We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
Astoria Portfolio Advisors
New York
$576K -$15.8K -363 -3%
Jane Street
202
Jane Street
New York
$576K -$1.71M -39,306 -76%
MCCP
203
Mission Creek Capital Partners
California
$563K +$87 +2 +0%
AAM
204
AMI Asset Management
California
$549K +$522K +12,028 New
IWM
205
IHT Wealth Management
Illinois
$547K +$9.21K +212 +2%
WWA
206
WCG Wealth Advisors
Nevada
$536K +$43 +1 +0%
NRC
207
New Republic Capital
North Carolina
$536K
DS
208
DRW Securities
Illinois
$530K +$59.4K +1,368 +13%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$525K -$50.2K -1,157 -9%
OC
210
Oarsman Capital
Wisconsin
$524K +$12.9K +297 +3%
IP
211
Ignite Planners
California
$507K +$21.3K +491 +5%
SI
212
SimpliFi Inc
California
$501K +$4.73K +109 +1%
FTDI
213
First Trust Direct Indexing
Massachusetts
$499K +$475K +10,935 New
NC
214
NewSquare Capital
Pennsylvania
$499K +$475K +10,935 New
HFS
215
Howard Financial Services
Texas
$489K +$347 +8 +0.1%
CPIG
216
Chicago Partners Investment Group
Illinois
$487K +$3.43K +79 +0.7%
BFWM
217
Bright Futures Wealth Management
New York
$486K +$5.91K +136 +1%
EGWAG
218
Elwood & Goetz Wealth Advisory Group
Georgia
$475K +$4.04K +93 +0.9%
TC
219
Trilogy Capital
California
$472K +$94.3K +2,171 +27%
HNWAG
220
High Net Worth Advisory Group
Florida
$471K +$261 +6 +0.1%
CA
221
Continuum Advisory
Idaho
$471K +$14.1K +324 +3%
ACM
222
Altrius Capital Management
North Carolina
$469K -$19.7K -453 -4%
PTC
223
Private Trust Company
Ohio
$463K +$3.52K +81 +0.8%
LFAS
224
Level Four Advisory Services
Texas
$462K +$77.3K +1,779 +21%
WA
225
Waverly Advisors
Alabama
$460K

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.