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State Street SPDR Portfolio S&P 500 High Dividend ETF

353 hedge funds and large institutions have $2.49B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $789K

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $1.77B → $2.49B (+$722M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more funds holding

Funds holding: 331353 (+22)

4.34% less ownership

Funds ownership: 42.92%38.58% (-4.3%)

Holders
353
Holders Change
+22
Holders Change %
+6.65%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
167
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.09M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$932M -$25.9M -601,496 -3%
AIA
2
Angeles Investment Advisors
California
$257M +$252M +5,852,340 New
LPL Financial
3
LPL Financial
California
$82.8M +$12.6M +291,493 +18%
Morgan Stanley
4
Morgan Stanley
New York
$74.2M +$13.3M +309,028 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$68.3M +$49.5M +1,149,993 +276%
Bank of America
6
Bank of America
North Carolina
$63.3M +$28.9M +671,517 +87%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$62.7M +$2.98M +69,261 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$61.6M +$46.2M +1,073,345 +328%
MYLI
9
Meiji Yasuda Life Insurance
Japan
$47.6M +$46.6M +1,082,000 New
Wells Fargo
10
Wells Fargo
California
$45M +$25.6M +595,189 +139%
PI
11
PFS Investments
Georgia
$34.3M +$8.73M +202,663 +35%
UBS Group
12
UBS Group
Switzerland
$33.9M +$1.79M +41,452 +6%
Ameriprise
13
Ameriprise
Minnesota
$31.5M +$9.16M +212,602 +42%
WWM
14
Western Wealth Management
Colorado
$28.7M +$20.3M +470,324 +257%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$27.8M +$4.47M +103,749 +20%
HWA
16
Heartwood Wealth Advisors
Virginia
$26M -$587K -13,624 -2%
EH
17
Equitable Holdings
New York
$23.8M +$5.43M +126,050 +30%
SCA
18
Stuart Chaussee & Associates
California
$21.1M +$20.7M +480,904 New
MML Investors Services
19
MML Investors Services
Massachusetts
$18M -$219K -5,089 -1%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$17.7M +$8.97M +208,300 +107%
FBB
21
Fulton Breakefield Broenniman
Maryland
$17.7M +$440K +10,225 +3%
SAS
22
Sage Advisory Services
Texas
$16.8M +$15.7M +364,892 +2,136%
Goldman Sachs
23
Goldman Sachs
New York
$16.4M +$2.19M +50,874 +16%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$14.2M -$409K -9,500 -3%
PIN
25
Prudent Investors Network
California
$11.4M -$928K -21,541 -8%

SPYD Hedge Fund Activity: Q1 2022 in Review

353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q1 2022, worth a combined $2.49B — up 41% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYD positions and 32 closed out — a net gain of 26 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $252M. The largest seller was Castleview Partners, cutting an estimated $32.5M.

  • 353 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q1 2022, up from 331 in Q4 2021.
  • Funds reported $2.49B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q1 2022, up 41% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q1 2022 and 32 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $252M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q1 2022 was Castleview Partners, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2022.