SPYD icon

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, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$2.03M -$151K -3,406 -7%
DBIA
102
Dumont & Blake Investment Advisors
New Jersey
$1.99M +$13.9K +314 +0.7%
RIA
103
Regal Investment Advisors
Michigan
$1.97M +$20.5K +463 +1%
RFA
104
Rollins Financial Advisors
New York
$1.97M +$616K +13,929 +46%
TYCC
105
Texas Yale Capital Corp
Florida
$1.93M -$1.45M -32,695 -43%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.92M +$102K +2,312 +6%
WAS
107
Wealth Advisory Solutions
Indiana
$1.91M -$3.85K -87 -0.2%
ML
108
McAdam LLC
Pennsylvania
$1.9M -$42.3K -956 -2%
ACA
109
Aptus Capital Advisors
Alabama
$1.88M +$398 +9 +0%
EWA
110
EverSource Wealth Advisors
Alabama
$1.87M +$475K +10,721 +34%
PWM
111
Proathlete Wealth Management
Florida
$1.79M
GWANC
112
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78M -$4.43K -100 -0.2%
AWM
113
Apollon Wealth Management
South Carolina
$1.73M -$1.43M -32,325 -45%
WWM
114
Western Wealth Management
Colorado
$1.73M -$119K -2,699 -6%
GVAG
115
Great Valley Advisor Group
Delaware
$1.71M -$88.8K -2,006 -5%
SI
116
Stephens Inc
Arkansas
$1.7M +$89.6K +2,024 +6%
TFA
117
Tobias Financial Advisors
Florida
$1.63M -$153K -3,450 -9%
KCAM
118
Kagan Cocozza Asset Management
New Jersey
$1.62M -$14.5K -328 -0.9%
SPIA
119
Steward Partners Investment Advisory
New York
$1.56M +$156K +3,532 +11%
FFA
120
Farther Finance Advisors
California
$1.56M -$66.2K -1,500 -4%
Comerica Bank
121
Comerica Bank
Texas
$1.54M -$18.6K -421 -1%
TCM
122
Towercrest Capital Management
Pennsylvania
$1.53M +$45.2K +1,022 +3%
Jane Street
123
Jane Street
New York
$1.53M +$1.22M +27,668 +399%
FIM
124
Freedom Investment Management
Connecticut
$1.5M -$86.1K -1,945 -5%
QWM
125
Quadcap Wealth Management
Texas
$1.5M -$176K -3,970 -10%