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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
201
Meriwether Wealth & Planning
Louisiana
$655K +$688K +15,157 New
GIA
202
Gladstone Institutional Advisory
Florida
$642K -$45.2K -997 -6%
IWM
203
IHT Wealth Management
Illinois
$634K +$121K +2,664 +22%
SC
204
Savant Capital
Illinois
$633K -$35.3K -779 -5%
FCA
205
FLC Capital Advisors
California
$615K +$646K +14,232 New
MA
206
Mutual Advisors
Nebraska
$612K -$15.1K -332 -2%
OC
207
Optima Capital
Oregon
$607K +$637K +14,040 New
FWA
208
FSC Wealth Advisors
New York
$606K +$23.2K +511 +4%
SWM
209
Spire Wealth Management
Virginia
$606K -$42.5K -936 -6%
FWM
210
Focused Wealth Management
New York
$596K -$3.27K -72 -0.5%
NP
211
NorthRock Partners
Minnesota
$587K +$1.41K +31 +0.2%
DS
212
DRW Securities
Illinois
$575K +$76.4K +1,684 +14%
FHA
213
Flagship Harbor Advisors
Massachusetts
$575K +$12.3K +272 +2%
GWMR
214
GC Wealth Management RIA
Massachusetts
$561K -$41.4K -912 -7%
IP
215
Ignite Planners
California
$557K +$78.7K +1,734 +16%
PFS
216
Prospera Financial Services
Texas
$539K +$166K +3,657 +41%
CAS
217
Coppell Advisory Solutions
Texas
$539K +$172K +3,791 +43%
MCCP
218
Mission Creek Capital Partners
California
$533K +$136 +3 +0%
T
219
Tidemark
California
$525K -$72.4K -1,597 -12%
WJA
220
Willis Johnson & Associates
Texas
$525K -$39K -859 -7%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$519K +$544K +11,997 New
WA
222
Waverly Advisors
Alabama
$517K +$85.6K +1,888 +19%
ACM
223
AlphaStar Capital Management
North Carolina
$513K +$247K +5,453 +85%
WWA
224
WCG Wealth Advisors
Nevada
$505K -$2.31K -51 -0.4%
GRP
225
Global Retirement Partners
California
$496K +$317K +6,986 +155%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.