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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
SAI
251
Savvy Advisors Inc
New York
$505K +$287K +6,244 +129%
E
252
EntreWealth
Texas
$502K -$14.7K -321 -3%
WAAG
253
Wealth Alliance Advisory Group
Kansas
$499K
BlackRock
254
BlackRock
New York
$494K +$383K +8,328 +330%
ACM
255
AlphaStar Capital Management
North Carolina
$489K -$14.9K -324 -3%
CA
256
Cache Advisors
California
$486K
SPC
257
Sigma Planning Corp
Michigan
$476K +$19.4K +422 +4%
EGA
258
Eagle Global Advisors
Texas
$475K -$5.51K -120 -1%
PTC
259
Private Trust Company
Ohio
$473K -$459 -10 -0.1%
SFA
260
Sequoia Financial Advisors
Ohio
$473K +$27.7K +603 +6%
SI
261
SimpliFi Inc
California
$463K +$4.64K +101 +1%
PIM
262
Parker Investment Management
California
$459K -$175K -3,799 -27%
LFG
263
Larson Financial Group
Missouri
$456K +$49.4K +1,075 +12%
AC
264
AlphaCore Capital
California
$455K +$127K +2,756 +38%
HNWAG
265
High Net Worth Advisory Group
Florida
$452K +$2.71K +59 +0.6%
JWM
266
Johnson Wealth Management
North Dakota
$447K +$5.05K +110 +1%
SAS
267
Sage Advisory Services
Texas
$447K -$33.8K -736 -7%
CA
268
COFG Advisors
Illinois
$447K +$4.46K +97 +1%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$446K +$174K +3,789 +63%
EPW
270
Endeavor Private Wealth
Kansas
$446K -$32.2K -700 -7%
OC
271
Oarsman Capital
Wisconsin
$438K +$276 +6 +0.1%
PWP
272
Principle Wealth Partners
Connecticut
$434K +$9.74K +212 +2%
T
273
Tidemark
California
$433K +$438K +9,522 New
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$425K -$367K -7,980 -46%
RFA
275
Register Financial Advisors
Georgia
$422K +$62.8K +1,366 +17%