We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
201
Deutsche Bank
Germany
$572K +$383K +8,906 +164%
OPS
202
Orion Portfolio Solutions
Nebraska
$569K +$1.12K +26 +0.2%
ML
203
McAdam LLC
Pennsylvania
$568K +$267K +6,215 +78%
CWM
204
Cornerstone Wealth Management
Missouri
$564K -$82.9K -1,927 -12%
MGIA
205
Moneta Group Investment Advisors
Missouri
$564K -$76.2K -1,772 -11%
AFM
206
Andesa Financial Management
Pennsylvania
$563K
BRWA
207
B. Riley Wealth Advisors
Florida
$561K -$9.93K -231 -2%
IA
208
IFP Advisors
Florida
$553K
MCCP
209
Mission Creek Capital Partners
California
$537K +$688 +16 +0.1%
MWM
210
Meridian Wealth Management
Kentucky
$534K +$139K +3,231 +32%
SFM
211
Signet Financial Management
New Jersey
$518K -$15K -349 -3%
MWAM
212
Manhattan West Asset Management
California
$517K +$336K +7,820 +153%
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$514K +$154K +3,576 +38%
FI
214
Financial Insights
Washington
$477K +$301K +7,003 +141%
BWM
215
BerganKDV Wealth Management
Minnesota
$476K -$211K -4,899 -29%
PA
216
Parallel Advisors
California
$476K +$258K +5,994 +101%
SCFS
217
S.C. Financial Services
Arizona
$467K -$179K -4,166 -26%
SPC
218
Sigma Planning Corp
Michigan
$467K +$249K +5,788 +98%
CIA
219
Capital Investment Advisors
Georgia
$460K +$496K +11,532 New
EWM
220
Evercore Wealth Management
New York
$452K
VWA
221
V Wealth Advisors
Kansas
$441K -$21.5K -500 -4%
EGWAG
222
Elwood & Goetz Wealth Advisory Group
Georgia
$435K -$29K -675 -6%
SFG
223
StrategIQ Financial Group
Indiana
$433K
FFW
224
Fusion Family Wealth
New York
$432K +$466K +10,825 New
SFG
225
Sovereign Financial Group
Connecticut
$431K +$14.1K +327 +3%

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.