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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
NAM
301
NTV Asset Management
West Virginia
$343K -$36.8K -800 -10%
MA
302
Mutual Advisors
Nebraska
$342K -$17.9K -390 -5%
NRI
303
NFP Retirement Inc
California
$337K +$106K +2,315 +46%
AAP
304
Arax Advisory Partners
Colorado
$330K -$48.2K -1,048 -13%
BCM
305
Boreal Capital Management
Florida
$328K +$331K +7,200 New
CA
306
Continuum Advisory
Idaho
$326K +$5.88K +128 +2%
SF
307
Summit Financial
New Jersey
$326K +$329K +7,165 New
NFG
308
Norris Financial Group
South Carolina
$324K
First Trust Advisors
309
First Trust Advisors
Illinois
$317K -$12.1K -264 -4%
NC
310
NewSquare Capital
Pennsylvania
$315K -$13.7K -298 -4%
WWA
311
Wealth Watch Advisors
Colorado
$312K -$16.8K -365 -5%
IMT
312
Investment Management Trust
Massachusetts
$311K +$314K +6,833 New
SFP
313
Sandbox Financial Partners
Maryland
$307K
CWM
314
Cornerstone Wealth Management
Missouri
$304K +$689 +15 +0.2%
MAS
315
Meeder Advisory Services
Ohio
$300K -$146K -3,180 -33%
LOWM
316
Laurel Oak Wealth Management
New Jersey
$299K +$18.5K +403 +7%
IA
317
Integrity Alliance
Iowa
$299K +$8.27K +180 +3%
EWS
318
Evergreen Wealth Solutions
Pennsylvania
$297K +$300K +6,527 New
PIA
319
Perennial Investment Advisors
California
$296K -$108K -2,354 -27%
NB
320
Northwest Bancshares
Pennsylvania
$294K
WF
321
WealthPoint Financial
North Carolina
$288K +$50.5K +1,099 +21%
QCM
322
Quantinno Capital Management
New York
$279K -$64.3K -1,400 -19%
WIM
323
Wiregrass Investment Management
Georgia
$278K +$280K +6,102 New
FFA
324
Frazier Financial Advisors
Ohio
$272K
CPL
325
CAP Partners LLC
Tennessee
$272K +$781 +17 +0.3%