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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 %
VCM
301
Virtue Capital Management
Tennessee
$268K +$268K +6,055 New
CBT
302
Crews Bank & Trust
Florida
$265K +$14.4K +325 +6%
CF
303
Centaurus Financial
California
$265K +$27.6K +623 +12%
EWM
304
Evercore Wealth Management
New York
$264K
AL
305
ACAS LLC
California
$260K
MWAM
306
Manhattan West Asset Management
California
$257K +$885 +20 +0.3%
WA
307
WBH Advisory
Maryland
$255K
AIP
308
Ameritas Investment Partners
Nebraska
$253K -$1.99K -45 -0.8%
SFFS
309
Stonehage Fleming Financial Services
Jersey
$252K
TSS
310
Two Sigma Securities
New York
$252K -$206K -4,663 -45%
AF
311
Apollon Financial
South Carolina
$251K +$44.3K +1,000 +21%
Bank of Nova Scotia
312
Bank of Nova Scotia
Ontario, Canada
$249K
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$246K +$12.3K +277 +5%
CSP
314
Cary Street Partners
Virginia
$244K
GWSG
315
GPS Wealth Strategies Group
Colorado
$243K +$7.53K +170 +3%
CPRC
316
Consolidated Portfolio Review Corp
New York
$241K +$241K +5,437 New
AWM
317
Alterna Wealth Management
Texas
$239K
CWM
318
Cornerstone Wealth Management
Missouri
$235K +$575 +13 +0.2%
BAM
319
Belpointe Asset Management
Nevada
$232K +$232K +5,249 New
GL
320
Graypoint LLC
New York
$231K
BMWM
321
Brown Miller Wealth Management
Virginia
$225K
FIA
322
Foundations Investment Advisors
Arizona
$224K -$737K -16,644 -77%
WT
323
Whittier Trust
California
$223K -$35.5K -803 -14%
HIP
324
HUB Investment Partners
Texas
$223K +$223K +5,034 New
CCAM
325
Cascades Capital Asset Management
North Carolina
$221K +$221K +5,000 New