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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
CP
101
Castleview Partners
Texas
$2.07M -$625K -14,719 -23%
AssetMark Inc
102
AssetMark Inc
California
$2.07M -$632K -14,890 -23%
RIA
103
Regal Investment Advisors
Michigan
$2.05M +$161K +3,805 +9%
CFG
104
Citizens Financial Group
Rhode Island
$2.05M +$2.05M +48,270 New
P
105
&Partners
Tennessee
$2.04M -$36.4K -1,276 -2%
TYCC
106
Texas Yale Capital Corp
Florida
$2M +$156K +3,681 +8%
ACA
107
Aptus Capital Advisors
Alabama
$1.97M +$168K +3,960 +9%
TRCT
108
Tower Research Capital (TRC)
New York
$1.96M +$1.95M +46,052 +35,154%
DBIA
109
Dumont & Blake Investment Advisors
New Jersey
$1.94M +$26.4K +622 +1%
IA
110
IFG Advisory
Georgia
$1.89M -$68.7K -1,619 -4%
ML
111
McAdam LLC
Pennsylvania
$1.88M +$60.9K +1,435 +3%
WAS
112
Wealth Advisory Solutions
Indiana
$1.84M +$4.71K +111 +0.3%
WWM
113
Western Wealth Management
Colorado
$1.83M +$179K +4,214 +11%
PWM
114
Proathlete Wealth Management
Florida
$1.71M
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M -$2.97K -70 -0.2%
RFA
116
Rollins Financial Advisors
New York
$1.67M -$215K -5,072 -11%
EH
117
Equitable Holdings
New York
$1.67M -$411K -9,674 -20%
SWA
118
Sax Wealth Advisors
New Jersey
$1.63M +$198K +4,659 +14%
EWA
119
EverSource Wealth Advisors
Alabama
$1.6M -$189K -4,445 -11%
AWM
120
Apollon Wealth Management
South Carolina
$1.57M -$83.1K -1,958 -5%
GVAG
121
Great Valley Advisor Group
Delaware
$1.56M -$86.4K -2,035 -5%
KAS
122
Kestra Advisory Services
Texas
$1.55M +$354K +8,340 +30%
KCAM
123
Kagan Cocozza Asset Management
New Jersey
$1.55M -$10.4K -246 -0.7%
TCMP
124
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.53M +$1.53M +36,158 New
AA
125
Armis Advisers
Georgia
$1.52M +$32.9K +755 +2%