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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, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
WC
26
Waterloo Capital
Texas
$10.3M -$3.02M -68,196 -23%
CM
27
Cercano Management
Washington
$9.64M
SP
28
SWS Partners
Ohio
$9.53M -$178K -4,025 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$8.97M +$2.25M +50,941 +34%
KFP
30
Keystone Financial Planning
Ohio
$8.7M +$98.7K +2,230 +1%
CL
31
COWA LLC
Oklahoma
$8.65M +$217K +4,910 +3%
FHB
32
First Hawaiian Bank
Hawaii
$8.64M -$390K -8,801 -4%
EF
33
Elite Financial
Idaho
$8.49M +$5.21M +117,803 +159%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$8.44M +$754K +17,041 +10%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$8.41M -$1.03M -23,174 -11%
Truist Financial
36
Truist Financial
North Carolina
$8.4M +$254K +5,743 +3%
SG
37
StoneX Group
New York
$8.2M +$559K +12,637 +7%
WIM
38
WealthPlan Investment Management
Nebraska
$7.54M -$6.23M -140,657 -45%
PAG
39
Private Advisor Group
New Jersey
$7.42M +$3.21M +72,631 +76%
GWM
40
Geneos Wealth Management
Colorado
$7.12M +$4.23M +95,552 +146%
IWC
41
Integrated Wealth Concepts
Massachusetts
$6.7M -$279K -6,308 -4%
Mariner
42
Mariner
Kansas
$6.57M +$1.32M +29,729 +25%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$6.57M -$235K -5,313 -3%
SAI
44
Systematic Alpha Investments
New Jersey
$6.53M
GCA
45
Genesee Capital Advisors
New York
$6.44M -$257K -5,802 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.19M +$424K +9,580 +7%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$6.19M -$147K -3,328 -2%
BW
48
BIP Wealth
Georgia
$6.06M -$257K -5,799 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.04M +$423K +9,549 +8%
BCV
50
Banque Cantonale Vaudoise
Switzerland
$6.03M +$6.03M +136,265 New