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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
BPWM
276
Badgley Phelps Wealth Managers
Washington
$336K
CFGW
277
Chancellor Financial Group WB
Pennsylvania
$323K -$16.7K -393 -5%
IAIM
278
International Assets Investment Management
Florida
$320K -$104K -2,456 -25%
MSAM
279
Moloney Securities Asset Management
Missouri
$317K
JSL
280
JT Stratford LLC
Georgia
$317K
CL
281
Choreo LLC
Illinois
$315K -$149K -3,500 -32%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$309K -$55.6K -1,311 -15%
BWL
283
Bogart Wealth LLC
Virginia
$308K -$360K -8,473 -54%
BRWA
284
B. Riley Wealth Advisors
Florida
$307K +$307K +7,244 New
NC
285
NewSquare Capital
Pennsylvania
$307K -$4.03K -95 -1%
First Trust Advisors
286
First Trust Advisors
Illinois
$307K -$4.03K -95 -1%
OAS
287
Optivise Advisory Services
Tennessee
$306K -$29.2K -689 -9%
SFM
288
Signet Financial Management
New Jersey
$303K +$1.27K +30 +0.4%
IHWM
289
Iron Horse Wealth Management
Iowa
$301K -$1.95K -46 -0.6%
WWA
290
Wealth Watch Advisors
Colorado
$300K -$9.08K -214 -3%
MWM
291
Modern Wealth Management
Kansas
$299K -$13.2K -311 -4%
MCC
292
Money Concepts Capital
Florida
$289K -$19.7K -463 -6%
IA
293
Integrity Alliance
Iowa
$288K -$358K -8,425 -55%
GKWIM
294
Gerber Kawasaki Wealth & Investment Management
California
$287K -$16.3K -383 -5%
SFP
295
Sandbox Financial Partners
Maryland
$286K
CIAS
296
Capital Investment Advisory Services
North Carolina
$279K +$934 +22 +0.3%
MWM
297
MFG Wealth Management
Indiana
$279K -$9.93K -234 -3%
CAAS
298
Capital Asset Advisory Services
Michigan
$278K +$3.32K +77 +1%
RIL
299
Rothschild Investment LLC
Illinois
$276K -$6.15K -145 -2%
AL
300
ACAS LLC
California
$274K