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State Street SPDR Portfolio S&P 500 High Dividend ETF

422 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $997K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 121

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 384422 (+38)

0% less capital invested

Capital invested by funds: $3.32B → $3.31B (-$6.81M)

4.49% less ownership

Funds ownership: 47.9%43.41% (-4.5%)

Holders
422
Holders Change
+38
Holders Change %
+9.9%
% of All Funds
6.78%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.43%
New
70
Increased
171
Reduced
121
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$1.39M +$359K +9,175 +35%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.37M -$57.3K -1,465 -4%
SWA
153
Sax Wealth Advisors
New Jersey
$1.37M +$72K +1,840 +6%
TPW
154
Tiller Private Wealth
Pennsylvania
$1.37M -$703K -17,983 -34%
EGA
155
Eagle Global Advisors
Texas
$1.32M +$39.1K +1,000 +3%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$1.31M +$1.29M +33,000 New
BB
157
Berkshire Bank
Massachusetts
$1.27M +$248K +6,337 +25%
CAL
158
Capital Analysts LLC
Pennsylvania
$1.23M -$458K -11,709 -27%
AAS
159
Avantax Advisory Services
Texas
$1.18M +$12.5K +319 +1%
FIM
160
Freedom Investment Management
Connecticut
$1.16M -$72.8K -1,861 -6%
TCM
161
Traynor Capital Management
Pennsylvania
$1.1M -$91.8K -2,346 -8%
SPC
162
Sigma Planning Corp
Michigan
$1.09M +$1.08M +27,514 New
ASN
163
Advisory Services Network
Georgia
$1.07M -$395K -10,092 -27%
TSS
164
Two Sigma Securities
New York
$1.05M -$507K -12,973 -33%
Jane Street
165
Jane Street
New York
$1.04M +$110K +2,819 +12%
FHA
166
Flagship Harbor Advisors
Massachusetts
$1.04M -$46.9K -1,200 -4%
GM
167
GeoWealth Management
Illinois
$1.04M +$1.02M +26,193 New
MW
168
MBL Wealth
North Carolina
$1.03M -$2.93K -75 -0.3%
DADC
169
D.A. Davidson & Co
Montana
$1M +$153K +3,900 +18%
State Farm Mutual Automobile Insurance
170
State Farm Mutual Automobile Insurance
Illinois
$990K
IA
171
Insight Advisors
Pennsylvania
$976K -$6.02K -154 -0.6%
PIA
172
Powell Investment Advisors
Florida
$969K +$12K +307 +1%
LIA
173
LBMC Investment Advisors
Tennessee
$967K +$955K +24,426 New
EWA
174
EP Wealth Advisors
California
$965K +$953K +24,372 New
DACG
175
Donor Advised Charitable Giving
California
$963K

SPYD Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2022, worth a combined $3.31B — down 0.21% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SPYD positions and 21 closed out — a net gain of 49 holders — while 171 added to existing stakes and 121 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $58.7M. The largest seller was First Command Advisory Services, cutting an estimated $423M.

  • 422 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2022, up from 384 in Q3 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2022, down 0.21% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2022 and 21 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2022 was Proquility Private Wealth Partners, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2022 was First Command Advisory Services, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2022.