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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
RWM
401
Rialto Wealth Management
New York
$105K
WIM
402
Westside Investment Management
California
$100K
PWS
403
Peterson Wealth Services
Utah
$96.2K
MGI
404
Miller Global Investments
Texas
$92.3K
SC
405
SouthState Corp
Florida
$91K
TFGT
406
TS Financial Group (TSFG)
Illinois
$91K
IA
407
IFP Advisors
Florida
$89.9K
NS
408
NBC Securities
Alabama
$84.2K
CAL
409
Capital Analysts LLC
Pennsylvania
$79K
TCM
410
Triumph Capital Management
Colorado
$77.7K
CTWM
411
Cherry Tree Wealth Management
Minnesota
$72.8K
AIM
412
Anchor Investment Management
South Carolina
$68.3K
CT
413
Clearstead Trust
Maine
$60.9K
PA
414
Parallel Advisors
California
$56.7K
MWA
415
Medallion Wealth Advisors
Connecticut
$54.5K
MPCG
416
Matrix Private Capital Group
New York
$53.4K
GEA
417
Glen Eagle Advisors
New Jersey
$52.3K
CWM
418
Copia Wealth Management
Oregon
$51.2K
BAM
419
Bellevue Asset Management
Washington
$51K
HR
420
Howe & Rusling
New York
$50.1K
AF
421
Advisornet Financial
Minnesota
$48.3K
CIAS
422
CBIZ Investment Advisory Services
Ohio
$48K
VWM
423
Vermillion Wealth Management
Minnesota
$47.9K
FDW
424
Fourth Dimension Wealth
Ohio
$47.1K
SWM
425
SHP Wealth Management
Massachusetts
$45.5K