We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

415 hedge funds and large institutions have $2.88B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $963K

57% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 119

0.71% more ownership

Funds ownership: 43.41%44.12% (+0.71%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 422415 (-7)

13% less capital invested

Capital invested by funds: $3.31B → $2.88B (-$433M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
201
Financial Insights
Washington
$704K -$4K -100 -0.5%
DADC
202
D.A. Davidson & Co
Montana
$689K -$286K -7,164 -28%
ASN
203
Advisory Services Network
Georgia
$678K -$369K -9,224 -34%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$678K +$6.71K +168 +1%
LA
205
LexAurum Advisors
Kansas
$676K -$2.72K -68 -0.4%
HI
206
Harbour Investments
Wisconsin
$654K +$182K +4,558 +36%
Corient Private Wealth
207
Corient Private Wealth
Florida
$653K +$28.7K +719 +4%
CP
208
Castleview Partners
Texas
$646K +$5.67K +142 +0.8%
MCC
209
Money Concepts Capital
Florida
$640K +$1.2M +29,941 +168%
DA
210
Detalus Advisors
Missouri
$630K +$19.5K +487 +3%
IAN
211
Integrated Advisors Network
Texas
$623K -$188K -4,701 -22%
FWM
212
Focused Wealth Management
New York
$607K -$24.4K -611 -4%
OPS
213
Orion Portfolio Solutions
Nebraska
$596K +$10.3K +259 +2%
BCI
214
Brinker Capital Investments
Pennsylvania
$596K +$627K +15,696 New
JWS
215
Juncture Wealth Strategies
Arizona
$588K +$114K +2,849 +23%
KW
216
KWB Wealth
California
$579K +$159K +3,976 +37%
NFG
217
Norris Financial Group
South Carolina
$574K
MGIA
218
Moneta Group Investment Advisors
Missouri
$573K +$89.2K +2,233 +17%
PWP
219
Principle Wealth Partners
Connecticut
$569K -$97.2K -2,433 -14%
QPWM
220
Quadrant Private Wealth Management
Pennsylvania
$552K +$580K +14,525 New
NL
221
NWAM LLC
Washington
$550K +$19.9K +499 +4%
PIA
222
Perennial Investment Advisors
California
$548K +$576K +14,417 New
SC
223
Savant Capital
Illinois
$543K +$571K +14,291 New
Deutsche Bank
224
Deutsche Bank
Germany
$543K +$166K +4,165 +41%
AFM
225
Andesa Financial Management
Pennsylvania
$536K +$563K +14,100 +100%

SPYD Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2023, worth a combined $2.88B — down 13% from $3.31B a quarter earlier.

Fund positioning in SPYD was balanced in Q1 2023: 45 funds opened new positions, 45 closed out, 187 added to existing stakes and 119 trimmed.

The largest buyer was Prudential plc, adding an estimated $271M. The largest seller was First Command Advisory Services, cutting an estimated $696M.

  • 415 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $2.88B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2023 and 45 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2023 was Prudential plc, an estimated $271M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2023 was First Command Advisory Services, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.