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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, 181 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$5.88M)

1.21% less ownership

Funds ownership: 30.28%29.07% (-1.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.24M
Puts
$1.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$2.03M
DBIA
102
Dumont & Blake Investment Advisors
New Jersey
$1.99M
RIA
103
Regal Investment Advisors
Michigan
$1.97M
RFA
104
Rollins Financial Advisors
New York
$1.97M
TYCC
105
Texas Yale Capital Corp
Florida
$1.93M
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.92M
WAS
107
Wealth Advisory Solutions
Indiana
$1.91M
ML
108
McAdam LLC
Pennsylvania
$1.9M
ACA
109
Aptus Capital Advisors
Alabama
$1.88M
EWA
110
EverSource Wealth Advisors
Alabama
$1.87M
PWM
111
Proathlete Wealth Management
Florida
$1.79M
GWANC
112
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78M
AWM
113
Apollon Wealth Management
South Carolina
$1.73M
WWM
114
Western Wealth Management
Colorado
$1.73M
GVAG
115
Great Valley Advisor Group
Delaware
$1.71M
SI
116
Stephens Inc
Arkansas
$1.7M
TFA
117
Tobias Financial Advisors
Florida
$1.63M
KCAM
118
Kagan Cocozza Asset Management
New Jersey
$1.62M
SPIA
119
Steward Partners Investment Advisory
New York
$1.56M
FFA
120
Farther Finance Advisors
California
$1.56M
Comerica Bank
121
Comerica Bank
Texas
$1.54M
TCM
122
Towercrest Capital Management
Pennsylvania
$1.53M
Jane Street
123
Jane Street
New York
$1.53M
FIM
124
Freedom Investment Management
Connecticut
$1.5M
QWM
125
Quadcap Wealth Management
Texas
$1.5M