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
AWA
376
Arkadios Wealth Advisors
Georgia
$213K +$215K +4,681 New
William Blair & Company
377
William Blair & Company
Illinois
$210K +$53.1K +1,155 +33%
KWA
378
Kellett Wealth Advisors
Ohio
$209K +$211K +4,600 New
SFS
379
Sowell Financial Services
Arkansas
$208K +$210K +4,568 New
CA
380
Claro Advisors
Massachusetts
$208K -$81.1K -1,765 -28%
WIC
381
Woodmont Investment Counsel
Tennessee
$207K +$209K +4,558 New
CGPCS
382
Capital Group Private Client Services
California
$206K +$208K +4,534 New
MCC
383
Money Concepts Capital
Florida
$205K +$207K +4,506 New
FWI
384
Facet Wealth Inc
Maryland
$205K +$207K +4,496 New
CFS
385
Coordinated Financial Services
Colorado
$204K +$206K +4,478 New
EP
386
Edgestream Partners
New Jersey
$203K +$205K +4,458 New
KFS
387
Kaizen Financial Strategies
California
$203K +$202K +4,394 New
DAS
388
Dynamic Advisor Solutions
Arizona
$202K -$26.9K -586 -12%
JSW
389
Journey Strategic Wealth
New Jersey
$202K +$203K +4,428 New
ACM
390
Advisors Capital Management
New Jersey
$201K -$156K -3,403 -44%
HWA
391
Heritage Wealth Advisors
Virginia
$189K +$191K +4,150 New
CIR
392
Clear Investment Research
Georgia
$185K +$187K +4,072 New
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$178K +$92 +2 +0.1%
JHCP
394
Jackson Hole Capital Partners
Oklahoma
$157K
CT
395
Colonial Trust
South Carolina
$148K +$15.6K +339 +12%
ACA
396
Atlas Capital Advisors
Wyoming
$146K
FC
397
Fairscale Capital
New Hampshire
$134K
CFB
398
Cullen/Frost Bankers
Texas
$117K +$119K +2,581 New
HIA
399
Harbor Investment Advisory
Maryland
$114K
NSIM
400
North Star Investment Management
Illinois
$107K