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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Mutual Advisors
Nebraska
$782K +$10.6K +262 +1%
DADC
177
D.A. Davidson & Co
Montana
$759K +$482K +11,976 +127%
IA
178
IFP Advisors
Florida
$755K +$251K +6,239 +36%
BCM
179
Brookstone Capital Management
Illinois
$746K -$38.6K -958 -4%
HNWAG
180
High Net Worth Advisory Group
Florida
$739K +$40.3K +1,002 +5%
IAN
181
Integrated Advisors Network
Texas
$736K +$44.3K +1,100 +6%
B
182
Bellecapital
Switzerland
$726K
ACM
183
Altrius Capital Management
North Carolina
$719K -$88.3K -2,193 -10%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$719K +$92.9K +2,307 +13%
TYCC
185
Texas Yale Capital Corp
Florida
$712K +$808K +20,075 New
HW
186
Hancock Whitney
Mississippi
$707K
5L
187
55I LLC
Massachusetts
$701K +$796K +19,760 New
HAS
188
HBW Advisory Services
California
$694K +$29.7K +737 +4%
VFA
189
Valeo Financial Advisors
Indiana
$686K +$121 +3 +0%
MIAN
190
Mariner Independent Advisor Network
Kansas
$674K +$124K +3,070 +19%
FFG
191
Ford Financial Group
California
$664K +$754K +18,721 New
LA
192
LexAurum Advisors
Kansas
$659K
SG
193
StoneX Group
New York
$653K +$742K +18,415 New
AIC
194
Ayalon Insurance Company
Israel
$643K -$479K -11,891 -40%
AAS
195
Ameritas Advisory Services
Nebraska
$624K +$29.5K +733 +4%
FI
196
Financial Insights
Washington
$617K +$219K +5,450 +46%
FWM
197
Focused Wealth Management
New York
$607K +$5.15K +128 +0.8%
MWM
198
Meridian Wealth Management
Kentucky
$604K +$147K +3,640 +27%
DBIA
199
Dumont & Blake Investment Advisors
New Jersey
$600K +$6.56K +163 +1%
Bank Julius Baer & Co
200
Bank Julius Baer & Co
Switzerland
$600K +$682K +16,929 New

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.