State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
389 hedge funds and large institutions have $2.36B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.
0.44% more ownership
Funds ownership: 37.19% → 37.63% (+0.44%)
3% less capital invested
Capital invested by funds: $2.42B → $2.36B (-$62.9M)
5% less funds holding
Funds holding: 408 → 389 (-19)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
20% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 162
22% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $3.66M
27% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$101M |
| 2 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$91.7M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$63.6M |
| 4 |
Bank of New York Mellon
New York
|
+$14.2M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$64.6M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$8.55M |
| 3 |
Morgan Stanley
New York
|
-$7.38M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.29M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5M |
SPYD Hedge Fund Activity: Q3 2023 in Review
389 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2023, worth a combined $2.36B — down 2.6% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SPYD and 33 opened new positions — a net loss of 12 holders — while 162 trimmed existing stakes and 130 added.
The largest buyer was Financial Gravity Asset Management, adding an estimated $101M. The largest seller was Prudential plc, cutting an estimated $64.6M.
- 389 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2023, down from 408 in Q2 2023.
- Funds reported $2.36B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2023 and 45 closed out, a net change of -12 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $101M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2023 was Prudential plc, an estimated $64.6M sold.
Based on aggregated 13F filings for Q3 2023.