We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
Flagship Harbor Advisors
Massachusetts
$603K +$122K +2,835 +26%
KCIA
177
Kingsbury Capital Investment Advisors
Illinois
$601K +$589K +13,666 New
LFAS
178
Level Four Advisory Services
Texas
$594K +$96.9K +2,250 +20%
MCCP
179
Mission Creek Capital Partners
California
$591K +$1.08K +25 +0.2%
CFA
180
Camarda Financial Advisors
Florida
$589K +$118K +2,748 +26%
NRI
181
NFP Retirement Inc
California
$589K -$71.5K -1,660 -11%
SFM
182
Signet Financial Management
New Jersey
$586K +$86.5K +2,007 +18%
IA
183
IFP Advisors
Florida
$553K +$548K +12,724 +289%
SMA
184
Sage Mountain Advisors
Georgia
$541K -$1.07M -24,931 -67%
AWM
185
Axxcess Wealth Management
California
$528K +$518K +12,017 New
IHWM
186
Iron Horse Wealth Management
Iowa
$523K -$474 -11 -0.1%
EGWAG
187
Elwood & Goetz Wealth Advisory Group
Georgia
$509K
VWA
188
V Wealth Advisors
Kansas
$507K
SXL
189
Summit X LLC
Missouri
$507K +$502K +11,651 New
EWM
190
Evercore Wealth Management
New York
$498K
RFA
191
Resurgent Financial Advisors
Georgia
$494K +$485K +11,250 New
SFG
192
StrategIQ Financial Group
Indiana
$477K
WF
193
Wayfinding Financial
Washington
$460K +$29.8K +691 +7%
SFG
194
Sovereign Financial Group
Connecticut
$460K +$195K +4,517 +76%
JWM
195
JFG Wealth Management
Colorado
$459K +$450K +10,450 New
TCMP
196
Thrive Capital Management (Pennsylvania)
Pennsylvania
$453K -$112K -2,594 -20%
CG
197
Cutler Group
California
$452K +$265K +6,160 +149%
MWM
198
Meridian Wealth Management
Kentucky
$446K +$87.9K +2,040 +25%
NFSG
199
Newbridge Financial Services Group
Florida
$443K +$44.6K +1,035 +11%
AAS
200
Avantax Advisory Services
Texas
$442K +$22.8K +529 +6%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.