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State Street SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $774K

59% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 121

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $2.08B → $2.39B (+$311M)

2.01% more ownership

Funds ownership: 30.4%32.41% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 455451 (-4)

Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
192
Reduced
121
Closed
35
Calls
$4.27M
Puts
$774K
Net Calls
+$3.5M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1
Meiji Yasuda Life Insurance
Japan
$466M
LPL Financial
2
LPL Financial
California
$197M +$2.34M +53,452 +1%
VIA
3
Vantagepoint Investment Advisers
District of Columbia
$187M +$187M +4,254,743 New
Ameriprise
4
Ameriprise
Minnesota
$178M +$12.1M +276,334 +7%
Bank of America
5
Bank of America
North Carolina
$140M +$2.45M +55,984 +2%
AOI
6
Auto-Owners Insurance
Michigan
$89.3M
SS
7
SBI Securities
Japan
$68.3M +$758K +17,291 +1%
Morgan Stanley
8
Morgan Stanley
New York
$65.2M +$335K +7,647 +0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$52.6M +$52.4M +1,194,669 New
Wells Fargo
10
Wells Fargo
California
$39.7M -$5.35M -122,060 -12%
FCAS
11
First Command Advisory Services
Texas
$39.1M +$824K +18,787 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.9M +$1.4M +31,920 +5%
UBS Group
13
UBS Group
Switzerland
$29.3M +$787K +17,942 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$25.3M +$915K +20,865 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.3M +$3.75M +85,441 +18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.7M -$873K -19,916 -4%
Goldman Sachs
17
Goldman Sachs
New York
$22.7M +$6.19M +141,150 +38%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$22.2M -$4.56M -104,034 -17%
CFP
19
Curran Financial Partners
South Carolina
$21.3M +$1.51M +34,373 +8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$18.8M +$882K +20,127 +5%
BIA
21
Barry Investment Advisors
Massachusetts
$17.1M +$511K +11,649 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$16M +$4.52M +103,064 +40%
DWM
23
Dakota Wealth Management
Florida
$14.9M +$240K +5,484 +2%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$13.4M +$260K +5,924 +2%
Wealthfront Advisers
25
Wealthfront Advisers
California
$12.7M +$326K +7,445 +3%

SPYD Hedge Fund Activity: Q3 2025 in Review

451 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2025, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPYD positions and 35 closed out — a net gain of 6 holders — while 192 added to existing stakes and 121 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $187M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.1M.

  • 451 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2025, down from 455 in Q2 2025.
  • Funds reported $2.39B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2025 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $187M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.