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SPDR Portfolio S&P 500 High Dividend ETF

447 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 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.34M -$3.94M -92,832 -30%
SP
27
SWS Partners
Ohio
$9.27M +$133K +3,143 +1%
CM
28
Cercano Management
Washington
$9.25M
WC
29
Waterloo Capital
Texas
$9.09M -$797K -18,777 -8%
SG
30
StoneX Group
New York
$8.79M +$919K +21,648 +12%
Corient Private Wealth
31
Corient Private Wealth
Florida
$8.4M +$4.26M +100,481 +103%
KFP
32
Keystone Financial Planning
Ohio
$8.36M +$16.3K +384 +0.2%
EF
33
Elite Financial
Idaho
$8.36M +$140K +3,259 +2%
Truist Financial
34
Truist Financial
North Carolina
$8.33M +$281K +6,614 +3%
BCV
35
Banque Cantonale Vaudoise
Switzerland
$8.31M +$2.53M +59,640 +44%
FHB
36
First Hawaiian Bank
Hawaii
$8.29M
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$8.26M +$5.58M +131,411 +208%
CL
38
COWA LLC
Oklahoma
$8.21M -$91.4K -2,152 -1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$8.02M -$74.9K -1,764 -0.9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$6.92M +$988K +23,284 +17%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$6.62M +$318K +7,488 +5%
WIM
42
WealthPlan Investment Management
Nebraska
$6.34M -$887K -20,892 -12%
GCA
43
Genesee Capital Advisors
New York
$6.32M +$142K +3,341 +2%
SAI
44
Systematic Alpha Investments
New Jersey
$6.26M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.23M +$433K +10,209 +7%
Osaic Holdings
46
Osaic Holdings
Arizona
$6.19M -$2.55M -59,111 -29%
IWC
47
Integrated Wealth Concepts
Massachusetts
$6.04M -$381K -8,971 -6%
CGA
48
Crescent Grove Advisors
Illinois
$5.93M +$234K +5,510 +4%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$5.89M -$38.2K -899 -0.6%
BW
50
BIP Wealth
Georgia
$5.69M -$117K -2,757 -2%