We are live on ! Find out more
SPYD icon

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
NWA
351
Northwest Wealth Advisors
Washington
$234K +$1.01K +22 +0.4%
SS
352
Sunbelt Securities
Texas
$234K +$130K +2,826 +123%
FIA
353
Foundations Investment Advisors
Arizona
$232K -$17.4K -378 -7%
CI
354
CX Institutional
Indiana
$231K -$14.7K -321 -6%
Northern Trust
355
Northern Trust
Illinois
$230K +$6.89K +150 +3%
CWM
356
Collaborative Wealth Management
Florida
$229K +$6.98K +152 +3%
CIAS
357
Capital Investment Advisory Services
North Carolina
$229K -$62.4K -1,358 -21%
WI
358
Westbourne Investments
Virginia
$229K +$1.75K +38 +0.8%
CRWM
359
Castle Rock Wealth Management
California
$226K +$227K +4,951 New
NP
360
Nilsine Partners
Colorado
$226K
BWL
361
Bogart Wealth LLC
Virginia
$224K +$151K +3,286 +200%
CJ
362
Caitlin John
Michigan
$223K -$56.1K -1,221 -20%
AWM
363
Accel Wealth Management
Iowa
$222K +$919 +20 +0.4%
WT
364
Whittier Trust
California
$221K -$9.05K -197 -4%
DA
365
Detalus Advisors
Missouri
$221K -$18.4K -400 -8%
MWM
366
Mission Wealth Management
California
$221K -$2.61M -56,695 -92%
FCA
367
Fortis Capital Advisors
Kansas
$219K +$221K +4,816 New
CFGW
368
Chancellor Financial Group WB
Pennsylvania
$218K -$4.32K -94 -2%
PIA
369
Panoramic Investment Advisors
Colorado
$218K +$1.52K +33 +0.7%
OC
370
Oppenheimer & Co
New York
$216K -$45.9K -998 -17%
MWM
371
Mascagni Wealth Management
Mississippi
$216K -$24.3K -529 -10%
AFA
372
Amicus Financial Advisors
Texas
$215K
NW
373
NewEdge Wealth
Pennsylvania
$215K +$217K +4,733 New
BMWM
374
Brown Miller Wealth Management
Virginia
$214K -$17.1K -372 -7%
AIP
375
Ameritas Investment Partners
Nebraska
$214K +$1.01K +22 +0.5%