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State Street SPDR Portfolio S&P 500 High Dividend ETF

384 hedge funds and large institutions have $3.32B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.78M

64% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 107

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0.5% less ownership

Funds ownership: 48.4%47.9% (-0.5%)

1% less funds holding

Funds holding: 387384 (-3)

12% less capital invested

Capital invested by funds: $3.75B → $3.32B (-$435M)

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
107
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1
First Command Advisory Services
Texas
$1.02B +$21.2M +527,338 +2%
PP
2
Prudential plc
United Kingdom
$534M -$34.7M -862,176 -5%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$218M +$157M +3,892,920 +172%
Bank of America
4
Bank of America
North Carolina
$174M +$28M +695,040 +17%
Morgan Stanley
5
Morgan Stanley
New York
$112M +$13.4M +333,100 +12%
LPL Financial
6
LPL Financial
California
$105M +$13.7M +339,067 +13%
FCB
7
First Command Bank
Texas
$85.6M +$50.7M +1,258,457 +109%
FCFS
8
First Command Financial Services
Texas
$85.6M +$50.7M +1,258,457 +109%
Osaic Holdings
9
Osaic Holdings
Arizona
$51.9M -$2.65M -65,731 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51M -$2.2M -54,592 -4%
UBS Group
11
UBS Group
Switzerland
$48.9M +$9.79M +243,058 +21%
Wells Fargo
12
Wells Fargo
California
$48.3M -$12.4M -307,204 -18%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$38.6M -$9.11M -226,214 -17%
WWM
14
Western Wealth Management
Colorado
$31.6M -$963K -23,904 -3%
Ameriprise
15
Ameriprise
Minnesota
$26.8M -$22.6M -562,081 -43%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$23M +$16.7M +413,696 +176%
HWA
17
Heartwood Wealth Advisors
Virginia
$22M +$901K +22,382 +4%
AI
18
Atria Investments
North Carolina
$18.8M +$5.65M +140,302 +36%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.8M +$2.35M +58,437 +12%
Goldman Sachs
20
Goldman Sachs
New York
$15.7M -$7.09M -176,011 -28%
FBB
21
Fulton Breakefield Broenniman
Maryland
$14.6M +$341K +8,479 +2%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$13.6M +$38.3K +951 +0.2%
SAS
23
Sage Advisory Services
Texas
$13.4M +$790K +19,627 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13M -$14.5M -361,097 -50%
AWM
25
Angeles Wealth Management
California
$12.8M +$990K +24,593 +7%

SPYD Hedge Fund Activity: Q3 2022 in Review

384 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2022, worth a combined $3.32B — down 12% from $3.75B a quarter earlier.

Fund positioning in SPYD was balanced in Q3 2022: 47 funds opened new positions, 47 closed out, 176 added to existing stakes and 107 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $157M. The largest seller was Angeles Investment Advisors, cutting an estimated $281M.

  • 384 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2022, down from 387 in Q2 2022.
  • Funds reported $3.32B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2022 and 47 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $157M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.