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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$3.32M -$712K -15,487 -18%
WIA
77
World Investment Advisors
California
$3.22M -$288K -6,263 -8%
Financial Engines Advisors
78
Financial Engines Advisors
California
$3.11M
NFT
79
Nan Fung Trinity
Hong Kong
$3.07M +$1.01M +21,900 +48%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$3.03M -$28.3K -616 -0.9%
IWN
81
Independent Wealth Network
Iowa
$2.94M -$1.42M -30,939 -32%
TW
82
Trajan Wealth
Arizona
$2.92M -$3.72K -81 -0.1%
TRCT
83
Tower Research Capital (TRC)
New York
$2.89M +$1.66M +36,046 +131%
EFS
84
Econ Financial Services
Pennsylvania
$2.8M +$2.83M +61,562 New
PFS
85
Prospera Financial Services
Texas
$2.77M -$52.9K -1,151 -2%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$2.73M +$607K +13,220 +28%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.72M -$985K -21,429 -26%
PWA
88
Phoenix Wealth Advisors
North Carolina
$2.7M -$80.5K -1,752 -3%
ML
89
McAdam LLC
Pennsylvania
$2.68M +$308K +6,698 +13%
WANY
90
Wealthspire Advisors (New York)
New York
$2.66M
FPB
91
First PREMIER Bank
South Dakota
$2.62M -$64.9K -1,413 -2%
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.62M +$1.88M +40,911 +247%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.52M -$8.78K -191 -0.3%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$2.46M +$12.5K +273 +0.5%
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$2.43M +$98.9K +2,152 +4%
WS
96
Wedbush Securities
California
$2.41M +$172K +3,735 +8%
CFG
97
Citizens Financial Group
Rhode Island
$2.39M +$109K +2,369 +5%
UBS AM
98
UBS AM
Illinois
$2.38M +$2.33M +50,650 +2,964%
SA
99
Sanctuary Advisors
Indiana
$2.34M +$50K +1,088 +2%
IWB
100
Innovative Wealth Building
Maryland
$2.27M -$99.2K -2,159 -4%