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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

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:

4.25% 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
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
JFG
51
Jefferies Financial Group
New York
$5.48M
VVP
52
Venture Visionary Partners
Ohio
$5.42M
AWM
53
AE Wealth Management
Kansas
$5.28M
NA
54
NewEdge Advisors
Louisiana
$5.26M
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.12M
BW
56
BIP Wealth
Georgia
$5.05M
WA
57
Waverly Advisors
Alabama
$4.91M
AF
58
Allworth Financial
California
$4.78M
BCV
59
Banque Cantonale Vaudoise
Switzerland
$4.65M
HighTower Advisors
60
HighTower Advisors
Illinois
$4.46M
Mariner
61
Mariner
Kansas
$4.37M
Creative Planning
62
Creative Planning
Kansas
$4.27M
AOWM
63
Asset One Wealth Management
Washington
$4.21M
DADC
64
D.A. Davidson & Co
Montana
$4.19M
PAG
65
Private Advisor Group
New Jersey
$4.13M
Corient Private Wealth
66
Corient Private Wealth
Florida
$4.01M
WWM
67
Western Wealth Management
Colorado
$3.85M
GWM
68
Geneos Wealth Management
Colorado
$3.81M
WIM
69
WealthPlan Investment Management
Nebraska
$3.68M
ATPW
70
Ashton Thomas Private Wealth
Arizona
$3.57M
GSIS
71
Global Strategic Investment Solutions
Arizona
$3.5M
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$3.46M
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$3.46M
HWA
74
Heartwood Wealth Advisors
Virginia
$3.43M
WPC
75
White Pine Capital
Minnesota
$3.34M