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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Meridian Wealth Management
Kentucky
$1.11M +$181 +4 +0%
RFN
152
RDA Financial Network
Iowa
$1.1M -$1.17M -25,802 -50%
VFA
153
Valeo Financial Advisors
Indiana
$1.08M +$120K +2,655 +12%
HI
154
Harbour Investments
Wisconsin
$1.08M -$34.8K -767 -3%
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$1.07M +$70.4K +1,553 +7%
ZI
156
ZEGA Investments
Florida
$1.07M +$1.1M +24,353 New
AAS
157
Avantax Advisory Services
Texas
$1.07M -$4.4K -97 -0.4%
MW
158
MBL Wealth
North Carolina
$1.06M
MCM
159
MAI Capital Management
Ohio
$1.05M +$1.13K +25 +0.1%
CIG
160
Cascade Investment Group
Colorado
$1.02M +$7.12K +157 +0.7%
APA
161
Astoria Portfolio Advisors
New York
$1.02M +$493K +10,860 +85%
SWMG
162
Signature Wealth Management Group
Georgia
$1M +$1.05M +23,228 New
LA
163
LexAurum Advisors
Kansas
$999K +$232K +5,110 +28%
CIA
164
Concurrent Investment Advisors
Florida
$996K +$110K +2,421 +12%
VAG
165
VisionPoint Advisory Group
Texas
$977K +$706K +15,553 +219%
RMAM
166
Raab & Moskowitz Asset Management
New Jersey
$971K +$250K +5,521 +33%
SOS
167
Silver Oak Securities
Tennessee
$950K +$169K +3,731 +20%
FIA
168
Foundations Investment Advisors
Arizona
$939K +$95.4K +2,103 +11%
Citigroup
169
Citigroup
New York
$937K -$3.15M -69,435 -76%
MWM
170
MGB Wealth Management
Texas
$909K +$15.5K +341 +2%
CW
171
Code Waechter
Florida
$877K
CA
172
Cambridge Advisors
Nebraska
$866K
TCM
173
TruNorth Capital Management
Michigan
$865K
IAA
174
Independent Advisor Alliance
North Carolina
$846K +$887K +19,562 New
BB
175
Berkshire Bank
Massachusetts
$832K +$9.93K +219 +1%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.