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State Street SPDR Portfolio S&P 500 High Dividend ETF

473 hedge funds and large institutions have $2.34B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 173 increasing their positions, 143 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)

0.14% less ownership

Funds ownership: 32.41%32.27% (-0.14%)

2% less capital invested

Capital invested by funds: $2.39B → $2.34B (-$51.7M)

Holders
473
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
CWM
401
Copia Wealth Management
Oregon
$48.7K
AF
402
Advisornet Financial
Minnesota
$48K
BAM
403
Bellevue Asset Management
Washington
$47.9K
HR
404
Howe & Rusling
New York
$47.6K
VWM
405
Vermillion Wealth Management
Minnesota
$46.7K
CHC
406
City Holding Co
West Virginia
$45.8K
CIAS
407
CBIZ Investment Advisory Services
Ohio
$45.6K
FDW
408
Fourth Dimension Wealth
Ohio
$44.8K
AIM
409
Access Investment Management
Georgia
$44K
WCM
410
Westend Capital Management
California
$43.3K
SWM
411
SHP Wealth Management
Massachusetts
$43.3K
SFS
412
Sunrise Financial Services
Washington
$43.3K
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.2K
NECFA
414
New England Capital Financial Advisors
Connecticut
$40.2K
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$38.3K
GWM
416
GSB Wealth Management
Connecticut
$38.1K
NB
417
NBT Bank
New York
$38.1K
NEWAS
418
N.E.W. Advisory Services
Wisconsin
$37.7K
CTWM
419
Cherry Tree Wealth Management
Minnesota
$37.5K
SIS
420
Sound Income Strategies
Florida
$36.7K
BBHC
421
Brown Brothers Harriman & Co
New York
$31K
WP
422
WealthShield Partners
North Carolina
$31K
MA
423
Modus Advisors
Minnesota
$28.3K
NS
424
NBC Securities
Alabama
$25.7K
VNA
425
Valley National Advisers
Pennsylvania
$24K