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State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1
Meiji Yasuda Life Insurance
Japan
$484M
LPL Financial
2
LPL Financial
California
$167M +$2.89M +66,591 +2%
Bank of America
3
Bank of America
North Carolina
$139M -$3.17M -73,018 -2%
Ameriprise
4
Ameriprise
Minnesota
$128M -$659K -15,167 -0.5%
AOI
5
Auto-Owners Insurance
Michigan
$93.6M
Morgan Stanley
6
Morgan Stanley
New York
$67M +$3.85M +88,627 +6%
FCAS
7
First Command Advisory Services
Texas
$39.5M -$22.4M -516,008 -37%
Wells Fargo
8
Wells Fargo
California
$33.4M +$6.25M +143,847 +24%
UBS Group
9
UBS Group
Switzerland
$30.5M -$3.5M -80,542 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.7M +$25.4M +584,597 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.6M -$1.01M -23,311 -4%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$24.4M -$750K -17,280 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$22.4M +$1.06M +24,389 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.3M +$2.8M +64,398 +17%
AllianceBernstein
15
AllianceBernstein
Tennessee
$20.2M +$2.19M +50,344 +13%
CFP
16
Curran Financial Partners
South Carolina
$18.1M +$674K +15,510 +4%
BIA
17
Barry Investment Advisors
Massachusetts
$14.9M +$640K +14,737 +5%
Goldman Sachs
18
Goldman Sachs
New York
$13.4M -$668K -15,389 -5%
WC
19
Waterloo Capital
Texas
$12.6M +$9.38M +216,054 +365%
RJA
20
Raymond James & Associates
Florida
$11.6M +$6.23M +143,442 +129%
AIA
21
Angeles Investment Advisors
California
$11M +$10.5M +241,000 New
JP Morgan Chase
22
JP Morgan Chase
New York
$10.7M +$1.36M +31,346 +15%
FGC
23
Financial Gravity Companies
Texas
$10.3M +$9.78M +225,305 New
Wealthfront Advisers
24
Wealthfront Advisers
California
$10.1M +$1.16M +26,629 +14%
FHB
25
First Hawaiian Bank
Hawaii
$9.32M

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.