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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$415K +$150K +3,670 +59%
WAAG
177
Wealth Alliance Advisory Group
Kansas
$413K
WF
178
Wayfinding Financial
Washington
$413K +$401K +9,826 New
DI
179
DFPG Investments
Utah
$412K
CB
180
Cadence Bank
Mississippi
$409K
HFS
181
Howard Financial Services
Texas
$408K +$1.22K +30 +0.3%
ARC
182
Advisor Resource Council
Texas
$404K +$392K +9,605 New
AAS
183
Avantax Advisory Services
Texas
$401K -$152K -3,724 -28%
CAL
184
Capital Analysts LLC
Pennsylvania
$399K +$110K +2,702 +40%
CAAS
185
Capital Asset Advisory Services
Michigan
$397K
BB
186
Berkshire Bank
Massachusetts
$394K +$65.5K +1,605 +21%
FA
187
Flagstar Advisors
New York
$392K +$381K +9,329 New
CF
188
Centaurus Financial
California
$383K +$734 +18 +0.2%
NFSG
189
Newbridge Financial Services Group
Florida
$380K -$15.9K -390 -4%
DADC
190
D.A. Davidson & Co
Montana
$373K +$19.7K +482 +6%
NAM
191
NTV Asset Management
West Virginia
$367K +$41 +1 +0%
WANY
192
Wealthspire Advisors (New York)
New York
$365K -$2.01M -49,327 -85%
CA
193
Continuum Advisory
Idaho
$359K
IWA
194
Intercontinental Wealth Advisors
Texas
$355K +$32.6K +800 +10%
NAS
195
Nicolet Advisory Services
Wisconsin
$351K +$41.5K +1,018 +14%
UWM
196
USAdvisors Wealth Management
Minnesota
$347K -$11.5K -282 -3%
AIP
197
Ahrens Investment Partners
Louisiana
$346K -$14.5K -356 -4%
BWL
198
Bogart Wealth LLC
Virginia
$341K
MWM
199
Meridian Wealth Management
Kentucky
$341K +$331K +8,104 New
AWE
200
Avidian Wealth Enterprises
Texas
$333K +$62.2K +1,524 +24%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.