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State Street SPDR Portfolio S&P 500 High Dividend ETF

497 hedge funds and large institutions have $1.97B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.25% less ownership

Funds ownership: 32.27%28.02% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$364M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
497
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$601K
AWM
227
Austin Wealth Management
Texas
$592K
VCM
228
Virtue Capital Management
Tennessee
$587K
AWA
229
Arete Wealth Advisors
Illinois
$582K
ARC
230
Advisor Resource Council
Texas
$581K
ALA
231
Atlas Legacy Advisors
California
$579K
IP
232
Ignite Planners
California
$578K
CBT
233
Crews Bank & Trust
Florida
$574K
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$570K
BL
235
Balentine LLC
Georgia
$568K
WJA
236
Willis Johnson & Associates
Texas
$558K
TWC
237
TD Waterhouse Canada
Ontario, Canada
$558K
SFG
238
Sovereign Financial Group
Connecticut
$554K
FHC
239
First Heartland Consultants
Missouri
$541K
KPWS
240
Kestra Private Wealth Services
Texas
$536K
WWA
241
WCG Wealth Advisors
Nevada
$534K
AAS
242
Ameritas Advisory Services
Nebraska
$532K
LFAS
243
Level Four Advisory Services
Texas
$531K
AG
244
AmeriFlex Group
Nevada
$527K
FWM
245
Focused Wealth Management
New York
$525K
TAM
246
TCP Asset Management
Ohio
$519K
MCCP
247
Mission Creek Capital Partners
California
$517K
US Bancorp
248
US Bancorp
Minnesota
$511K
HFS
249
Howard Financial Services
Texas
$510K
FGG
250
Financial Guidance Group
Florida
$506K