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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
176
Gladstone Institutional Advisory
Florida
$638K +$57.3K +1,428 +10%
MA
177
Mutual Advisors
Nebraska
$633K -$87.2K -2,173 -13%
DA
178
Detalus Advisors
Missouri
$629K -$22.6K -564 -3%
MWM
179
Mission Wealth Management
California
$626K -$65.3K -1,627 -9%
RJT
180
Raymond James Trust
Florida
$619K -$37.3K -931 -6%
IAN
181
Integrated Advisors Network
Texas
$612K -$101K -2,507 -14%
LMKC
182
L.M. Kohn & Company
Ohio
$598K +$802 +20 +0.1%
WJA
183
Willis Johnson & Associates
Texas
$593K +$25.7K +640 +5%
PA
184
Parallel Advisors
California
$591K +$542K +13,508 +1,137%
FWM
185
Focused Wealth Management
New York
$590K -$20.3K -507 -3%
SC
186
Savant Capital
Illinois
$588K -$55.4K -1,381 -9%
AAS
187
Ameritas Advisory Services
Nebraska
$584K +$37.3K +930 +7%
DC
188
Davenport & Co
Virginia
$565K -$13.6K -338 -2%
MPW
189
MGO Private Wealth
California
$562K +$38.3K +954 +7%
LC
190
Lindbrook Capital
California
$560K -$5.42K -135 -1%
T
191
Tidemark
California
$559K -$35K -872 -6%
IWC
192
Integrated Wealth Concepts
Massachusetts
$559K +$243K +6,053 +77%
GWMR
193
GC Wealth Management RIA
Massachusetts
$558K
SWM
194
Spire Wealth Management
Virginia
$552K -$99K -2,468 -15%
BWL
195
Bogart Wealth LLC
Virginia
$548K +$2.65K +66 +0.5%
QPWM
196
Quadrant Private Wealth Management
Pennsylvania
$544K +$151K +3,753 +38%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$544K +$127K +3,168 +31%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$532K +$40 +1 +0%
FI
199
Financial Insights
Washington
$530K -$70.2K -1,750 -12%
APA
200
Astoria Portfolio Advisors
New York
$527K +$71.8K +1,789 +16%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.