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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
GS
51
GTS Securities
New York
$5.63M +$5.63M +132,552 New
CRC
52
Curi RMB Capital
Illinois
$5.42M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5.37M +$366K +8,631 +7%
GB
54
Gunma Bank
Japan
$5.19M
JFG
55
Jefferies Financial Group
New York
$5.13M +$586K +13,809 +13%
Stifel Financial
56
Stifel Financial
Missouri
$4.97M -$191K -4,508 -4%
HWA
57
Heartwood Wealth Advisors
Virginia
$4.97M +$122K +2,880 +3%
CA
58
Calton & Associates
Florida
$4.97M +$191K +4,502 +4%
MFIM
59
Mesirow Financial Investment Management
Illinois
$4.71M +$548K +12,920 +13%
VVP
60
Venture Visionary Partners
Ohio
$4.61M -$50K -1,177 -1%
AF
61
Allworth Financial
California
$4.28M -$4.37K -103 -0.1%
NA
62
NewEdge Advisors
Louisiana
$4.28M +$123K +2,902 +3%
CA
63
CGN Advisors
Kansas
$4.27M +$198K +4,666 +5%
AWM
64
AE Wealth Management
Kansas
$4.2M +$323K +7,599 +8%
Mariner
65
Mariner
Kansas
$3.97M -$2.33M -54,951 -37%
IWN
66
Independent Wealth Network
Iowa
$3.7M +$86.6K +2,041 +2%
PAG
67
Private Advisor Group
New Jersey
$3.69M -$3.43M -80,784 -48%
WA
68
Waverly Advisors
Alabama
$3.66M +$157K +3,700 +4%
Creative Planning
69
Creative Planning
Kansas
$3.6M +$361K +8,513 +11%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.6M +$431K +10,153 +14%
FPB
71
First PREMIER Bank
South Dakota
$3.6M +$171K +4,025 +5%
DADC
72
D.A. Davidson & Co
Montana
$3.54M +$764K +17,995 +28%
AAS
73
Avantax Advisory Services
Texas
$3.48M +$26.5K +625 +0.8%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.47M -$105K -2,463 -3%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$3.29M -$22.7K -534 -0.7%