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SPDR Portfolio S&P 500 High Dividend ETF

454 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$5.88M)

1.21% less ownership

Funds ownership: 30.28%29.07% (-1.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.24M
Puts
$1.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$408K
WIA
252
World Investment Advisors
California
$403K
DWP
253
Daymark Wealth Partners
Ohio
$403K
ACM
254
Altrius Capital Management
North Carolina
$401K
LFG
255
Larson Financial Group
Missouri
$400K
SPC
256
Sigma Planning Corp
Michigan
$400K
EFG
257
Erickson Financial Group
Pennsylvania
$394K
Brown Advisory
258
Brown Advisory
Maryland
$392K
NAM
259
NTV Asset Management
West Virginia
$389K
US Bancorp
260
US Bancorp
Minnesota
$388K
DA
261
Detalus Advisors
Missouri
$388K
SWP
262
Sagespring Wealth Partners
Tennessee
$384K
LFAS
263
Level Four Advisory Services
Texas
$384K
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$381K
DE
265
Diversified Enterprises
Delaware
$373K
IA
266
IFC Advisors
California
$372K
WKWM
267
Walter & Keenan Wealth Management
Indiana
$371K
NWA
268
Navis Wealth Advisors
New York
$360K
IF
269
Intrua Financial
Texas
$355K
CFGW
270
Chancellor Financial Group WB
Pennsylvania
$354K
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$354K
BPWM
272
Badgley Phelps Wealth Managers
Washington
$350K
OAS
273
Optivise Advisory Services
Tennessee
$350K
AG
274
AmeriFlex Group
Nevada
$346K
MSAM
275
Moloney Securities Asset Management
Missouri
$331K