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State Street SPDR Portfolio S&P 500 High Dividend ETF

496 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 62 funds opening new positions, 200 increasing their positions, 139 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.31% less ownership

Funds ownership: 32.27%27.96% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$366M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$3.32M
WIA
77
World Investment Advisors
California
$3.22M
Financial Engines Advisors
78
Financial Engines Advisors
California
$3.11M
NFT
79
Nan Fung Trinity
Hong Kong
$3.07M
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$3.03M
IWN
81
Independent Wealth Network
Iowa
$2.94M
TW
82
Trajan Wealth
Arizona
$2.92M
TRCT
83
Tower Research Capital (TRC)
New York
$2.89M
EFS
84
Econ Financial Services
Pennsylvania
$2.8M
PFS
85
Prospera Financial Services
Texas
$2.77M
Jones Financial Companies
86
Jones Financial Companies
Missouri
$2.73M
MML Investors Services
87
MML Investors Services
Massachusetts
$2.72M
PWA
88
Phoenix Wealth Advisors
North Carolina
$2.7M
ML
89
McAdam LLC
Pennsylvania
$2.68M
WANY
90
Wealthspire Advisors (New York)
New York
$2.66M
FPB
91
First PREMIER Bank
South Dakota
$2.62M
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.62M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.52M
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$2.46M
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$2.43M
WS
96
Wedbush Securities
California
$2.41M
CFG
97
Citizens Financial Group
Rhode Island
$2.39M
UBS AM
98
UBS AM
Illinois
$2.38M
SA
99
Sanctuary Advisors
Indiana
$2.34M
IWB
100
Innovative Wealth Building
Maryland
$2.27M