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State Street SPDR Portfolio S&P 500 High Dividend ETF

467 hedge funds and large institutions have $2.33B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 32.39%32.25% (-0.15%)

2% less capital invested

Capital invested by funds: $2.39B → $2.33B (-$52.4M)

Holders
467
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
$5.15M
Puts
$463K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$101K
RWM
377
Rialto Wealth Management
New York
$100K
SS
378
Sunbelt Securities
Texas
$99.6K
MGI
379
Miller Global Investments
Texas
$93.6K
KFAS
380
Keating Financial Advisory Services
Kansas
$91.1K
PWS
381
Peterson Wealth Services
Utah
$90.8K
TFGT
382
TS Financial Group (TSFG)
Illinois
$87K
IA
383
IFP Advisors
Florida
$85.1K
WIM
384
Westside Investment Management
California
$84.3K
CAL
385
Capital Analysts LLC
Pennsylvania
$75K
TCM
386
Triumph Capital Management
Colorado
$74.2K
UBS AM
387
UBS AM
Illinois
$73.9K
VWWMG
388
Vermillion & White Wealth Management Group
Pennsylvania
$72.4K
BWL
389
Bogart Wealth LLC
Virginia
$71K
AIM
390
Anchor Investment Management
South Carolina
$64.9K
CTA
391
Colonial Trust Advisors
South Carolina
$64.8K
CT
392
Clearstead Trust
Maine
$57.8K
SAG
393
SageView Advisory Group
California
$51.5K
TCOV
394
Trust Company of Vermont
Vermont
$50.2K
GEA
395
Glen Eagle Advisors
New Jersey
$49.7K
CWM
396
Copia Wealth Management
Oregon
$48.7K
AF
397
Advisornet Financial
Minnesota
$48K
BAM
398
Bellevue Asset Management
Washington
$47.9K
HR
399
Howe & Rusling
New York
$47.6K
VWM
400
Vermillion Wealth Management
Minnesota
$46.7K