SPYD icon

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, 181 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$5.88M)

1.21% less ownership

Funds ownership: 30.28%29.07% (-1.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.24M
Puts
$1.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
351
Wealth Preservation Advisors
Tennessee
$128K
TF
352
Tompkins Financial
New York
$120K
AC
353
AlphaCore Capital
California
$118K
OIA
354
Optimum Investment Advisors
Illinois
$117K
PA
355
PSI Advisors
Florida
$115K
CHC
356
City Holding Co
West Virginia
$114K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$106K
NSIM
358
North Star Investment Management
Illinois
$104K
RWM
359
Rialto Wealth Management
New York
$102K
SS
360
Sunbelt Securities
Texas
$102K
William Blair & Company
361
William Blair & Company
Illinois
$101K
PWS
362
Peterson Wealth Services
Utah
$90.8K
FWM
363
FSA Wealth Management
Massachusetts
$90.5K
TFGT
364
TS Financial Group (TSFG)
Illinois
$89K
CT
365
Colonial Trust
South Carolina
$88K
WTFG
366
Wood Tarver Financial Group
Idaho
$81.5K
CAL
367
Capital Analysts LLC
Pennsylvania
$77K
HIA
368
Harbor Investment Advisory
Maryland
$75.6K
VWWMG
369
Vermillion & White Wealth Management Group
Pennsylvania
$74.1K
WF
370
Wayfinding Financial
Washington
$72K
AIM
371
Anchor Investment Management
South Carolina
$66.4K
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66K
FFWM
373
Future Financial Wealth Management
Ohio
$65.5K
CA
374
CoreCap Advisors
Michigan
$63.9K
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$63.5K