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State Street SPDR Portfolio S&P 500 High Dividend ETF

387 hedge funds and large institutions have $3.75B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.41M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

129% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 79

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

51% more capital invested

Capital invested by funds: $2.49B → $3.75B (+$1.26B)

9.82% more ownership

Funds ownership: 38.58%48.4% (+9.8%)

10% more funds holding

Funds holding: 353387 (+34)

Holders
387
Holders Change
+34
Holders Change %
+9.63%
% of All Funds
6.52%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.44M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1
First Command Advisory Services
Texas
$1.13B +$1.21B +28,219,320 New
PP
2
Prudential plc
United Kingdom
$635M -$228M -5,293,276 -25%
AIA
3
Angeles Investment Advisors
California
$286M +$56.5M +1,313,465 +22%
Bank of America
4
Bank of America
North Carolina
$168M +$119M +2,762,062 +192%
Morgan Stanley
5
Morgan Stanley
New York
$113M +$49M +1,139,791 +68%
LPL Financial
6
LPL Financial
California
$105M +$31.8M +740,504 +39%
MYLI
7
Meiji Yasuda Life Insurance
Japan
$90.1M +$50.6M +1,175,600 +109%
Wells Fargo
8
Wells Fargo
California
$66.6M +$27.8M +646,131 +63%
Osaic Holdings
9
Osaic Holdings
Arizona
$61M -$1.63M -37,841 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$59.6M +$3.98M +92,615 +7%
Ameriprise
11
Ameriprise
Minnesota
$52.7M +$26.1M +605,775 +85%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$52.4M -$4.88M -113,485 -8%
FCB
13
First Command Bank
Texas
$46.1M +$49.7M +1,155,886 New
FCFS
14
First Command Financial Services
Texas
$46.1M +$49.7M +1,155,886 New
UBS Group
15
UBS Group
Switzerland
$45.3M +$15.7M +364,043 +47%
WWM
16
Western Wealth Management
Colorado
$36.3M +$11.1M +257,000 +39%
PI
17
PFS Investments
Georgia
$32M +$908K +21,117 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$29M +$4.04M +94,011 +15%
Goldman Sachs
19
Goldman Sachs
New York
$24.7M +$10.6M +245,635 +66%
HWA
20
Heartwood Wealth Advisors
Virginia
$23.9M +$322K +7,495 +1%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$21.2M +$5.5M +127,900 +32%
MML Investors Services
22
MML Investors Services
Massachusetts
$18.8M +$2.66M +61,784 +15%
FBB
23
Fulton Breakefield Broenniman
Maryland
$16.1M +$72.2K +1,678 +0.4%
EH
24
Equitable Holdings
New York
$15.7M -$6.36M -147,939 -27%
AI
25
Atria Investments
North Carolina
$15.6M +$16.8M +391,104 New

SPYD Hedge Fund Activity: Q2 2022 in Review

387 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2022, worth a combined $3.75B — up 51% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPYD positions and 24 closed out — a net gain of 38 holders — while 181 added to existing stakes and 79 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $1.21B. The largest seller was Prudential plc, cutting an estimated $228M.

  • 387 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2022, up from 353 in Q1 2022.
  • Funds reported $3.75B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2022, up 51% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2022 and 24 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2022 was First Command Advisory Services, an estimated $1.21B added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2022 was Prudential plc, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2022.