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State Street SPDR Portfolio S&P 500 High Dividend ETF

467 hedge funds and large institutions have $2.33B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 43 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:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 32.39%32.25% (-0.15%)

2% less capital invested

Capital invested by funds: $2.39B → $2.33B (-$52.4M)

Holders
467
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
$5.15M
Puts
$463K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$313K
WWA
302
Wealth Watch Advisors
Colorado
$313K
NC
303
NewSquare Capital
Pennsylvania
$312K
First Trust Advisors
304
First Trust Advisors
Illinois
$312K
BCM
305
Boreal Capital Management
Florida
$311K
CA
306
Continuum Advisory
Idaho
$304K
SFP
307
Sandbox Financial Partners
Maryland
$292K
CWM
308
Cornerstone Wealth Management
Missouri
$288K
CAAS
309
Capital Asset Advisory Services
Michigan
$284K
AC
310
Apella Capital
Connecticut
$280K
NB
311
Northwest Bancshares
Pennsylvania
$279K
KWM
312
KW Wealth Management
California
$278K
CIAS
313
Capital Investment Advisory Services
North Carolina
$276K
IA
314
Integrity Alliance
Iowa
$276K
CA
315
Claro Advisors
Massachusetts
$274K
LOWM
316
Laurel Oak Wealth Management
New Jersey
$266K
IAN
317
Integrated Advisors Network
Texas
$265K
CJ
318
Caitlin John
Michigan
$264K
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$260K
FFA
320
Frazier Financial Advisors
Ohio
$259K
EWM
321
Evercore Wealth Management
New York
$258K
CPL
322
CAP Partners LLC
Tennessee
$258K
PI
323
PFG Investments
New York
$256K
SFGM
324
Stonebridge Financial Group (Missouri)
Missouri
$256K
CFP
325
Catalyst Financial Partners
Massachusetts
$252K