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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, 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
CT
376
Clearstead Trust
Maine
$59.2K
BlackRock
377
BlackRock
New York
$58.7K
HR
378
Howe & Rusling
New York
$55.1K
TCOV
379
Trust Company of Vermont
Vermont
$51.3K
GEA
380
Glen Eagle Advisors
New Jersey
$50.9K
CWM
381
Copia Wealth Management
Oregon
$49.8K
FDW
382
Fourth Dimension Wealth
Ohio
$46.5K
CIAS
383
CBIZ Investment Advisory Services
Ohio
$45.7K
WCM
384
Westend Capital Management
California
$43.6K
BAM
385
Bellevue Asset Management
Washington
$43K
TAM
386
Townsend Asset Management
North Carolina
$41.6K
NECFA
387
New England Capital Financial Advisors
Connecticut
$41.2K
WIM
388
Westside Investment Management
California
$39.8K
NB
389
NBT Bank
New York
$38.9K
AWM
390
Angeles Wealth Management
California
$36.7K
PS
391
Principal Securities
Iowa
$35.6K
S
392
Sachetta
Massachusetts
$35.4K
SIM
393
Synergy Investment Management
Florida
$34.2K
LFASL
394
Lugano Financial Advisors SA (LFA)
Switzerland
$33.6K
AF
395
Advisornet Financial
Minnesota
$33.4K
BBHC
396
Brown Brothers Harriman & Co
New York
$31.7K
WP
397
WealthShield Partners
North Carolina
$31.7K
PA
398
Pineridge Advisors
Missouri
$28.7K
AFG
399
Albion Financial Group
Utah
$28K
NEWAS
400
N.E.W. Advisory Services
Wisconsin
$26.7K