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State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LBMC Investment Advisors
Tennessee
$928K
DACG
177
Donor Advised Charitable Giving
California
$924K
TCPWM
178
Traverso Chambers Private Wealth Management
California
$916K +$719 +18 +0.1%
VWA
179
Visionary Wealth Advisors
Illinois
$909K +$956K +23,918 New
HAS
180
HBW Advisory Services
California
$907K +$166K +4,144 +21%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$902K +$120K +2,997 +14%
MWM
182
Mission Wealth Management
California
$900K +$947K +23,697 New
B
183
Bellecapital
Switzerland
$891K +$119K +2,979 +15%
BB
184
Bell Bank
North Dakota
$890K -$19.4M -485,643 -95%
OC
185
Oarsman Capital
Wisconsin
$883K -$854K -21,370 -48%
LC
186
Lindbrook Capital
California
$869K -$48K -1,200 -5%
CIG
187
Cascade Investment Group
Colorado
$868K +$43.1K +1,078 +5%
AWMG
188
Alliance Wealth Management Group
New Jersey
$854K -$49.4K -1,237 -5%
KA
189
Kovack Advisors
Florida
$840K -$8.91K -223 -1%
TYCC
190
Texas Yale Capital Corp
Florida
$827K
DC
191
Davenport & Co
Virginia
$827K +$185K +4,620 +27%
BCM
192
Brookstone Capital Management
Illinois
$818K -$7.83K -196 -0.9%
SS
193
Simplicity Solutions
Minnesota
$795K +$836K +20,925 New
MA
194
Mutual Advisors
Nebraska
$794K +$9.63K +241 +1%
VFA
195
Valeo Financial Advisors
Indiana
$779K -$43.1K -1,078 -5%
ML
196
McAdam LLC
Pennsylvania
$777K +$524K +13,105 +179%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$776K +$679 +17 +0.1%
SWM
198
Spire Wealth Management
Virginia
$757K +$520K +13,014 +188%
HW
199
Hancock Whitney
Mississippi
$757K
CFGS
200
Concourse Financial Group Securities
Alabama
$744K +$36.8K +921 +5%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.