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State Street SPDR Portfolio S&P 500 High Dividend ETF

445 hedge funds and large institutions have $2.39B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 189 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
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
$4.27M
Puts
$774K
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$52.6M
3 +$12.2M
4
Goldman Sachs
Goldman Sachs
New York
+$6.21M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$2.13M
AssetMark Inc
102
AssetMark Inc
California
$2.12M
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.12M
WS
104
Wedbush Securities
California
$2.12M
TYCC
105
Texas Yale Capital Corp
Florida
$2.11M
DBIA
106
Dumont & Blake Investment Advisors
New Jersey
$2.11M
MWM
107
MFG Wealth Management
Indiana
$2.1M
CFG
108
Citizens Financial Group
Rhode Island
$2.08M
WWM
109
Western Wealth Management
Colorado
$2.02M
ML
110
McAdam LLC
Pennsylvania
$2.01M
IA
111
IFG Advisory
Georgia
$1.94M
WAS
112
Wealth Advisory Solutions
Indiana
$1.93M
JF
113
Jump Financial
Illinois
$1.91M
PWA
114
Phoenix Wealth Advisors
North Carolina
$1.89M
EH
115
Equitable Holdings
New York
$1.86M
SWA
116
Sax Wealth Advisors
New Jersey
$1.84M
ACA
117
Aptus Capital Advisors
Alabama
$1.83M
PWM
118
Proathlete Wealth Management
Florida
$1.78M
EWA
119
EverSource Wealth Advisors
Alabama
$1.77M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.76M
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$1.75M
GWANC
122
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M
TCM
123
Towercrest Capital Management
Pennsylvania
$1.65M
APA
124
Astoria Portfolio Advisors
New York
$1.6M
KAS
125
Kestra Advisory Services
Texas
$1.6M