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State Street SPDR Portfolio S&P 500 High Dividend ETF

455 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $518K

1.24% more ownership

Funds ownership: 29.16%30.4% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

3% more capital invested

Capital invested by funds: $2.01B → $2.08B (+$61.8M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 461455 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
455
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
40
Increased
164
Reduced
159
Closed
41
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1
Meiji Yasuda Life Insurance
Japan
$450M
LPL Financial
2
LPL Financial
California
$188M +$11.8M +281,141 +7%
Ameriprise
3
Ameriprise
Minnesota
$160M +$37.7M +896,333 +31%
Bank of America
4
Bank of America
North Carolina
$133M +$341K +8,109 +0.3%
AOI
5
Auto-Owners Insurance
Michigan
$86.9M +$56.7M +1,348,900 +192%
SS
6
SBI Securities
Japan
$65.1M +$322K +7,661 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$62.6M -$1.54M -36,641 -2%
Wells Fargo
8
Wells Fargo
California
$43.4M -$9.1M -216,466 -17%
FCAS
9
First Command Advisory Services
Texas
$36.9M +$1.49M +35,496 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.5M +$1.71M +40,590 +6%
UBS Group
11
UBS Group
Switzerland
$27.5M +$978K +23,267 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$25.8M +$2.26M +53,725 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.7M -$135K -3,206 -0.6%
Raymond James Financial
14
Raymond James Financial
Florida
$23.5M +$4.01M +95,457 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.8M -$2.5M -59,475 -11%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$19.4M +$5.76M +137,171 +43%
CFP
17
Curran Financial Partners
South Carolina
$19.1M -$930K -22,133 -5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$17.3M +$361K +8,586 +2%
BIA
19
Barry Investment Advisors
Massachusetts
$16M +$796K +18,935 +5%
Goldman Sachs
20
Goldman Sachs
New York
$15.9M +$4.89M +116,335 +45%
DWM
21
Dakota Wealth Management
Florida
$14.2M +$1.02M +24,158 +8%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$12.7M +$745K +17,729 +6%
FGC
23
Financial Gravity Companies
Texas
$12M +$11.9M +282,168 New
Wealthfront Advisers
24
Wealthfront Advisers
California
$11.9M +$571K +13,587 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$10.8M +$2.22M +52,834 +26%

SPYD Hedge Fund Activity: Q2 2025 in Review

455 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q2 2025, worth a combined $2.08B — up 3.1% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SPYD and 40 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 164 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $56.7M. The largest seller was Wells Fargo, cutting an estimated $9.1M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q2 2025, down from 461 in Q1 2025.
  • Funds reported $2.08B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q2 2025 was Auto-Owners Insurance, an estimated $56.7M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q2 2025 was Wells Fargo, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.