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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
201
Raymond James Trust
Florida
$594K +$391K +9,700 +137%
CP
202
Castleview Partners
Texas
$583K +$648K +16,081 +4,595%
DC
203
Davenport & Co
Virginia
$581K +$8.38K +208 +1%
CPC
204
Congress Park Capital
New York
$579K +$37.7K +937 +6%
RFA
205
Resurgent Financial Advisors
Georgia
$564K +$18.3K +455 +3%
DWM
206
Doyle Wealth Management
Florida
$552K -$8.82K -219 -1%
ACM
207
AlphaStar Capital Management
North Carolina
$551K -$179K -4,453 -22%
IWC
208
Integrated Wealth Concepts
Massachusetts
$549K +$43.6K +1,082 +8%
NFG
209
Norris Financial Group
South Carolina
$547K -$20.1K -500 -3%
OPS
210
Orion Portfolio Solutions
Nebraska
$544K +$42.6K +1,057 +7%
RMAM
211
Raab & Moskowitz Asset Management
New Jersey
$534K -$45.9K -1,141 -7%
SW
212
Solidarity Wealth
Utah
$525K +$540K +13,402 New
ML
213
McAdam LLC
Pennsylvania
$524K +$21.7K +539 +4%
NL
214
NWAM LLC
Washington
$521K -$710K -17,627 -55%
DA
215
Detalus Advisors
Missouri
$521K +$592K +14,693 New
Deutsche Bank
216
Deutsche Bank
Germany
$509K
WA
217
Wambolt & Associates
Colorado
$509K +$287K +7,138 +99%
APA
218
American Portfolios Advisors
New York
$503K -$19.3K -479 -3%
SFM
219
Signet Financial Management
New Jersey
$499K +$43.6K +1,083 +8%
FC
220
Financial Consulate
Maryland
$495K +$338K +8,404 +151%
CFGS
221
Concourse Financial Group Securities
Alabama
$493K +$156K +3,863 +38%
MGIA
222
Moneta Group Investment Advisors
Missouri
$484K -$19.6K -487 -3%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$482K -$81.4K -2,021 -13%
MCCP
224
Mission Creek Capital Partners
California
$478K +$765 +19 +0.1%
SFS
225
Sowell Financial Services
Arkansas
$476K +$540K +13,422 New

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.