State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
420 hedge funds and large institutions have $2.57B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 119 increasing their positions, 166 reducing their positions, and 38 closing their positions.
95% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 38
70% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $1.22M
16% more capital invested
Capital invested by funds: $2.21B → $2.57B (+$359M)
8% more funds holding
Funds holding: 389 → 420 (+31)
1.5% more ownership
Funds ownership: 36.06% → 37.56% (+1.5%)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
28% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$166M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$67.9M |
| 3 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$33.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.9M |
| 2 |
Morgan Stanley
New York
|
-$21.9M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$21.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$16.5M |
SPYD Hedge Fund Activity: Q4 2023 in Review
420 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2023, worth a combined $2.57B — up 16% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SPYD positions and 38 closed out — a net gain of 36 holders — while 119 added to existing stakes and 166 trimmed.
The largest buyer was Prudential plc, adding an estimated $166M. The largest seller was Royal Bank of Canada, cutting an estimated $23.9M.
- 420 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2023, up from 389 in Q3 2023.
- Funds reported $2.57B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 74 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2023 and 38 closed out, a net change of +36 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2023 was Prudential plc, an estimated $166M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $23.9M sold.
Based on aggregated 13F filings for Q4 2023.