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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$3.31M +$586K +13,250 +22%
P
77
&Partners
Tennessee
$3.19M +$328K +7,508 +11%
TW
78
Trajan Wealth
Arizona
$3.05M +$501K +11,309 +20%
IWB
79
Innovative Wealth Building
Maryland
$3.04M -$320K -7,233 -10%
MWM
80
Mission Wealth Management
California
$3.02M +$6.64K +150 +0.2%
EWA
81
EP Wealth Advisors
California
$3.02M -$350K -7,902 -10%
GWP
82
Gateway Wealth Partners
Wisconsin
$2.96M +$10.2K +230 +0.3%
DADC
83
D.A. Davidson & Co
Montana
$2.89M +$686K +15,507 +31%
AssetMark Inc
84
AssetMark Inc
California
$2.81M +$69.4K +1,568 +3%
CP
85
Castleview Partners
Texas
$2.81M +$165K +3,736 +6%
WPC
86
White Pine Capital
Minnesota
$2.81M -$12.9K -292 -0.5%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$2.8M -$6.02M -135,972 -68%
WS
88
Wedbush Securities
California
$2.77M -$63.3K -1,429 -2%
Financial Engines Advisors
89
Financial Engines Advisors
California
$2.77M -$95.2K -2,150 -3%
UCFA
90
United Capital Financial Advisors
Texas
$2.7M +$2.7M +61,051 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2.68M -$206K -4,650 -7%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.61M -$62.7K -1,417 -2%
WANY
93
Wealthspire Advisors (New York)
New York
$2.58M +$24.3K +549 +1%
Two Sigma Investments
94
Two Sigma Investments
New York
$2.52M +$2.52M +57,000 New
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$2.29M +$3.32K +75 +0.1%
Citigroup
96
Citigroup
New York
$2.28M +$1.32M +29,893 +138%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$2.26M -$2.64M -60,300 -54%
EH
98
Equitable Holdings
New York
$2.17M -$297K -6,713 -12%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$11.5K -260 -0.5%
IA
100
IFG Advisory
Georgia
$2.04M -$41.2K -930 -2%