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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.29M

32% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 137

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

1% more funds holding

Funds holding: 456461 (+5)

0% less capital invested

Capital invested by funds: $2.02B → $2.01B (-$973K)

1.14% less ownership

Funds ownership: 30.3%29.16% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
461
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
50
Increased
181
Reduced
137
Closed
39
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$1.11M -$4.13K -94 -0.4%
Bank Julius Baer & Co
152
Bank Julius Baer & Co
Switzerland
$1.1M +$102K +2,327 +10%
CIG
153
Cascade Investment Group
Colorado
$1.09M +$49.2K +1,120 +5%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$1.08M -$234K -5,326 -18%
MCM
155
MAI Capital Management
Ohio
$1.07M
APA
156
Astoria Portfolio Advisors
New York
$1.07M +$97.4K +2,215 +9%
RMAM
157
Raab & Moskowitz Asset Management
New Jersey
$1.07M +$74.7K +1,700 +8%
CWMGP
158
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M -$320K -7,276 -23%
MWM
159
MGB Wealth Management
Texas
$1.03M +$103K +2,336 +11%
LA
160
LexAurum Advisors
Kansas
$1.03M +$7.43K +169 +0.7%
SWP
161
Stratos Wealth Partners
Ohio
$1.02M -$321K -7,306 -24%
AWA
162
Arete Wealth Advisors
Illinois
$986K -$280K -6,360 -22%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$979K +$572K +13,019 +139%
TC
164
TownSquare Capital
Utah
$960K +$954K +21,693 New
KWA
165
Kingswood Wealth Advisors
California
$942K -$915K -20,825 -49%
CI
166
CX Institutional
Indiana
$919K +$866K +19,691 +1,837%
KA
167
Kovack Advisors
Florida
$916K +$135K +3,064 +17%
MSFS
168
Main Street Financial Solutions
Pennsylvania
$905K +$478K +10,865 +113%
GIA
169
Gladstone Institutional Advisory
Florida
$901K +$242K +5,509 +37%
AWM
170
Atticus Wealth Management
Florida
$901K +$895K +20,360 New
CW
171
Code Waechter
Florida
$898K
SOS
172
Silver Oak Securities
Tennessee
$890K -$76.7K -1,746 -8%
CA
173
Cambridge Advisors
Nebraska
$887K
TCM
174
TruNorth Capital Management
Michigan
$885K
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$824K -$12.7K -290 -2%

SPYD Hedge Fund Activity: Q1 2025 in Review

461 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2025, worth a combined $2.01B — down 0.05% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPYD positions and 39 closed out — a net gain of 11 holders — while 181 added to existing stakes and 137 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Auto-Owners Insurance, cutting an estimated $89.6M.

  • 461 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $2.01B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2025, down 0.05% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2025 and 39 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2025 was Wells Fargo, an estimated $20.2M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2025.