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State Street SPDR Portfolio S&P 500 High Dividend ETF

422 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $997K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 121

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 384422 (+38)

0% less capital invested

Capital invested by funds: $3.32B → $3.31B (-$6.81M)

4.49% less ownership

Funds ownership: 47.9%43.41% (-4.5%)

Holders
422
Holders Change
+38
Holders Change %
+9.9%
% of All Funds
6.78%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.43%
New
70
Increased
171
Reduced
121
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1
First Command Advisory Services
Texas
$710M -$423M -10,823,700 -38%
PP
2
Prudential plc
United Kingdom
$404M -$190M -4,849,000 -32%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$243M
Bank of America
4
Bank of America
North Carolina
$218M +$23.9M +612,155 +12%
LPL Financial
5
LPL Financial
California
$141M +$23.1M +590,298 +20%
Morgan Stanley
6
Morgan Stanley
New York
$135M +$9.98M +255,134 +8%
FCB
7
First Command Bank
Texas
$104M +$8.82M +225,497 +9%
FCFS
8
First Command Financial Services
Texas
$104M +$8.82M +225,497 +9%
AOI
9
Auto-Owners Insurance
Michigan
$81.1M +$80.2M +2,050,000 New
Wells Fargo
10
Wells Fargo
California
$70.3M +$16.2M +413,924 +30%
Osaic Holdings
11
Osaic Holdings
Arizona
$57.4M -$485K -12,403 -0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48.3M -$8.55M -218,691 -15%
UBS Group
13
UBS Group
Switzerland
$48.1M -$6.38M -163,062 -12%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$45.1M +$2.05M +52,307 +5%
Ameriprise
15
Ameriprise
Minnesota
$33.9M +$3.89M +99,566 +13%
HWA
16
Heartwood Wealth Advisors
Virginia
$24.4M -$193K -4,940 -0.8%
AI
17
Atria Investments
North Carolina
$22.6M +$1.54M +39,252 +7%
AF
18
Allworth Financial
California
$22.1M +$16.8M +428,653 +333%
BB
19
Bell Bank
North Dakota
$20.1M +$18.9M +484,292 +1,956%
Goldman Sachs
20
Goldman Sachs
New York
$20.1M +$2.54M +64,997 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20M +$5.48M +140,006 +38%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$19.7M -$5.89M -150,630 -23%
WWM
23
Western Wealth Management
Colorado
$17.3M -$17.6M -449,527 -51%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$16.9M +$5.79M +148,000 +53%
FBB
25
Fulton Breakefield Broenniman
Maryland
$16.8M +$462K +11,816 +3%

SPYD Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2022, worth a combined $3.31B — down 0.21% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SPYD positions and 21 closed out — a net gain of 49 holders — while 171 added to existing stakes and 121 trimmed.

The largest buyer was Proquility Private Wealth Partners, opening a new position worth an estimated $58.7M. The largest seller was First Command Advisory Services, cutting an estimated $423M.

  • 422 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2022, up from 384 in Q3 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2022, down 0.21% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2022 and 21 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2022 was Proquility Private Wealth Partners, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2022 was First Command Advisory Services, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2022.