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SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 454449 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
449
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
$3.41M
Puts
$518K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$230K
CWM
327
Cornerstone Wealth Management
Missouri
$226K
MWAM
328
Manhattan West Asset Management
California
$225K
SXL
329
Summit X LLC
Missouri
$223K
CPRC
330
Consolidated Portfolio Review Corp
New York
$222K
GL
331
Graypoint LLC
New York
$221K
DWM
332
Diversify Wealth Management
Utah
$221K
MWM
333
Mascagni Wealth Management
Mississippi
$218K
BMWM
334
Brown Miller Wealth Management
Virginia
$216K
FIA
335
Foundations Investment Advisors
Arizona
$216K
WT
336
Whittier Trust
California
$214K
BCI
337
Brinker Capital Investments
Pennsylvania
$213K
NP
338
Nilsine Partners
Colorado
$208K
AWM
339
Accel Wealth Management
Iowa
$204K
MA
340
MJP Associates
Connecticut
$204K
DS
341
DRW Securities
Illinois
$203K
Northern Trust
342
Northern Trust
Illinois
$202K
CWM
343
Collaborative Wealth Management
Florida
$201K
AIP
344
Ameritas Investment Partners
Nebraska
$196K
AAP
345
Arax Advisory Partners
Colorado
$193K
CIR
346
Clear Investment Research
Georgia
$171K
PA
347
Parallel Advisors
California
$153K
JHCP
348
Jackson Hole Capital Partners
Oklahoma
$147K
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$143K
ACA
350
Atlas Capital Advisors
Wyoming
$136K