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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 %
WPA
351
Wealth Preservation Advisors
Tennessee
$128K +$128K +2,891 New
TF
352
Tompkins Financial
New York
$120K
AC
353
AlphaCore Capital
California
$118K +$118K +2,670 New
OIA
354
Optimum Investment Advisors
Illinois
$117K -$120K -2,700 -51%
PA
355
PSI Advisors
Florida
$115K
CHC
356
City Holding Co
West Virginia
$114K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$106K -$14.3K -324 -12%
NSIM
358
North Star Investment Management
Illinois
$104K
RWM
359
Rialto Wealth Management
New York
$102K
SS
360
Sunbelt Securities
Texas
$102K +$16.8K +380 +20%
William Blair & Company
361
William Blair & Company
Illinois
$101K -$200K -4,519 -66%
PWS
362
Peterson Wealth Services
Utah
$90.8K +$7.74K +175 +9%
FWM
363
FSA Wealth Management
Massachusetts
$90.5K +$885 +20 +1%
TFGT
364
TS Financial Group (TSFG)
Illinois
$89K
CT
365
Colonial Trust
South Carolina
$88K +$11.4K +261 +15%
WTFG
366
Wood Tarver Financial Group
Idaho
$81.5K
CAL
367
Capital Analysts LLC
Pennsylvania
$77K +$15.5K +350 +25%
HIA
368
Harbor Investment Advisory
Maryland
$75.6K
VWWMG
369
Vermillion & White Wealth Management Group
Pennsylvania
$74.1K -$66.3K -1,497 -47%
WF
370
Wayfinding Financial
Washington
$72K +$72K +1,648 New
AIM
371
Anchor Investment Management
South Carolina
$66.4K
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66K +$66K +1,492 New
FFWM
373
Future Financial Wealth Management
Ohio
$65.5K
CA
374
CoreCap Advisors
Michigan
$63.9K -$22.4K -505 -26%
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$63.5K