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State Street SPDR Portfolio S&P 500 High Dividend ETF

411 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 141 increasing their positions, 159 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $660K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

1% more funds holding

Funds holding: 408411 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8.99% less ownership

Funds ownership: 37.35%28.37% (-9%)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 159

36% less capital invested

Capital invested by funds: $2.61B → $1.67B (-$941M)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
141
Reduced
159
Closed
26
Calls
$1.16M
Puts
$660K
Net Calls
+$495K
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1
Meiji Yasuda Life Insurance
Japan
$426M
LPL Financial
2
LPL Financial
California
$144M +$25.4M +633,701 +21%
Bank of America
3
Bank of America
North Carolina
$126M -$2.16M -53,808 -2%
Ameriprise
4
Ameriprise
Minnesota
$113M +$1.76M +43,894 +2%
AOI
5
Auto-Owners Insurance
Michigan
$82.4M
FCAS
6
First Command Advisory Services
Texas
$55.6M -$5.7M -142,041 -9%
Morgan Stanley
7
Morgan Stanley
New York
$55.5M +$200K +4,995 +0.4%
UBS Group
8
UBS Group
Switzerland
$30.1M +$806K +20,083 +3%
Wells Fargo
9
Wells Fargo
California
$23.7M -$7.8M -194,411 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.5M +$770K +19,201 +3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$22.2M -$483K -12,039 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.8M +$549K +13,680 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$15.8M +$207K +5,169 +1%
CFP
14
Curran Financial Partners
South Carolina
$15.3M +$370K +9,214 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.3M +$864K +21,551 +6%
BIA
16
Barry Investment Advisors
Massachusetts
$12.5M +$355K +8,851 +3%
Goldman Sachs
17
Goldman Sachs
New York
$12.4M -$3.31M -82,626 -21%
GS
18
GTS Securities
New York
$11.2M +$9.62M +239,790 +605%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$10.9M +$10.9M +272,071 New
FGAM
20
Financial Gravity Asset Management
Texas
$10.6M -$9.12M -227,401 -46%
CL
21
COWA LLC
Oklahoma
$10.2M +$5.05M +125,819 +99%
FHB
22
First Hawaiian Bank
Hawaii
$8.21M -$76.7K -1,913 -0.9%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.16M -$2.01M -50,091 -20%
Wealthfront Advisers
24
Wealthfront Advisers
California
$7.84M +$353K +8,803 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$7.84M -$6.7M -167,032 -46%

SPYD Hedge Fund Activity: Q2 2024 in Review

411 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2024, worth a combined $1.67B — down 36% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPYD positions and 26 closed out — a net gain of 8 holders — while 141 added to existing stakes and 159 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Prudential plc, exiting entirely with an estimated $874M sold.

  • 411 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $1.67B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2024, down 36% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2024 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2024 was Prudential plc, an estimated $874M sold.

Based on aggregated 13F filings for Q2 2024.