We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
Financial Consulate
Maryland
$331K +$6.69K +164 +2%
MW
202
Milestone Wealth
New York
$331K +$321K +7,863 New
OIA
203
OneDigital Investment Advisors
Kansas
$329K +$2.9K +71 +0.9%
ISWM
204
Independent Solutions Wealth Management
New York
$325K -$3.31K -81 -1%
MSAM
205
Moloney Securities Asset Management
Missouri
$317K
NWA
206
Navis Wealth Advisors
New York
$315K
MWM
207
Minot Wealth Management
Massachusetts
$313K +$304K +7,450 New
ML
208
McAdam LLC
Pennsylvania
$309K +$299K +7,340 New
FA
209
FDx Advisors
Illinois
$307K -$204K -5,005 -41%
RJT
210
Raymond James Trust
Florida
$307K
SA
211
Stewardship Advisors
Pennsylvania
$303K -$530 -13 -0.2%
PAIM
212
Punch & Associates Investment Management
Minnesota
$300K
PFA
213
Pinnacle Family Advisors
Missouri
$294K
RIA
214
Realta Investment Advisors
Delaware
$293K +$284K +6,970 New
WKWM
215
Walter & Keenan Wealth Management
Indiana
$290K -$2.04K -50 -0.7%
LA
216
Latitude Advisors
Florida
$285K -$1.67K -41 -0.6%
LF
217
Lee Financial
Texas
$284K +$41 +1 +0%
WA
218
Wambolt & Associates
Colorado
$283K -$13.8K -339 -5%
CSPIA
219
Cary Street Partners Investment Advisory
Virginia
$280K +$5.92K +145 +2%
JCM
220
Jacobi Capital Management
Pennsylvania
$279K -$88.7K -2,174 -25%
PA
221
PSI Advisors
Florida
$279K +$13.4K +329 +5%
KWM
222
Keebeck Wealth Management
Illinois
$273K +$265K +6,500 New
Prudential Financial
223
Prudential Financial
New Jersey
$271K +$27K +662 +11%
SB
224
Strategic Blueprint
Georgia
$271K +$263K +6,445 New
Betterment LLC
225
Betterment LLC
New York
$270K -$210K -5,158 -45%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.