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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
VPW
176
Vericrest Private Wealth
Pennsylvania
$766K +$96.5K +2,244 +13%
HAS
177
HBW Advisory Services
California
$751K -$8.77K -204 -1%
LA
178
LexAurum Advisors
Kansas
$741K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$717K +$46K +1,070 +6%
KCIA
180
Kingsbury Capital Investment Advisors
Illinois
$711K +$178K +4,141 +30%
VWM
181
Venturi Wealth Management
Texas
$683K +$487K +11,327 +196%
FWM
182
Focused Wealth Management
New York
$678K -$19.9K -462 -3%
AAS
183
Ameritas Advisory Services
Nebraska
$673K +$27.9K +649 +4%
RIA
184
Regal Investment Advisors
Michigan
$670K +$442K +10,269 +158%
DBIA
185
Dumont & Blake Investment Advisors
New Jersey
$668K +$53.8K +1,250 +8%
RF
186
Rollins Financial
Georgia
$650K +$700K +16,275 New
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$647K
DC
188
Davenport & Co
Virginia
$645K +$327K +7,604 +89%
Marshall Wace
189
Marshall Wace
United Kingdom
$642K +$692K +16,100 New
MIAN
190
Mariner Independent Advisor Network
Kansas
$637K +$8.39K +195 +1%
NFG
191
Norris Financial Group
South Carolina
$636K
Prudential Financial
192
Prudential Financial
New Jersey
$635K +$267K +6,219 +65%
DWM
193
Doyle Wealth Management
Florida
$629K -$154K -3,573 -18%
SMA
194
Sage Mountain Advisors
Georgia
$629K +$148K +3,441 +28%
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$623K +$672K +15,620 New
RFA
196
Resurgent Financial Advisors
Georgia
$617K +$181K +4,204 +37%
Citigroup
197
Citigroup
New York
$616K +$661K +15,364 +19,448%
CPC
198
Congress Park Capital
New York
$615K +$662K +15,399 New
APA
199
American Portfolios Advisors
New York
$585K +$6.62K +154 +1%
IWC
200
Integrated Wealth Concepts
Massachusetts
$575K +$351K +8,165 +131%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.