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State Street SPDR Portfolio S&P 500 High Dividend ETF

496 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 62 funds opening new positions, 200 increasing their positions, 139 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.31% less ownership

Funds ownership: 32.27%27.96% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$366M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
501
Advisor OS
Illinois
IA
502
IFG Advisory
Georgia
SW
503
SteelPeak Wealth
California
AWM
504
Axxcess Wealth Management
California
WI
505
WrapManager Inc
California
MB
506
MidFirst Bank
Oklahoma
CAGAS
507
Capital Advisory Group Advisory Services
Minnesota
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
DS
509
DRW Securities
Illinois
XF
510
XML Financial
Maryland
CAS
511
Coppell Advisory Solutions
Texas
KWM
512
KW Wealth Management
California
BCI
513
Brinker Capital Investments
Pennsylvania
JRPIM
514
Journey Retirement Planning & Investment Management
Idaho
GSIAS
515
Garden State Investment Advisory Services
New Jersey
KMWM
516
Keudell/Morrison Wealth Management
Oregon
KFAS
517
Keating Financial Advisory Services
Kansas
VWWMG
518
Vermillion & White Wealth Management Group
Pennsylvania
SFS
519
Sunrise Financial Services
Washington
MA
520
Modus Advisors
Minnesota
PAI
521
Pittenger & Anderson Inc
Nebraska
IIM
522
IFC & Insurance Marketing
California
WW
523
Winnow Wealth
Texas
CIA
524
Cape Investment Advisory
Georgia
AIS
525
Advocate Investing Services
Maryland