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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 %
Lido Advisors
76
Lido Advisors
California
$3.28M -$55.9K -1,318 -2%
AO
77
Advisor OS
Illinois
$3.27M +$3.27M +77,001 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$3.26M +$692K +16,306 +27%
FF
79
Farrow Financial
Vermont
$3.24M +$9.08K +214 +0.3%
GSIS
80
Global Strategic Investment Solutions
Arizona
$3.2M -$102K -2,411 -3%
Citadel Advisors
81
Citadel Advisors
Florida
$3.16M +$3.16M +74,524 New
GWM
82
Geneos Wealth Management
Colorado
$3.16M -$3.66M -86,322 -54%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$3.14M +$637K +15,021 +25%
GWP
84
Gateway Wealth Partners
Wisconsin
$2.97M +$138K +3,252 +5%
Financial Engines Advisors
85
Financial Engines Advisors
California
$2.81M +$158K +3,728 +6%
MWM
86
Mission Wealth Management
California
$2.8M -$98.2K -2,315 -3%
TW
87
Trajan Wealth
Arizona
$2.74M -$188K -4,433 -6%
WPC
88
White Pine Capital
Minnesota
$2.58M -$114K -2,687 -4%
FHA
89
Flagship Harbor Advisors
Massachusetts
$2.54M +$2.01M +47,359 +378%
IWB
90
Innovative Wealth Building
Maryland
$2.49M -$427K -10,063 -15%
WANY
91
Wealthspire Advisors (New York)
New York
$2.47M +$3.31K +78 +0.1%
EWA
92
EP Wealth Advisors
California
$2.44M -$453K -10,671 -16%
UCFA
93
United Capital Financial Advisors
Texas
$2.42M -$168K -3,951 -6%
WS
94
Wedbush Securities
California
$2.29M -$362K -8,528 -14%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2.26M +$427K +10,053 +23%
PFS
96
Prospera Financial Services
Texas
$2.25M +$1.47M +34,704 +188%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.2M +$1.27K +30 +0.1%
SW
98
SteelPeak Wealth
California
$2.18M +$1.97M +46,473 +958%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$79.1K +1,817 +4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.1M +$155K +3,655 +8%