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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
176
Citadel Advisors
Florida
$822K +$862K +19,007 New
KBFS
177
Kohmann Bosshard Financial Services
Ohio
$818K -$141K -3,114 -14%
MAS
178
Meeder Advisory Services
Ohio
$804K +$844K +18,597 New
SWM
179
Selective Wealth Management
Virginia
$792K -$26.7K -589 -3%
FEG
180
Financial Enhancement Group
Indiana
$790K +$323K +7,129 +62%
OIA
181
OneDigital Investment Advisors
Kansas
$782K -$162K -3,565 -16%
OFS
182
OneAscent Financial Services
Alabama
$778K +$816K +17,997 New
HW
183
Hancock Whitney
Mississippi
$764K
CW
184
CreativeOne Wealth
Kansas
$764K -$840K -18,509 -51%
KA
185
Kovack Advisors
Florida
$763K +$374K +8,254 +88%
E
186
EntreWealth
Texas
$757K +$756K +16,662 New
TPW
187
Tiller Private Wealth
Pennsylvania
$709K -$39.9K -880 -5%
WI
188
WrapManager Inc
California
$703K +$737K +16,249 New
PWP
189
Pursue Wealth Partners
California
$696K
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$695K
LC
191
Lindbrook Capital
California
$688K +$86.8K +1,913 +14%
FI
192
Financial Insights
Washington
$685K +$43.1K +950 +6%
AAS
193
Ameritas Advisory Services
Nebraska
$684K -$29.5K -650 -4%
IAN
194
Integrated Advisors Network
Texas
$676K +$23K +506 +3%
WW
195
Winnow Wealth
Texas
$675K +$710K +15,650 New
PAS
196
Park Avenue Securities
New York
$669K +$58.7K +1,294 +9%
IFG
197
Independent Financial Group
California
$668K -$369K -8,139 -35%
BWL
198
Bogart Wealth LLC
Virginia
$665K +$76.3K +1,681 +12%
DC
199
Davenport & Co
Virginia
$662K +$88.8K +1,957 +15%
LMKC
200
L.M. Kohn & Company
Ohio
$660K +$11.5K +254 +2%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.