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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
ACA
451
American Capital Advisory
Idaho
$16.7K
TCM
452
TD Capital Management
Tennessee
$16.5K +$16.6K +362 New
CSC
453
Caldwell Sutter Capital
California
$15.6K
GSEP
454
Golden State Equity Partners
California
$13.9K +$14K +304 New
AIM
455
Arcadia Investment Management
Michigan
$13.7K
IAAG
456
Innovative Asset Advisors Group
Connecticut
$13.7K +$13.8K +300 New
BIAS
457
Beacon Investment Advisory Services
New Jersey
$13K +$13.1K +285 New
PWAM
458
Private Wealth Asset Management
Iowa
$12.3K
SAM
459
Smartleaf Asset Management
Massachusetts
$11.8K +$5.15K +112 +75%
LAM
460
Lynch Asset Management
Pennsylvania
$11.4K
SWA
461
SOA Wealth Advisors
New York
$11.4K
GSWM
462
Golden State Wealth Management
California
$10.4K -$5.15K -112 -33%
FRA
463
Front Row Advisors
California
$9.1K
GI
464
GAMMA Investing
California
$9.1K
KFI
465
Key Financial Inc
Pennsylvania
$9.1K
SRCM
466
Signature Resources Capital Management
California
$8.88K
SWP
467
Strategic Wealth Partners
Ohio
$8.48K +$5.74K +125 +205%
CA
468
CoreCap Advisors
Michigan
$7.92K -$14.9K -325 -65%
BW
469
Basepoint Wealth
Iowa
$7.39K +$92 +2 +1%
BWA
470
Basecamp Wealth Advisors
Washington
$6.75K +$6.8K +148 New
TFA
471
Transamerica Financial Advisors
Florida
$6.64K +$6.71K +146 New
MSG
472
Main Street Group
Virginia
$5.56K +$5.61K +122 New
LWM
473
Lodestone Wealth Management
Washington
$5.28K
T2I
474
Turim 21 Investimentos
Brazil
$4.88K
PWA
475
Physician Wealth Advisors
Utah
$4.83K +$46 +1 +1%