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State Street SPDR Portfolio S&P 500 High Dividend ETF

461 hedge funds and large institutions have $2.21B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 168 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
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
$5.15M
Puts
$463K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$543K
BL
227
Balentine LLC
Georgia
$543K
LFAS
228
Level Four Advisory Services
Texas
$537K
E
229
EntreWealth
Texas
$534K
AG
230
AmeriFlex Group
Nevada
$531K
CBT
231
Crews Bank & Trust
Florida
$526K
NL
232
NDWM LLC
California
$523K
WJA
233
Willis Johnson & Associates
Texas
$511K
FWM
234
Focused Wealth Management
New York
$509K
FHC
235
First Heartland Consultants
Missouri
$505K
AAS
236
Ameritas Advisory Services
Nebraska
$500K
CAGAS
237
Capital Advisory Group Advisory Services
Minnesota
$499K
KPWS
238
Kestra Private Wealth Services
Texas
$496K
RFA
239
Rollins Financial Advisors
New York
$495K
WWA
240
WCG Wealth Advisors
Nevada
$494K
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$492K
MCCP
242
Mission Creek Capital Partners
California
$491K
EGWAG
243
Elwood & Goetz Wealth Advisory Group
Georgia
$490K
PAA
244
Peregrine Asset Advisers
Oregon
$488K
HFS
245
Howard Financial Services
Texas
$484K
ACM
246
AlphaStar Capital Management
North Carolina
$479K
WAAG
247
Wealth Alliance Advisory Group
Kansas
$475K
ARC
248
Advisor Resource Council
Texas
$471K
CA
249
Cache Advisors
California
$462K
GRP
250
Global Retirement Partners
California
$458K