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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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
276
Erickson Financial Group
Pennsylvania
$418K
BCM
277
Brookstone Capital Management
Illinois
$417K
MWP
278
Meriwether Wealth & Planning
Louisiana
$417K
JSL
279
JT Stratford LLC
Georgia
$414K
SWMG
280
Signature Wealth Management Group
Georgia
$413K
NWA
281
Navis Wealth Advisors
New York
$411K
RFA
282
Rollins Financial Advisors
New York
$407K
RIL
283
Rothschild Investment LLC
Illinois
$399K
BIA
284
Barry Investment Advisors
Massachusetts
$396K
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$391K
CCA
286
Conservest Capital Advisors
Pennsylvania
$390K
DE
287
Diversified Enterprises
Delaware
$389K
IF
288
Intrua Financial
Texas
$386K
PCA
289
Prosperity Capital Advisors
Ohio
$380K
PWA
290
Perspective Wealth Advisors
Colorado
$374K
IA
291
IFC Advisors
California
$371K
BPWM
292
Badgley Phelps Wealth Managers
Washington
$370K
RWI
293
Red Wave Investments
Pennsylvania
$366K
CAG
294
Carroll Advisory Group
Texas
$366K
OC
295
Oakworth Capital
Alabama
$364K
SNB
296
Security National Bank
Nebraska
$362K
WKWM
297
Walter & Keenan Wealth Management
Indiana
$355K
TW
298
Tempo Wealth
Ohio
$352K
KW
299
KWB Wealth
California
$347K
CAAS
300
Capital Asset Advisory Services
Michigan
$345K