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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sax Wealth Advisors
New Jersey
$1.33M +$16.4K +410 +1%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.32M
EGA
153
Eagle Global Advisors
Texas
$1.26M -$4K -100 -0.3%
CA
154
Cetera Advisors
Colorado
$1.25M -$142K -3,550 -10%
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$1.25M +$352K +8,820 +37%
LNC
156
Lincoln National Corp
Pennsylvania
$1.23M +$866K +21,680 +205%
MPW
157
MGO Private Wealth
California
$1.22M -$1.02M -25,516 -44%
OP
158
ORG Partners
Indiana
$1.17M +$1.23M +30,839 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$1.15M +$1.21M +30,299 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$1.13M -$878K -21,981 -42%
RJT
161
Raymond James Trust
Florida
$1.11M +$501K +12,531 +75%
TPW
162
Tiller Private Wealth
Pennsylvania
$1.09M -$235K -5,892 -17%
AAS
163
Avantax Advisory Services
Texas
$1.07M -$63.9K -1,600 -5%
MWM
164
Meridian Wealth Management
Kentucky
$1.02M +$373K +9,335 +54%
SXL
165
Summit X LLC
Missouri
$990K -$457K -11,440 -31%
MW
166
MBL Wealth
North Carolina
$988K
TCM
167
Traynor Capital Management
Pennsylvania
$983K -$76.7K -1,919 -7%
FHA
168
Flagship Harbor Advisors
Massachusetts
$979K -$21.1K -528 -2%
OIA
169
OneDigital Investment Advisors
Kansas
$975K +$270K +6,754 +36%
IWA
170
Intercontinental Wealth Advisors
Texas
$959K +$608K +15,227 +152%
IA
171
Insight Advisors
Pennsylvania
$957K +$24.2K +606 +2%
State Farm Mutual Automobile Insurance
172
State Farm Mutual Automobile Insurance
Illinois
$950K
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$948K +$76.2K +1,907 +8%
HNWAG
174
High Net Worth Advisory Group
Florida
$943K +$155K +3,885 +19%
PIA
175
Powell Investment Advisors
Florida
$940K +$10.3K +257 +1%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.