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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
EWM
326
Evercore Wealth Management
New York
$272K
IAN
327
Integrated Advisors Network
Texas
$271K
PI
328
PFG Investments
New York
$270K
SFGM
329
Stonebridge Financial Group (Missouri)
Missouri
$270K
OPWM
330
Oregon Pacific Wealth Management
Oregon
$267K
CFP
331
Catalyst Financial Partners
Massachusetts
$265K
IAIM
332
International Assets Investment Management
Florida
$265K
CCM
333
Cloud Capital Management
Washington
$263K
WA
334
WBH Advisory
Maryland
$262K
UB
335
UMB Bank
Missouri
$262K
DWM
336
Diversify Wealth Management
Utah
$262K
SFFS
337
Stonehage Fleming Financial Services
Jersey
$259K
Bank of Nova Scotia
338
Bank of Nova Scotia
Ontario, Canada
$256K
BPA
339
Beacon Pointe Advisors
California
$255K
GKWIM
340
Gerber Kawasaki Wealth & Investment Management
California
$253K
CBA
341
Coastal Bridge Advisors
Connecticut
$251K
CSP
342
Cary Street Partners
Virginia
$250K
CFP
343
Cascade Financial Partners
California
$250K
MFG
344
Merit Financial Group
Georgia
$249K
VIP
345
Vantage Investment Partners
Missouri
$244K
MWM
346
Modern Wealth Management
Kansas
$244K
Betterment LLC
347
Betterment LLC
New York
$242K
HNB
348
Huntington National Bank
Ohio
$240K
CMMS
349
Comprehensive Money Management Services
Florida
$240K
OAG
350
Oakmont Advisory Group
New Mexico
$238K