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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
EFG
276
Erickson Financial Group
Pennsylvania
$418K +$2.3K +50 +0.5%
BCM
277
Brookstone Capital Management
Illinois
$417K +$24.2K +527 +6%
MWP
278
Meriwether Wealth & Planning
Louisiana
$417K -$55.5K -1,208 -12%
JSL
279
JT Stratford LLC
Georgia
$414K
SWMG
280
Signature Wealth Management Group
Georgia
$413K
NWA
281
Navis Wealth Advisors
New York
$411K +$41.3K +898 +11%
RFA
282
Rollins Financial Advisors
New York
$407K -$115K -2,493 -22%
RIL
283
Rothschild Investment LLC
Illinois
$399K +$8.32K +181 +2%
BIA
284
Barry Investment Advisors
Massachusetts
$396K -$17M -370,630 -98%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$391K +$4.09K +89 +1%
CCA
286
Conservest Capital Advisors
Pennsylvania
$390K -$37.7K -820 -9%
DE
287
Diversified Enterprises
Delaware
$389K +$4.18K +91 +1%
IF
288
Intrua Financial
Texas
$386K -$23.5K -512 -6%
PCA
289
Prosperity Capital Advisors
Ohio
$380K -$50.8K -1,105 -12%
PWA
290
Perspective Wealth Advisors
Colorado
$374K +$150K +3,257 +66%
IA
291
IFC Advisors
California
$371K +$7.21K +157 +2%
BPWM
292
Badgley Phelps Wealth Managers
Washington
$370K +$10.2K +221 +3%
RWI
293
Red Wave Investments
Pennsylvania
$366K +$370K +8,049 New
CAG
294
Carroll Advisory Group
Texas
$366K +$139K +3,033 +61%
OC
295
Oakworth Capital
Alabama
$364K
SNB
296
Security National Bank
Nebraska
$362K
WKWM
297
Walter & Keenan Wealth Management
Indiana
$355K -$18.4K -400 -5%
TW
298
Tempo Wealth
Ohio
$352K +$3.54K +77 +1%
KW
299
KWB Wealth
California
$347K -$16.1K -350 -4%
CAAS
300
Capital Asset Advisory Services
Michigan
$345K +$44.7K +972 +15%