SPYD icon

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
SNB
251
Security National Bank
Nebraska
$414K
PAS
252
Park Avenue Securities
New York
$411K
VIP
253
Vantage Investment Partners
Missouri
$410K
T
254
Tidemark
California
$404K
CCA
255
Conservest Capital Advisors
Pennsylvania
$398K
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$398K
ACM
257
Altrius Capital Management
North Carolina
$391K
SPC
258
Sigma Planning Corp
Michigan
$386K
SWMG
259
Signature Wealth Management Group
Georgia
$385K
IF
260
Intrua Financial
Texas
$383K
WIA
261
World Investment Advisors
California
$379K
LFG
262
Larson Financial Group
Missouri
$377K
NAM
263
NTV Asset Management
West Virginia
$373K
US Bancorp
264
US Bancorp
Minnesota
$372K
MA
265
Mutual Advisors
Nebraska
$372K
EFG
266
Erickson Financial Group
Pennsylvania
$371K
LFAS
267
Level Four Advisory Services
Texas
$368K
IWM
268
IHT Wealth Management
Illinois
$361K
DA
269
Detalus Advisors
Missouri
$359K
CA
270
Continuum Advisory
Idaho
$358K
DE
271
Diversified Enterprises
Delaware
$354K
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$354K
LMKC
273
L.M. Kohn & Company
Ohio
$350K
WKWM
274
Walter & Keenan Wealth Management
Indiana
$349K
NWA
275
Navis Wealth Advisors
New York
$345K