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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

305% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.3M

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

46% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 138

5% more funds holding

Funds holding: 473497 (+24)

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
+24
Holders Change %
+5.07%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
63
Increased
202
Reduced
138
Closed
29
Calls
$5.27M
Puts
$1.3M
Net Calls
+$3.97M
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$601K -$25.8K -562 -4%
AWM
227
Austin Wealth Management
Texas
$592K -$371K -8,069 -38%
VCM
228
Virtue Capital Management
Tennessee
$587K
AWA
229
Arete Wealth Advisors
Illinois
$582K
ARC
230
Advisor Resource Council
Texas
$581K +$85.2K +1,854 +17%
ALA
231
Atlas Legacy Advisors
California
$579K
IP
232
Ignite Planners
California
$578K +$781 +17 +0.1%
CBT
233
Crews Bank & Trust
Florida
$574K +$20.9K +455 +4%
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$570K +$55.1K +1,200 +11%
BL
235
Balentine LLC
Georgia
$568K -$3.03K -66 -0.5%
WJA
236
Willis Johnson & Associates
Texas
$558K +$20.2K +439 +4%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$558K +$337K +7,326 +148%
SFG
238
Sovereign Financial Group
Connecticut
$554K +$85.6K +1,862 +18%
FHC
239
First Heartland Consultants
Missouri
$541K +$9.93K +216 +2%
KPWS
240
Kestra Private Wealth Services
Texas
$536K +$14.2K +310 +3%
WWA
241
WCG Wealth Advisors
Nevada
$534K +$13.8K +300 +3%
AAS
242
Ameritas Advisory Services
Nebraska
$532K +$5.74K +125 +1%
LFAS
243
Level Four Advisory Services
Texas
$531K -$34.7K -756 -6%
AG
244
AmeriFlex Group
Nevada
$527K -$32.8K -714 -6%
FWM
245
Focused Wealth Management
New York
$525K -$10.1K -220 -2%
TAM
246
TCP Asset Management
Ohio
$519K +$524K +11,396 New
MCCP
247
Mission Creek Capital Partners
California
$517K
US Bancorp
248
US Bancorp
Minnesota
$511K +$113K +2,450 +28%
HFS
249
Howard Financial Services
Texas
$510K
FGG
250
Financial Guidance Group
Florida
$506K +$69.8K +1,519 +16%