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SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 454449 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.41M
Puts
$518K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
76
Ashton Thomas Private Wealth
Arizona
$3.29M
Lido Advisors
77
Lido Advisors
California
$3.28M
AO
78
Advisor OS
Illinois
$3.27M
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.26M
FF
80
Farrow Financial
Vermont
$3.24M
GSIS
81
Global Strategic Investment Solutions
Arizona
$3.2M
Citadel Advisors
82
Citadel Advisors
Florida
$3.16M
GWM
83
Geneos Wealth Management
Colorado
$3.16M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.14M
GWP
85
Gateway Wealth Partners
Wisconsin
$2.97M
Financial Engines Advisors
86
Financial Engines Advisors
California
$2.81M
MWM
87
Mission Wealth Management
California
$2.8M
TW
88
Trajan Wealth
Arizona
$2.74M
WPC
89
White Pine Capital
Minnesota
$2.58M
FHA
90
Flagship Harbor Advisors
Massachusetts
$2.54M
IWB
91
Innovative Wealth Building
Maryland
$2.49M
WANY
92
Wealthspire Advisors (New York)
New York
$2.47M
EWA
93
EP Wealth Advisors
California
$2.44M
UCFA
94
United Capital Financial Advisors
Texas
$2.42M
WS
95
Wedbush Securities
California
$2.29M
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.26M
PFS
97
Prospera Financial Services
Texas
$2.25M
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$2.2M
SW
99
SteelPeak Wealth
California
$2.18M
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.16M