
California
$476K +$197K +4,833 +74%
LFAS
168
Level Four Advisory Services
Texas
$474K -$30.8K -754 -6%
APA
169
American Portfolios Advisors
New York
$463K +$8.16K +200 +2%
FHA
170
Flagship Harbor Advisors
Massachusetts
$458K -$1.06M -25,968 -70%
SFG
171
StrategIQ Financial Group
Indiana
$457K -$9.91K -243 -2%
CFA
172
Camarda Financial Advisors
Florida
$448K +$435K +10,654 New
IAN
173
Integrated Advisors Network
Texas
$437K -$44.6K -1,094 -10%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$427K +$127K +3,120 +44%
KWM
175
Kingsview Wealth Management
Oregon
$416K +$61.9K +1,518 +18%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.