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State Street SPDR Portfolio S&P 500 High Dividend ETF

497 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 63 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.3M

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

46% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 138

5% more funds holding

Funds holding: 473497 (+24)

4.25% less ownership

Funds ownership: 32.27%28.02% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$364M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
497
Holders Change
+24
Holders Change %
+5.07%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
63
Increased
202
Reduced
138
Closed
29
Calls
$5.27M
Puts
$1.3M
Net Calls
+$3.97M
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SHP Wealth Management
Massachusetts
$45.5K
WCM
427
Westend Capital Management
California
$45.4K -$138 -3 -0.3%
CHC
428
City Holding Co
West Virginia
$43.4K -$4.87K -106 -10%
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.3K
NECFA
430
New England Capital Financial Advisors
Connecticut
$42.4K
GWM
431
GSB Wealth Management
Connecticut
$41.8K +$1.7K +37 +4%
NB
432
NBT Bank
New York
$40.1K
NEWAS
433
N.E.W. Advisory Services
Wisconsin
$40K +$322 +7 +0.8%
PCFFS
434
Pacific Center for Financial Services
California
$39.8K +$40.2K +875 New
VAI
435
Vanguard Advisers Inc
Pennsylvania
$39K +$39.4K +857 New
SIS
436
Sound Income Strategies
Florida
$37K
WP
437
WealthShield Partners
North Carolina
$36.4K +$3.86K +84 +12%
BBHC
438
Brown Brothers Harriman & Co
New York
$32.6K
TF
439
Tompkins Financial
New York
$30.7K +$21.8K +475 +238%
PWM
440
Peterson Wealth Management
Nevada
$27.8K +$28K +610 New
Russell Investments Group
441
Russell Investments Group
United Kingdom
$26.3K +$13.4K +292 +102%
VNA
442
Valley National Advisers
Pennsylvania
$26K
CFO
443
CVA Family Office
Colorado
$25K +$276 +6 +1%
NFSG
444
Newbridge Financial Services Group
Florida
$24.4K +$184 +4 +0.8%
SIM
445
Synergy Investment Management
Florida
$22.2K +$22.4K +487 New
HPBT
446
Hickory Point Bank & Trust
Illinois
$21.6K +$21.8K +475 New
CCWM
447
Cassaday & Co Wealth Management
Virginia
$20K +$20.2K +440 New
GWM
448
Gilpin Wealth Management
Colorado
$18.3K
S
449
SignatureFD
Georgia
$17.8K +$184 +4 +1%
IBOK
450
Independence Bank of Kentucky
Kentucky
$16.8K +$16.9K +368 New