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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, 181 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$5.88M)

1.21% less ownership

Funds ownership: 30.28%29.07% (-1.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.24M
Puts
$1.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
426
Key Financial Inc
Pennsylvania
$8.85K
VWA
427
VSM Wealth Advisory
Maryland
$8.85K
SRCM
428
Signature Resources Capital Management
California
$8.63K
ME
429
McIlrath & Eck
Washington
$8.63K
SWIM
430
Smallwood Wealth Investment Management
New Jersey
$8.32K
LCM
431
Logan Capital Management
Pennsylvania
$8.02K
DIP
432
DT Investment Partners
Pennsylvania
$6.06K
TRCT
433
Tower Research Capital (TRC)
New York
$5.8K
MSG
434
Main Street Group
Virginia
$5.13K
CWC
435
Carolinas Wealth Consulting
North Carolina
$4.83K
FAM
436
Flaharty Asset Management
Florida
$4.56K
CAM
437
Costello Asset Management
Pennsylvania
$4.43K
CWM
438
Centricity Wealth Management
Ohio
$3.54K
CA
439
Clearstead Advisors
Ohio
$2.96K
RIA
440
Realta Investment Advisors
Delaware
$2.4K
HFS
441
Hantz Financial Services
Michigan
$2K
FFL
442
Financial Freedom LLC
Ohio
$1.88K
ADL
443
Asset Dedication LLC
California
$1.81K
HWA
444
HHM Wealth Advisors
Tennessee
$1.77K
BA
445
Ballast Advisors
Minnesota
$1.62K
CA
446
Crewe Advisors
Utah
$883
MAM
447
Morse Asset Management
Connecticut
$814
IF
448
Integrity Financial
Wyoming
$664
GIA
449
GHP Investment Advisors
Colorado
$543
AWM
450
Abound Wealth Management
Tennessee
$478