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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
401
American Capital Advisory
Idaho
$23.9K
SIS
402
Sound Income Strategies
Florida
$23.9K +$976 +23 +4%
AF
403
Advisornet Financial
Minnesota
$23.6K -$8.49K -200 -26%
AG
404
AmeriFlex Group
Nevada
$21.6K -$309K -7,315 -93%
CFO
405
CVA Family Office
Colorado
$19.6K
T
406
Transce3nd
Texas
$16.4K -$1.49K -35 -8%
AFG
407
Albion Financial Group
Utah
$16K -$10.9K -256 -40%
NFSG
408
Newbridge Financial Services Group
Florida
$14.9K +$4.67K +110 +46%
CSC
409
Caldwell Sutter Capital
California
$14.6K
VWM
410
Vermillion Wealth Management
Minnesota
$13K
AIM
411
Arcadia Investment Management
Michigan
$12.7K
CTC
412
Central Trust Company
Missouri
$12.7K +$12.7K +300 New
GSWM
413
Golden State Wealth Management
California
$12.3K +$85 +2 +0.7%
TAM
414
Townsend Asset Management
North Carolina
$11.7K -$28.2K -664 -71%
Russell Investments Group
415
Russell Investments Group
United Kingdom
$11.7K
PWAM
416
Private Wealth Asset Management
Iowa
$11.5K
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$11.4K +$11.3K +267 +13,350%
SWA
418
SOA Wealth Advisors
New York
$10.6K
LAM
419
Lynch Asset Management
Pennsylvania
$10.6K +$10.6K +250 New
CIA
420
Cape Investment Advisory
Georgia
$10.4K
SMA
421
Sage Mountain Advisors
Georgia
$9.16K
TF
422
Tompkins Financial
New York
$8.49K -$106K -2,500 -93%
KFI
423
Key Financial Inc
Pennsylvania
$8.49K
GI
424
GAMMA Investing
California
$8.49K
VWA
425
VSM Wealth Advisory
Maryland
$8.49K