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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
151
Householder Group Estate & Retirement Specialist
Arizona
$859K -$307K -7,660 -26%
MSFS
152
Main Street Financial Solutions
Pennsylvania
$854K -$11.5K -287 -1%
Comerica Bank
153
Comerica Bank
Texas
$853K +$441K +10,985 +107%
CIA
154
Concurrent Investment Advisors
Florida
$829K +$1.8K +45 +0.2%
SFC
155
Strategic Financial Concepts
Texas
$826K +$9.13M +227,560 +891%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$819K -$750K -18,703 -48%
OIA
157
OneDigital Investment Advisors
Kansas
$813K +$106K +2,645 +15%
MWM
158
MGB Wealth Management
Texas
$811K -$1.04K -26 -0.1%
IWA
159
Invera Wealth Advisors
Oregon
$808K -$15.6K -390 -2%
CA
160
Cambridge Advisors
Nebraska
$806K +$8.62K +215 +1%
TCM
161
TruNorth Capital Management
Michigan
$804K
BRWA
162
B. Riley Wealth Advisors
Florida
$792K -$1.5M -37,448 -66%
LA
163
LexAurum Advisors
Kansas
$788K +$30K +748 +4%
FIA
164
Foundations Investment Advisors
Arizona
$786K +$5.58K +139 +0.7%
KWM
165
Kingsview Wealth Management
Oregon
$775K +$8.42K +210 +1%
BB
166
Berkshire Bank
Massachusetts
$765K -$63.4K -1,581 -8%
SWM
167
Selective Wealth Management
Virginia
$764K +$24.8K +618 +3%
OFS
168
OneAscent Financial Services
Alabama
$762K -$76K -1,895 -9%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$750K +$18.6K +464 +3%
HW
170
Hancock Whitney
Mississippi
$711K
TPW
171
Tiller Private Wealth
Pennsylvania
$696K -$24.7K -615 -3%
TCMP
172
Thrive Capital Management (Pennsylvania)
Pennsylvania
$685K +$683K +17,029 New
AWA
173
Arete Wealth Advisors
Illinois
$656K -$44.1K -1,100 -6%
PWP
174
Pursue Wealth Partners
California
$648K +$646K +16,097 New
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$646K -$10K -250 -2%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.