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SPDR Portfolio S&P 500 High Dividend ETF

445 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

Holders
445
Holders Change
-9
Holders Change %
-1.98%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
38
Increased
160
Reduced
157
Closed
40
Calls
$3.14M
Puts
$518K
Net Calls
+$2.62M
Net Calls Change
-$329K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.34M 220,187 -92,832 -30%
SP
27
SWS Partners
Ohio
$9.27M 218,491 +3,143 +1%
CM
28
Cercano Management
Washington
$9.25M 217,913
WC
29
Waterloo Capital
Texas
$9.09M 214,256 -18,777 -8%
SG
30
StoneX Group
New York
$8.79M 207,028 +21,648 +12%
Corient Private Wealth
31
Corient Private Wealth
Florida
$8.4M 197,990 +100,481 +103%
KFP
32
Keystone Financial Planning
Ohio
$8.36M 196,936 +384 +0.2%
EF
33
Elite Financial
Idaho
$8.36M 195,143 +3,259 +2%
Truist Financial
34
Truist Financial
North Carolina
$8.33M 196,328 +6,614 +3%
BCV
35
Banque Cantonale Vaudoise
Switzerland
$8.31M 195,905 +59,640 +44%
FHB
36
First Hawaiian Bank
Hawaii
$8.29M 195,322
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$8.26M 194,578 +131,411 +208%
CL
38
COWA LLC
Oklahoma
$8.21M 193,365 -2,152 -1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$8.02M 188,969 -1,764 -0.9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$6.92M 163,152 +23,284 +17%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$6.62M 155,863 +7,488 +5%
WIM
42
WealthPlan Investment Management
Nebraska
$6.34M 149,494 -20,892 -12%
GCA
43
Genesee Capital Advisors
New York
$6.32M 148,802 +3,341 +2%
SAI
44
Systematic Alpha Investments
New Jersey
$6.26M 147,601
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.23M 146,741 +10,209 +7%
Osaic Holdings
46
Osaic Holdings
Arizona
$6.19M 143,462 -59,111 -29%
IWC
47
Integrated Wealth Concepts
Massachusetts
$6.04M 142,326 -8,971 -6%
CGA
48
Crescent Grove Advisors
Illinois
$5.93M 139,789 +5,510 +4%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$5.89M 138,868 -899 -0.6%
BW
50
BIP Wealth
Georgia
$5.69M 134,147 -2,757 -2%