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SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 454449 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.41M
Puts
$518K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$2.1M
CP
102
Castleview Partners
Texas
$2.07M
AssetMark Inc
103
AssetMark Inc
California
$2.07M
RIA
104
Regal Investment Advisors
Michigan
$2.05M
CFG
105
Citizens Financial Group
Rhode Island
$2.05M
P
106
&Partners
Tennessee
$2.04M
TYCC
107
Texas Yale Capital Corp
Florida
$2M
ACA
108
Aptus Capital Advisors
Alabama
$1.97M
TRCT
109
Tower Research Capital (TRC)
New York
$1.96M
DBIA
110
Dumont & Blake Investment Advisors
New Jersey
$1.94M
IA
111
IFG Advisory
Georgia
$1.89M
ML
112
McAdam LLC
Pennsylvania
$1.88M
WAS
113
Wealth Advisory Solutions
Indiana
$1.84M
WWM
114
Western Wealth Management
Colorado
$1.83M
PWM
115
Proathlete Wealth Management
Florida
$1.71M
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M
RFA
117
Rollins Financial Advisors
New York
$1.67M
EH
118
Equitable Holdings
New York
$1.67M
SWA
119
Sax Wealth Advisors
New Jersey
$1.63M
EWA
120
EverSource Wealth Advisors
Alabama
$1.6M
AWM
121
Apollon Wealth Management
South Carolina
$1.57M
GVAG
122
Great Valley Advisor Group
Delaware
$1.56M
KAS
123
Kestra Advisory Services
Texas
$1.55M
KCAM
124
Kagan Cocozza Asset Management
New Jersey
$1.55M
TCMP
125
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.53M