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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$436K +$44.8K +1,040 +12%
HFS
202
Howard Financial Services
Texas
$433K +$6.33K +147 +2%
DI
203
DFPG Investments
Utah
$429K -$2.58K -60 -0.6%
CAM
204
Cresset Asset Management
Illinois
$423K +$415K +9,629 New
Prudential Financial
205
Prudential Financial
New Jersey
$420K +$127K +2,945 +45%
IAN
206
Integrated Advisors Network
Texas
$419K -$36.7K -853 -8%
RVPG
207
Relative Value Partners Group
$418K +$409K +9,500 New
CAAS
208
Capital Asset Advisory Services
Michigan
$415K
NAS
209
Nicolet Advisory Services
Wisconsin
$411K +$38.9K +903 +11%
FA
210
Flagstar Advisors
New York
$409K -$43 -1 -0%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$409K +$401K +9,307 New
NAM
212
NTV Asset Management
West Virginia
$384K +$129 +3 +0%
WANY
213
Wealthspire Advisors (New York)
New York
$381K
DC
214
Davenport & Co
Virginia
$376K +$369K +8,559 New
PA
215
PSI Advisors
Florida
$368K +$75.3K +1,747 +26%
WAAG
216
Wealth Alliance Advisory Group
Kansas
$367K -$63.4K -1,472 -15%
IWA
217
Intercontinental Wealth Advisors
Texas
$366K -$5.17K -120 -1%
PPP
218
Private Portfolio Partners
New Jersey
$365K +$357K +8,295 New
Wolverine Trading
219
Wolverine Trading
Illinois
$364K -$788K -18,295 -69%
AIP
220
Ahrens Investment Partners
Louisiana
$364K +$1.9K +44 +0.5%
CFGS
221
Concourse Financial Group Securities
Alabama
$364K +$357K +8,283 New
BWL
222
Bogart Wealth LLC
Virginia
$357K +$43 +1 +0%
AWE
223
Avidian Wealth Enterprises
Texas
$353K +$5.13K +119 +2%
ML
224
McAdam LLC
Pennsylvania
$352K +$29K +674 +9%
OIA
225
OneDigital Investment Advisors
Kansas
$351K +$6.55K +152 +2%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.