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State Street SPDR Portfolio S&P 500 High Dividend ETF

331 hedge funds and large institutions have $1.77B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $1.09M

232% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 22

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

65% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 77

16% more funds holding

Funds holding: 285331 (+46)

13% more capital invested

Capital invested by funds: $1.56B → $1.77B (+$205M)

9.84% more ownership

Funds ownership: 33.08%42.92% (+9.8%)

Holders
331
Holders Change
+46
Holders Change %
+16.14%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.72M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$917M +$86.7M +2,125,059 +11%
LPL Financial
2
LPL Financial
California
$66.9M +$20M +490,323 +45%
Morgan Stanley
3
Morgan Stanley
New York
$58M +$28.1M +689,524 +100%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$57.1M +$20.8M +510,546 +60%
Bank of America
5
Bank of America
North Carolina
$32.4M -$199M -4,887,830 -86%
UBS Group
6
UBS Group
Switzerland
$30.7M +$5.13M +125,845 +21%
HWA
7
Heartwood Wealth Advisors
Virginia
$25.5M +$22M +540,092 +828%
PI
8
PFS Investments
Georgia
$24.3M -$8.32M -203,853 -26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.2M +$335K +8,212 +2%
Ameriprise
10
Ameriprise
Minnesota
$21.1M +$3.45M +84,444 +20%
Wells Fargo
11
Wells Fargo
California
$18M +$2.75M +67,307 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.5M +$1.95M +47,804 +13%
EH
13
Equitable Holdings
New York
$17.5M +$16.6M +405,771 +4,380%
MML Investors Services
14
MML Investors Services
Massachusetts
$17.4M +$126K +3,081 +0.7%
FBB
15
Fulton Breakefield Broenniman
Maryland
$16.5M +$317K +7,770 +2%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$14M +$13.6M +333,500 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.8M +$963K +23,602 +8%
Goldman Sachs
18
Goldman Sachs
New York
$13.5M -$1.44M -35,265 -10%
GI
19
Gradient Investments
Minnesota
$12.3M -$34.2K -838 -0.3%
PIN
20
Prudent Investors Network
California
$11.8M +$914K +22,396 +9%
PPWP
21
Proquility Private Wealth Partners
Nevada
$11.4M +$465M +11,391,503 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.7M +$86K +2,109 +0.8%
ACM
23
Advisors Capital Management
New Jersey
$10.1M +$9.39M +230,249 +2,456%
FHB
24
First Hawaiian Bank
Hawaii
$9.6M +$14.7K +361 +0.2%
CL
25
COWA LLC
Oklahoma
$8.44M +$1.65M +40,484 +25%

SPYD Hedge Fund Activity: Q4 2021 in Review

331 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2021, worth a combined $1.77B — up 13% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPYD positions and 22 closed out — a net gain of 51 holders — while 127 added to existing stakes and 77 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $465M. The largest seller was Bank of America, cutting an estimated $199M.

  • 331 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2021, up from 285 in Q3 2021.
  • Funds reported $1.77B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2021 and 22 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2021 was Proquility Private Wealth Partners, an estimated $465M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2021.