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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 %
MW
476
Maia Wealth
Colorado
-$266K -5,957 Closed
TW
477
Transform Wealth
Colorado
-$233K -5,381 Closed
PIA
478
Perennial Investment Advisors
California
-$224K -5,190 Closed
AIA
479
AssuredPartners Investment Advisors
Florida
-$211K -4,889 Closed
MOS
480
MGO One Seven
Ohio
-$205K -4,732 Closed
CJ
481
Caitlin John
Michigan
-$174K -4,035 Closed
MSWM
482
Mowery & Schoenfeld Wealth Management
Illinois
-$171K -3,950 Closed
VHAM
483
Van Hulzen Asset Management
California
-$95.4K -2,206 Closed
GTAM
484
Global Trust Asset Management
Florida
-$46.1K -1,065 Closed
WWA
485
Wingate Wealth Advisors
Massachusetts
-$44.8K -1,035 Closed
PFA
486
Pathway Financial Advisers
Indiana
-$23.2K -536 Closed
Group One Trading
487
Group One Trading
Illinois
-$12.1K -280 Closed
ICCON
488
Investment Counsel Company of Nevada
Nevada
-$5.19K -120 Closed
IA
489
IFP Advisors
Florida
-$4.32K -100 Closed
KWM
490
Kiker Wealth Management
Georgia
-$1.56K -36 Closed
SMAM
491
Sugar Maple Asset Management
Wisconsin
-$1.3K -30 Closed
CFD
492
Creative Financial Designs
Indiana
-$1.08K -25 Closed
HI
493
Human Investing
Oregon
-$130 -3 Closed
MG
494
Mather Group
Illinois
-$20