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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 %
CGA
51
Crescent Grove Advisors
Illinois
$5.94M +$257K +5,811 +5%
CRC
52
Curi RMB Capital
Illinois
$5.65M
GB
53
Gunma Bank
Japan
$5.42M +$2.23M +50,394 +70%
Stifel Financial
54
Stifel Financial
Missouri
$5.39M +$57.3K +1,294 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.22M -$152K -3,428 -3%
HWA
56
Heartwood Wealth Advisors
Virginia
$5.05M +$51.5K +1,163 +1%
CA
57
Calton & Associates
Florida
$4.98M +$58.4K +1,319 +1%
VVP
58
Venture Visionary Partners
Ohio
$4.86M +$65.5K +1,480 +1%
JFG
59
Jefferies Financial Group
New York
$4.74M +$2.36M +53,321 +99%
MFIM
60
Mesirow Financial Investment Management
Illinois
$4.34M +$496K +11,214 +13%
NA
61
NewEdge Advisors
Louisiana
$4.33M +$124K +2,812 +3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$4.32M +$277K +6,261 +7%
CA
63
CGN Advisors
Kansas
$4.25M +$111K +2,518 +3%
AF
64
Allworth Financial
California
$4.23M +$1.99M +47,667 +89%
AWM
65
AE Wealth Management
Kansas
$4.05M +$32.1K +725 +0.8%
IWN
66
Independent Wealth Network
Iowa
$3.77M +$94.4K +2,132 +3%
MML Investors Services
67
MML Investors Services
Massachusetts
$3.73M -$235K -5,313 -6%
WA
68
Waverly Advisors
Alabama
$3.65M +$3.12M +70,585 +590%
AAS
69
Avantax Advisory Services
Texas
$3.6M +$2.51M +56,629 +229%
FPB
70
First PREMIER Bank
South Dakota
$3.57M +$53.5K +1,209 +2%
Lido Advisors
71
Lido Advisors
California
$3.48M +$481K +10,869 +16%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$3.45M -$244K -5,510 -7%
GSIS
73
Global Strategic Investment Solutions
Arizona
$3.44M +$19.3K +437 +0.6%
Creative Planning
74
Creative Planning
Kansas
$3.38M +$642K +14,495 +23%
FF
75
Farrow Financial
Vermont
$3.37M +$30.5K +689 +0.9%