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State Street SPDR Portfolio S&P 500 High Dividend ETF

456 hedge funds and large institutions have $2.02B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.3M

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 431456 (+25)

1.88% more ownership

Funds ownership: 28.43%30.3% (+1.9%)

4% more capital invested

Capital invested by funds: $1.93B → $2.02B (+$81M)

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
84
Increased
168
Reduced
125
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.23M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1
Meiji Yasuda Life Insurance
Japan
$458M
LPL Financial
2
LPL Financial
California
$165M +$7.07M +155,898 +4%
Bank of America
3
Bank of America
North Carolina
$136M +$4.11M +90,587 +3%
Ameriprise
4
Ameriprise
Minnesota
$123M +$1.53M +33,798 +1%
AOI
5
Auto-Owners Insurance
Michigan
$118M +$31.3M +690,000 +34%
SS
6
SBI Securities
Japan
$64.8M +$68M +1,498,175 New
Morgan Stanley
7
Morgan Stanley
New York
$64.2M +$790K +17,406 +1%
Wells Fargo
8
Wells Fargo
California
$33.8M +$2.21M +48,825 +7%
FCAS
9
First Command Advisory Services
Texas
$33.6M -$3.99M -87,892 -10%
UBS Group
10
UBS Group
Switzerland
$28.6M -$269K -5,940 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$26.9M +$8.14M +179,441 +40%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.3M +$2.12M +46,693 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$25M -$279K -6,155 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22.6M +$1.46M +32,201 +7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$19.5M +$329K +7,261 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$18.9M +$19.8M +436,910 New
CFP
17
Curran Financial Partners
South Carolina
$18.4M +$1.38M +30,323 +8%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$16.4M -$6.99M -154,193 -29%
BIA
19
Barry Investment Advisors
Massachusetts
$15M +$894K +19,707 +6%
JP Morgan Chase
20
JP Morgan Chase
New York
$14.1M +$4.13M +91,129 +39%
WIM
21
WealthPlan Investment Management
Nebraska
$13.4M +$8.23M +181,434 +140%
WC
22
Waterloo Capital
Texas
$13M +$1.18M +25,963 +9%
DWM
23
Dakota Wealth Management
Florida
$12.6M +$4.99M +109,964 +60%
Goldman Sachs
24
Goldman Sachs
New York
$12.5M -$141K -3,105 -1%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$12.2M +$12.4M +273,010 +2,825%

SPYD Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2024, worth a combined $2.02B — up 4.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYD positions and 47 closed out — a net gain of 37 holders — while 168 added to existing stakes and 125 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $31.3M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $11M sold.

  • 456 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $2.02B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2024 and 47 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2024 was Auto-Owners Insurance, an estimated $31.3M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2024 was Angeles Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.