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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
226
Howard Financial Services
Texas
$470K +$5.05K +119 +1%
AAS
227
Ameritas Advisory Services
Nebraska
$470K -$205K -4,838 -30%
PS
228
Principal Securities
Iowa
$468K +$433K +10,201 +1,239%
WAAG
229
Wealth Alliance Advisory Group
Kansas
$466K -$67.3K -1,585 -13%
Brown Advisory
230
Brown Advisory
Maryland
$465K +$88.7K +2,090 +24%
CAS
231
Coppell Advisory Solutions
Texas
$465K -$338 -8 -0.1%
OC
232
Oarsman Capital
Wisconsin
$464K +$8.49K +200 +2%
KPWS
233
Kestra Private Wealth Services
Texas
$460K -$25.5K -601 -5%
BJL
234
Brighton Jones LLC
Washington
$455K +$64.4K +1,518 +16%
LA
235
Lifeworks Advisors
Michigan
$454K +$454K +10,690 New
GRP
236
Global Retirement Partners
California
$451K +$451K +10,632 New
IA
237
IFC Advisors
California
$447K +$89.9K +2,119 +25%
SAS
238
Sage Advisory Services
Texas
$442K +$21.7K +511 +5%
PTC
239
Private Trust Company
Ohio
$438K +$10.8K +255 +3%
HNWAG
240
High Net Worth Advisory Group
Florida
$437K -$3.95K -93 -0.9%
DWP
241
Daymark Wealth Partners
Ohio
$436K +$49.4K +1,165 +13%
ARC
242
Advisor Resource Council
Texas
$434K -$281K -6,631 -39%
YIH
243
Y-Intercept (HK)
Hong Kong
$430K +$430K +10,130 New
EGWAG
244
Elwood & Goetz Wealth Advisory Group
Georgia
$429K
LWL
245
Leo Wealth LLC
Texas
$429K +$429K +10,113 New
SFG
246
Sovereign Financial Group
Connecticut
$429K +$934 +22 +0.2%
EGA
247
Eagle Global Advisors
Texas
$428K -$42.4K -1,000 -9%
ACM
248
AlphaStar Capital Management
North Carolina
$417K -$34.8K -821 -8%
SI
249
SimpliFi Inc
California
$417K +$4.88K +115 +1%
SNB
250
Security National Bank
Nebraska
$414K