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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
NAM
301
NTV Asset Management
West Virginia
$343K
MA
302
Mutual Advisors
Nebraska
$342K
NRI
303
NFP Retirement Inc
California
$337K
AAP
304
Arax Advisory Partners
Colorado
$330K
BCM
305
Boreal Capital Management
Florida
$328K
CA
306
Continuum Advisory
Idaho
$326K
SF
307
Summit Financial
New Jersey
$326K
NFG
308
Norris Financial Group
South Carolina
$324K
First Trust Advisors
309
First Trust Advisors
Illinois
$317K
NC
310
NewSquare Capital
Pennsylvania
$315K
WWA
311
Wealth Watch Advisors
Colorado
$312K
IMT
312
Investment Management Trust
Massachusetts
$311K
SFP
313
Sandbox Financial Partners
Maryland
$307K
CWM
314
Cornerstone Wealth Management
Missouri
$304K
MAS
315
Meeder Advisory Services
Ohio
$300K
LOWM
316
Laurel Oak Wealth Management
New Jersey
$299K
IA
317
Integrity Alliance
Iowa
$299K
EWS
318
Evergreen Wealth Solutions
Pennsylvania
$297K
PIA
319
Perennial Investment Advisors
California
$296K
NB
320
Northwest Bancshares
Pennsylvania
$294K
WF
321
WealthPoint Financial
North Carolina
$288K
QCM
322
Quantinno Capital Management
New York
$279K
WIM
323
Wiregrass Investment Management
Georgia
$278K
FFA
324
Frazier Financial Advisors
Ohio
$272K
CPL
325
CAP Partners LLC
Tennessee
$272K