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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$1.02M +$10.4K +239 +1%
EGM
152
Engineers Gate Manager
New York
$1.02M -$1.02M -23,544 -51%
KBFS
153
Kohmann Bosshard Financial Services
Ohio
$1.01M
OIA
154
OneDigital Investment Advisors
Kansas
$988K +$62.3K +1,434 +7%
Comerica Bank
155
Comerica Bank
Texas
$966K -$1.95K -45 -0.2%
MSFS
156
Main Street Financial Solutions
Pennsylvania
$946K -$22.3K -514 -2%
MWM
157
MGB Wealth Management
Texas
$944K +$50.1K +1,153 +6%
CIA
158
Concurrent Investment Advisors
Florida
$941K +$782 +18 +0.1%
CW
159
Code Waechter
Florida
$926K +$881K +20,283 New
CA
160
Cambridge Advisors
Nebraska
$914K
TCM
161
TruNorth Capital Management
Michigan
$913K
KWM
162
Kingsview Wealth Management
Oregon
$898K +$18.2K +419 +2%
FIA
163
Foundations Investment Advisors
Arizona
$895K +$2.87K +66 +0.3%
RJT
164
Raymond James Trust
Florida
$885K +$174K +4,000 +26%
BB
165
Berkshire Bank
Massachusetts
$868K +$43 +1 +0%
SWM
166
Selective Wealth Management
Virginia
$851K +$304 +7 +0%
SOS
167
Silver Oak Securities
Tennessee
$834K +$487K +11,205 +157%
LA
168
LexAurum Advisors
Kansas
$822K -$68.9K -1,587 -8%
HW
169
Hancock Whitney
Mississippi
$807K
BRWA
170
B. Riley Wealth Advisors
Florida
$793K -$94.7K -2,181 -11%
OCM
171
One Capital Management
California
$791K +$752K +17,326 New
TPW
172
Tiller Private Wealth
Pennsylvania
$789K -$651 -15 -0.1%
RMAM
173
Raab & Moskowitz Asset Management
New Jersey
$773K +$167K +3,855 +29%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$763K -$83.4K -1,920 -10%
AAS
175
Ameritas Advisory Services
Nebraska
$752K +$84.9K +1,955 +13%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.