SPYD icon

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, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
276
JT Stratford LLC
Georgia
$331K
AAP
277
Arax Advisory Partners
Colorado
$327K -$4.74K -107 -1%
MWM
278
Modern Wealth Management
Kansas
$326K -$11.1K -251 -3%
NC
279
NewSquare Capital
Pennsylvania
$324K -$92.5K -2,089 -22%
First Trust Advisors
280
First Trust Advisors
Illinois
$324K -$92.5K -2,089 -22%
MCC
281
Money Concepts Capital
Florida
$322K +$322K +7,280 New
WWA
282
Wealth Watch Advisors
Colorado
$322K +$31.2K +705 +11%
GKWIM
283
Gerber Kawasaki Wealth & Investment Management
California
$316K
IHWM
284
Iron Horse Wealth Management
Iowa
$316K -$1.02K -23 -0.3%
SFM
285
Signet Financial Management
New Jersey
$315K -$57.1K -1,289 -15%
BCM
286
Brookstone Capital Management
Illinois
$312K -$1.55K -35 -0.5%
ASN
287
Advisory Services Network
Georgia
$311K -$61.7K -1,394 -17%
PFA
288
Portland Financial Advisors
New York
$304K
MWM
289
MFG Wealth Management
Indiana
$301K +$68.8K +1,555 +30%
SFP
290
Sandbox Financial Partners
Maryland
$299K
RIL
291
Rothschild Investment LLC
Illinois
$295K +$1.28K +29 +0.4%
CIAS
292
Capital Investment Advisory Services
North Carolina
$290K +$42.1K +952 +17%
BBWP
293
Beacon Bridge Wealth Partners
Pennsylvania
$287K +$13.9K +315 +5%
NB
294
Northwest Bancshares
Pennsylvania
$285K
CPL
295
CAP Partners LLC
Tennessee
$282K -$43.7K -987 -13%
CAAS
296
Capital Asset Advisory Services
Michigan
$282K
AWM
297
Axxcess Wealth Management
California
$282K
DAS
298
Dynamic Advisor Solutions
Arizona
$278K +$278K +6,279 New
SXL
299
Summit X LLC
Missouri
$278K +$34.8K +786 +14%
AWM
300
AllSquare Wealth Management
New York
$274K