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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

305% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.3M

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

46% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 138

5% more funds holding

Funds holding: 473497 (+24)

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
+24
Holders Change %
+5.07%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
63
Increased
202
Reduced
138
Closed
29
Calls
$5.27M
Puts
$1.3M
Net Calls
+$3.97M
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
51
Jefferies Financial Group
New York
$5.48M +$242K +5,273 +5%
VVP
52
Venture Visionary Partners
Ohio
$5.42M +$483K +10,521 +10%
AWM
53
AE Wealth Management
Kansas
$5.28M +$24.6K +536 +0.5%
NA
54
NewEdge Advisors
Louisiana
$5.26M +$112K +2,435 +2%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.12M -$360K -7,834 -7%
BW
56
BIP Wealth
Georgia
$5.05M -$193K -4,192 -4%
WA
57
Waverly Advisors
Alabama
$4.91M -$124K -2,696 -2%
AF
58
Allworth Financial
California
$4.78M -$30.9K -673 -0.6%
BCV
59
Banque Cantonale Vaudoise
Switzerland
$4.65M -$1.59M -34,565 -25%
HighTower Advisors
60
HighTower Advisors
Illinois
$4.46M +$837K +18,220 +23%
Mariner
61
Mariner
Kansas
$4.37M +$87.1K +1,896 +2%
Creative Planning
62
Creative Planning
Kansas
$4.27M -$271K -5,905 -6%
AOWM
63
Asset One Wealth Management
Washington
$4.21M +$1.33M +28,980 +47%
DADC
64
D.A. Davidson & Co
Montana
$4.19M +$249K +5,418 +6%
PAG
65
Private Advisor Group
New Jersey
$4.13M +$83.1K +1,809 +2%
Corient Private Wealth
66
Corient Private Wealth
Florida
$4.01M -$4.75M -103,367 -54%
WWM
67
Western Wealth Management
Colorado
$3.85M +$1.58M +34,450 +69%
GWM
68
Geneos Wealth Management
Colorado
$3.81M +$234K +5,096 +6%
WIM
69
WealthPlan Investment Management
Nebraska
$3.68M -$720K -15,666 -16%
ATPW
70
Ashton Thomas Private Wealth
Arizona
$3.57M -$14.9K -324 -0.4%
GSIS
71
Global Strategic Investment Solutions
Arizona
$3.5M +$20.7K +451 +0.6%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$3.46M +$3.37M +73,446 +2,870%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$3.46M +$144K +3,128 +4%
HWA
74
Heartwood Wealth Advisors
Virginia
$3.43M -$2.42M -52,606 -41%
WPC
75
White Pine Capital
Minnesota
$3.34M -$21.2K -461 -0.6%