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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, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
S
401
SignatureFD
Georgia
$26.6K -$3.05K -69 -10%
VNA
402
Valley National Advisers
Pennsylvania
$25K +$23.7K +544 +1,755%
NS
403
NBC Securities
Alabama
$25K +$25K +573 New
ACA
404
American Capital Advisory
Idaho
$24.9K
MWA
405
Moser Wealth Advisors
Washington
$24.3K +$24.3K +550 New
SIS
406
Sound Income Strategies
Florida
$23.9K +$15.1K +342 +174%
GWM
407
GSB Wealth Management
Connecticut
$21.7K +$21.7K +490 New
CFO
408
CVA Family Office
Colorado
$20.5K
T
409
Transce3nd
Texas
$18.7K -$25.5K -576 -58%
CSC
410
Caldwell Sutter Capital
California
$15.2K
VWM
411
Vermillion Wealth Management
Minnesota
$13.5K
AIM
412
Arcadia Investment Management
Michigan
$13.3K
GSWM
413
Golden State Wealth Management
California
$12.8K +$222 +5 +2%
Russell Investments Group
414
Russell Investments Group
United Kingdom
$12.2K -$12K -272 -50%
CCM
415
Coldstream Capital Management
Washington
$12K +$12K +271 New
PWAM
416
Private Wealth Asset Management
Iowa
$12K +$12K +270 New
HI
417
Hoey Investments
Pennsylvania
$11.7K -$6.02K -136 -34%
DRP
418
Decker Retirement Planning
Utah
$11.1K -$2.74K -62 -20%
SWA
419
SOA Wealth Advisors
New York
$11.1K
CIA
420
Cape Investment Advisory
Georgia
$10.8K
NFSG
421
Newbridge Financial Services Group
Florida
$10.6K -$6.86K -155 -39%
RMP
422
Richards, Merrill & Peterson
Washington
$9.74K
SMA
423
Sage Mountain Advisors
Georgia
$9.56K
VWA
424
VSM Wealth Advisory
Maryland
$8.85K
FRA
425
Front Row Advisors
California
$8.85K