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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
PGF
276
Plan Group Financial
Oklahoma
$344K
BPWM
277
Badgley Phelps Wealth Managers
Washington
$336K
CFGW
278
Chancellor Financial Group WB
Pennsylvania
$323K
IAIM
279
International Assets Investment Management
Florida
$320K
MSAM
280
Moloney Securities Asset Management
Missouri
$317K
JSL
281
JT Stratford LLC
Georgia
$317K
CL
282
Choreo LLC
Illinois
$315K
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$309K
BWL
284
Bogart Wealth LLC
Virginia
$308K
BRWA
285
B. Riley Wealth Advisors
Florida
$307K
NC
286
NewSquare Capital
Pennsylvania
$307K
First Trust Advisors
287
First Trust Advisors
Illinois
$307K
OAS
288
Optivise Advisory Services
Tennessee
$306K
SFM
289
Signet Financial Management
New Jersey
$303K
IHWM
290
Iron Horse Wealth Management
Iowa
$301K
WWA
291
Wealth Watch Advisors
Colorado
$300K
MWM
292
Modern Wealth Management
Kansas
$299K
MCC
293
Money Concepts Capital
Florida
$289K
IA
294
Integrity Alliance
Iowa
$288K
GKWIM
295
Gerber Kawasaki Wealth & Investment Management
California
$287K
SFP
296
Sandbox Financial Partners
Maryland
$286K
CIAS
297
Capital Investment Advisory Services
North Carolina
$279K
MWM
298
MFG Wealth Management
Indiana
$279K
CAAS
299
Capital Asset Advisory Services
Michigan
$278K
RIL
300
Rothschild Investment LLC
Illinois
$276K