SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

467 hedge funds and large institutions have $2.33B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 43 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:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 32.39%32.25% (-0.15%)

2% less capital invested

Capital invested by funds: $2.39B → $2.33B (-$52.4M)

Holders
467
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
Cerity Partners
226
Cerity Partners
New York
$553K
JWCA
227
J.W. Cole Advisors
Florida
$550K
ALA
228
Atlas Legacy Advisors
California
$550K
SWM
229
Spire Wealth Management
Virginia
$543K
BL
230
Balentine LLC
Georgia
$543K
LFAS
231
Level Four Advisory Services
Texas
$537K
E
232
EntreWealth
Texas
$534K
AG
233
AmeriFlex Group
Nevada
$531K
CBT
234
Crews Bank & Trust
Florida
$526K
NL
235
NDWM LLC
California
$523K
WJA
236
Willis Johnson & Associates
Texas
$511K
FWM
237
Focused Wealth Management
New York
$509K
FHC
238
First Heartland Consultants
Missouri
$505K
AAS
239
Ameritas Advisory Services
Nebraska
$500K
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$499K
KPWS
241
Kestra Private Wealth Services
Texas
$496K
RFA
242
Rollins Financial Advisors
New York
$495K
WWA
243
WCG Wealth Advisors
Nevada
$494K
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$492K
MCCP
245
Mission Creek Capital Partners
California
$491K
EGWAG
246
Elwood & Goetz Wealth Advisory Group
Georgia
$490K
PAA
247
Peregrine Asset Advisers
Oregon
$488K
HFS
248
Howard Financial Services
Texas
$484K
ACM
249
AlphaStar Capital Management
North Carolina
$479K
WAAG
250
Wealth Alliance Advisory Group
Kansas
$475K