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State Street SPDR Portfolio S&P 500 High Dividend ETF

496 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 62 funds opening new positions, 200 increasing their positions, 139 reducing their positions, and 29 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:

4.31% less ownership

Funds ownership: 32.27%27.96% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$366M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Arkadios Wealth Advisors
Georgia
$213K
William Blair & Company
377
William Blair & Company
Illinois
$210K
KWA
378
Kellett Wealth Advisors
Ohio
$209K
SFS
379
Sowell Financial Services
Arkansas
$208K
CA
380
Claro Advisors
Massachusetts
$208K
WIC
381
Woodmont Investment Counsel
Tennessee
$207K
CGPCS
382
Capital Group Private Client Services
California
$206K
MCC
383
Money Concepts Capital
Florida
$205K
FWI
384
Facet Wealth Inc
Maryland
$205K
CFS
385
Coordinated Financial Services
Colorado
$204K
EP
386
Edgestream Partners
New Jersey
$203K
KFS
387
Kaizen Financial Strategies
California
$203K
DAS
388
Dynamic Advisor Solutions
Arizona
$202K
JSW
389
Journey Strategic Wealth
New Jersey
$202K
ACM
390
Advisors Capital Management
New Jersey
$201K
HWA
391
Heritage Wealth Advisors
Virginia
$189K
CIR
392
Clear Investment Research
Georgia
$185K
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$178K
JHCP
394
Jackson Hole Capital Partners
Oklahoma
$157K
CT
395
Colonial Trust
South Carolina
$148K
ACA
396
Atlas Capital Advisors
Wyoming
$146K
FC
397
Fairscale Capital
New Hampshire
$134K
CFB
398
Cullen/Frost Bankers
Texas
$117K
HIA
399
Harbor Investment Advisory
Maryland
$114K
NSIM
400
North Star Investment Management
Illinois
$107K