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SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 454449 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.41M
Puts
$518K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
226
Peregrine Asset Advisers
Oregon
$479K
HFS
227
Howard Financial Services
Texas
$470K
AAS
228
Ameritas Advisory Services
Nebraska
$470K
PS
229
Principal Securities
Iowa
$468K
WAAG
230
Wealth Alliance Advisory Group
Kansas
$466K
Brown Advisory
231
Brown Advisory
Maryland
$465K
CAS
232
Coppell Advisory Solutions
Texas
$465K
OC
233
Oarsman Capital
Wisconsin
$464K
KPWS
234
Kestra Private Wealth Services
Texas
$460K
BJL
235
Brighton Jones LLC
Washington
$455K
LA
236
Lifeworks Advisors
Michigan
$454K
GRP
237
Global Retirement Partners
California
$451K
IA
238
IFC Advisors
California
$447K
SAS
239
Sage Advisory Services
Texas
$442K
PTC
240
Private Trust Company
Ohio
$438K
HNWAG
241
High Net Worth Advisory Group
Florida
$437K
DWP
242
Daymark Wealth Partners
Ohio
$436K
ARC
243
Advisor Resource Council
Texas
$434K
YIH
244
Y-Intercept (HK)
Hong Kong
$430K
EGWAG
245
Elwood & Goetz Wealth Advisory Group
Georgia
$429K
LWL
246
Leo Wealth LLC
Texas
$429K
SFG
247
Sovereign Financial Group
Connecticut
$429K
EGA
248
Eagle Global Advisors
Texas
$428K
ACM
249
AlphaStar Capital Management
North Carolina
$417K
SI
250
SimpliFi Inc
California
$417K