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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
151
Cascade Investment Group
Colorado
$1.16M +$20.4K +465 +2%
MW
152
MBL Wealth
North Carolina
$1.14M
AWM
153
Austin Wealth Management
Texas
$1.13M +$77.6K +1,769 +7%
SG
154
Stanich Group
New York
$1.12M +$92.2K +2,103 +9%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$1.11M -$67.2K -1,533 -6%
VFA
156
Valeo Financial Advisors
Indiana
$1.1M +$1.62K +37 +0.1%
CWMGP
157
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.1M +$15.3K +348 +1%
MCM
158
MAI Capital Management
Ohio
$1.07M +$4.17K +95 +0.4%
AWA
159
Arete Wealth Advisors
Illinois
$1.07M +$66.5K +1,517 +7%
GWMR
160
GC Wealth Management RIA
Massachusetts
$1.04M +$513K +11,691 +99%
LFAS
161
Level Four Advisory Services
Texas
$1.02M +$641K +14,624 +169%
HFA
162
Hutchinson Financial Advisors
Virginia
$1.01M -$190K -4,324 -16%
RFA
163
Rollins Financial Advisors
New York
$1.01M -$723K -16,498 -42%
CF
164
Collier Financial
Colorado
$994K +$991K +22,602 New
MSFS
165
Main Street Financial Solutions
Pennsylvania
$994K +$69.7K +1,589 +8%
NFT
166
Nan Fung Trinity
Hong Kong
$981K +$978K +22,300 New
MWM
167
MGB Wealth Management
Texas
$973K -$17.3K -395 -2%
FIC
168
FCG Investment Company
Tennessee
$962K
KWA
169
Kingswood Wealth Advisors
California
$955K +$191K +4,356 +25%
SWP
170
Stratos Wealth Partners
Ohio
$953K -$54.9K -1,252 -5%
RWP
171
Ridgecrest Wealth Partners
California
$938K +$159K +3,615 +20%
P
172
&Partners
Tennessee
$935K -$2.21M -50,376 -70%
SOS
173
Silver Oak Securities
Tennessee
$917K +$28.3K +646 +3%
PWP
174
Principle Wealth Partners
Connecticut
$909K
AWM
175
Atticus Wealth Management
Florida
$902K +$3.11K +71 +0.3%

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.