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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$11.1M +$401K +8,726 +4%
SP
27
SWS Partners
Ohio
$11M -$192K -4,184 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$10.9M -$87.9K -1,913 -0.8%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$10.6M -$188K -4,081 -2%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$10M +$2.06M +44,729 +26%
CM
31
Cercano Management
Washington
$9.92M
Truist Financial
32
Truist Financial
North Carolina
$9.61M +$204K +4,446 +2%
SG
33
StoneX Group
New York
$9.35M -$446K -9,701 -5%
KFP
34
Keystone Financial Planning
Ohio
$8.94M +$196K +4,259 +2%
FHB
35
First Hawaiian Bank
Hawaii
$8.89M
EF
36
Elite Financial
Idaho
$8.77M -$53K -1,153 -0.6%
Stifel Financial
37
Stifel Financial
Missouri
$8.7M +$721K +15,698 +9%
CL
38
COWA LLC
Oklahoma
$8.55M -$75.9K -1,651 -0.9%
GCA
39
Genesee Capital Advisors
New York
$7.57M -$5.65K -123 -0.1%
Daiwa Securities Group
40
Daiwa Securities Group
Japan
$7.39M +$4.59M +100,000 +160%
WC
41
Waterloo Capital
Texas
$7.12M +$338K +7,363 +5%
SAI
42
Systematic Alpha Investments
New Jersey
$6.72M
MFIM
43
Mesirow Financial Investment Management
Illinois
$6.67M +$2.82M +61,277 +72%
CGA
44
Crescent Grove Advisors
Illinois
$6.6M +$303K +6,595 +5%
GWP
45
Gateway Wealth Partners
Wisconsin
$6.44M +$3.17M +69,064 +95%
TCWM
46
Total Clarity Wealth Management
Illinois
$6.13M -$1.97M -42,817 -24%
CA
47
Calton & Associates
Florida
$5.82M -$139K -3,015 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.8M -$247K -5,365 -4%
CA
49
CGN Advisors
Kansas
$5.72M +$433K +9,433 +8%
CRC
50
Curi RMB Capital
Illinois
$5.68M