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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
151
High Net Worth Advisory Group
Florida
$794K
VFA
152
Valeo Financial Advisors
Indiana
$787K +$40.8K +946 +6%
BCM
153
Brookstone Capital Management
Illinois
$771K +$3.4K +79 +0.5%
FWM
154
Focused Wealth Management
New York
$767K -$38.9K -902 -5%
WA
155
WESPAC Advisors
California
$766K -$429K -9,959 -36%
VPW
156
Vericrest Private Wealth
Pennsylvania
$745K +$160K +3,725 +28%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$743K +$291K +6,751 +66%
BWM
158
BerganKDV Wealth Management
Minnesota
$740K -$180K -4,175 -20%
B
159
Bellecapital
Switzerland
$724K +$710K +16,483 New
AAS
160
Ameritas Advisory Services
Nebraska
$713K +$144K +3,335 +26%
RMAM
161
Raab & Moskowitz Asset Management
New Jersey
$712K -$7.24K -168 -1%
CWM
162
Cornerstone Wealth Management
Missouri
$706K -$98.3K -2,281 -12%
NFG
163
Norris Financial Group
South Carolina
$700K +$185K +4,300 +37%
MGIA
164
Moneta Group Investment Advisors
Missouri
$699K +$775 +18 +0.1%
SCFS
165
S.C. Financial Services
Arizona
$698K +$9.13K +212 +1%
MIAN
166
Mariner Independent Advisor Network
Kansas
$691K +$95.1K +2,207 +16%
BB
167
Berkshire Bank
Massachusetts
$688K +$271K +6,283 +67%
USCWA
168
U.S. Capital Wealth Advisors
Texas
$685K -$23.8K -553 -3%
LA
169
Latitude Advisors
Florida
$685K +$379K +8,801 +130%
DBIA
170
Dumont & Blake Investment Advisors
New Jersey
$681K +$668K +15,499 New
YIH
171
Y-Intercept (HK)
Hong Kong
$638K -$234K -5,425 -27%
APA
172
American Portfolios Advisors
New York
$638K +$151K +3,505 +32%
BRWA
173
B. Riley Wealth Advisors
Florida
$627K +$36.7K +853 +6%
OPS
174
Orion Portfolio Solutions
Nebraska
$626K -$79.9K -1,854 -12%
AFM
175
Andesa Financial Management
Pennsylvania
$620K

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.