Waterloo Capital L.P. Has $13.03 Million Stake in SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Posted by George Bondi on Apr 6th, 2025

Waterloo Capital L.P. lifted its position in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) by 9.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 301,229 shares of the company’s stock after purchasing an additional 25,963 shares during the quarter. SPDR Portfolio S&P 500 High Dividend ETF makes up about 1.4% of Waterloo Capital L.P.’s portfolio, making the stock its 16th largest holding. Waterloo Capital L.P.’s holdings in SPDR Portfolio S&P 500 High Dividend ETF were worth $13,025,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of SPYD. L.M. Kohn & Company lifted its stake in SPDR Portfolio S&P 500 High Dividend ETF by 1.7% in the fourth quarter. L.M. Kohn & Company now owns 15,275 shares of the company’s stock valued at $660,000 after buying an additional 254 shares during the period. Continuum Advisory LLC lifted its position in shares of SPDR Portfolio S&P 500 High Dividend ETF by 3.2% during the 3rd quarter. Continuum Advisory LLC now owns 10,320 shares of the company’s stock valued at $471,000 after acquiring an additional 324 shares during the period. AllSquare Wealth Management LLC lifted its position in shares of SPDR Portfolio S&P 500 High Dividend ETF by 7.9% during the 4th quarter. AllSquare Wealth Management LLC now owns 6,183 shares of the company’s stock valued at $267,000 after acquiring an additional 455 shares during the period. Synergy Investment Management LLC acquired a new stake in SPDR Portfolio S&P 500 High Dividend ETF in the fourth quarter worth $33,000. Finally, Vantage Investment Partners LLC increased its stake in SPDR Portfolio S&P 500 High Dividend ETF by 8.9% in the fourth quarter. Vantage Investment Partners LLC now owns 9,495 shares of the company’s stock valued at $411,000 after purchasing an additional 775 shares in the last quarter.

SPDR Portfolio S&P 500 High Dividend ETF Price Performance

SPYD stock opened at $40.38 on Friday. The company’s 50-day moving average is $44.06 and its 200-day moving average is $44.65. The stock has a market capitalization of $6.31 billion, a PE ratio of 18.46 and a beta of 0.86. SPDR Portfolio S&P 500 High Dividend ETF has a 1 year low of $38.04 and a 1 year high of $47.52.

SPDR Portfolio S&P 500 High Dividend ETF Announces Dividend

The company also recently declared a dividend, which was paid on Wednesday, March 26th. Shareholders of record on Monday, March 24th were issued a $0.4189 dividend. The ex-dividend date was Monday, March 24th.

SPDR Portfolio S&P 500 High Dividend ETF Profile

(Free Report)

The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is an exchange-traded fund that is based on the S&P 500 High Dividend index. The fund tracks an index of the 80 highest-yielding stocks selected from the S&P 500. Stocks are equally-weighted. SPYD was launched on Oct 21, 2015 and is managed by State Street.