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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
176
Pursue Wealth Partners
California
$735K
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$734K
GIA
178
Gladstone Institutional Advisory
Florida
$723K -$651 -15 -0.1%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$722K -$241K -5,542 -26%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$709K +$87.2K +2,007 +15%
DA
181
Detalus Advisors
Missouri
$707K -$6.47K -149 -1%
SC
182
Savant Capital
Illinois
$703K +$34.7K +799 +5%
IAN
183
Integrated Advisors Network
Texas
$691K -$3.65K -84 -0.6%
LMKC
184
L.M. Kohn & Company
Ohio
$686K +$6.95K +160 +1%
SWM
185
Spire Wealth Management
Virginia
$682K +$52.4K +1,207 +9%
FI
186
Financial Insights
Washington
$680K +$74.5K +1,715 +13%
MA
187
Mutual Advisors
Nebraska
$655K -$17.8K -410 -3%
PAS
188
Park Avenue Securities
New York
$647K +$55.6K +1,280 +10%
LC
189
Lindbrook Capital
California
$639K +$3.26K +75 +0.5%
GWMR
190
GC Wealth Management RIA
Massachusetts
$634K
FWM
191
Focused Wealth Management
New York
$632K -$34.9K -804 -5%
T
192
Tidemark
California
$628K -$6.64K -153 -1%
BWL
193
Bogart Wealth LLC
Virginia
$625K +$2.43K +56 +0.4%
NP
194
NorthRock Partners
Minnesota
$618K +$21K +483 +4%
FWA
195
FSC Wealth Advisors
New York
$617K +$22.5K +517 +4%
DC
196
Davenport & Co
Virginia
$609K -$31K -713 -5%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$605K +$174 +4 +0%
FHA
198
Flagship Harbor Advisors
Massachusetts
$594K -$3.02M -69,507 -84%
WJA
199
Willis Johnson & Associates
Texas
$593K -$75.7K -1,744 -12%
AWA
200
Arete Wealth Advisors
Illinois
$588K -$149K -3,438 -21%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.