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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
151
Traverso Chambers Private Wealth Management
California
$960K +$731 +17 +0.1%
PIA
152
Powell Investment Advisors
Florida
$955K +$154K +3,589 +18%
BB
153
Berkshire Bank
Massachusetts
$949K +$349K +8,122 +52%
FTS
154
Fifth Third Securities
Ohio
$931K +$1M +23,323 New
IF
155
Intrua Financial
Texas
$922K +$728K +16,924 +274%
DACG
156
Donor Advised Charitable Giving
California
$919K
ACM
157
Altrius Capital Management
North Carolina
$896K +$966K +22,468 New
KA
158
Kovack Advisors
Florida
$895K +$129 +3 +0%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$889K -$1.33M -30,869 -58%
BCM
160
Brookstone Capital Management
Illinois
$876K +$194K +4,501 +26%
MA
161
Mutual Advisors
Nebraska
$870K -$37.8K -880 -4%
EF
162
Empowered Funds
Pennsylvania
$866K +$934K +21,708 New
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$852K +$721K +16,770 +367%
BAM
164
Belpointe Asset Management
Nevada
$836K +$780K +18,148 +645%
BB
165
Bell Bank
North Dakota
$829K -$1.17M -27,302 -57%
OC
166
Oppenheimer & Co
New York
$820K +$883K +20,537 New
B
167
Bellecapital
Switzerland
$816K +$171K +3,973 +24%
ACM
168
AlphaStar Capital Management
North Carolina
$798K +$860K +19,990 New
HW
169
Hancock Whitney
Mississippi
$795K -$30K -698 -3%
HNWAG
170
High Net Worth Advisory Group
Florida
$791K +$75.4K +1,753 +10%
FIM
171
Freedom Investment Management
Connecticut
$789K -$822K -19,116 -49%
IAN
172
Integrated Advisors Network
Texas
$784K +$435K +10,119 +106%
PWP
173
Principle Wealth Partners
Connecticut
$778K -$61.5K -1,429 -7%
ARC
174
Advisor Resource Council
Texas
$776K +$836K +19,442 New
VFA
175
Valeo Financial Advisors
Indiana
$772K +$61.6K +1,433 +8%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.