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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 %
TFA
126
Tobias Financial Advisors
Florida
$1.51M -$53K -1,248 -3%
SPIA
127
Steward Partners Investment Advisory
New York
$1.49M -$9.55K -225 -0.6%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.48M +$1.48M +34,954 New
Comerica Bank
129
Comerica Bank
Texas
$1.46M -$20.8K -489 -1%
PWA
130
Phoenix Wealth Advisors
North Carolina
$1.45M +$1.45M +34,141 New
APA
131
Astoria Portfolio Advisors
New York
$1.44M +$309K +7,028 +27%
TCM
132
Towercrest Capital Management
Pennsylvania
$1.44M -$27.2K -641 -2%
FFA
133
Farther Finance Advisors
California
$1.44M -$58.7K -1,382 -4%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$1.44M +$493K +11,676 +52%
ZI
135
ZEGA Investments
Florida
$1.43M +$294K +6,917 +26%
FIM
136
Freedom Investment Management
Connecticut
$1.4M -$36.8K -866 -3%
QWM
137
Quadcap Wealth Management
Texas
$1.39M -$46.2K -1,088 -3%
LA
138
LexAurum Advisors
Kansas
$1.36M +$371K +8,750 +38%
CIA
139
Concurrent Investment Advisors
Florida
$1.34M +$110K +2,601 +9%
KWM
140
Kingsview Wealth Management
Oregon
$1.34M +$26.3K +619 +2%
HAS
141
HBW Advisory Services
California
$1.33M +$121K +2,861 +10%
MWM
142
Meridian Wealth Management
Kentucky
$1.33M +$88.2K +2,079 +7%
GIA
143
Gladstone Institutional Advisory
Florida
$1.3M +$434K +10,222 +50%
DRP
144
Decker Retirement Planning
Utah
$1.27M +$1.26M +29,744 +11,898%
AWMG
145
Alliance Wealth Management Group
New Jersey
$1.26M -$25.6K -603 -2%
1WM
146
1900 Wealth Management
Texas
$1.26M +$10.1K +237 +0.8%
JWS
147
Juncture Wealth Strategies
Arizona
$1.24M +$31.9K +751 +3%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$1.21M +$49.8K +1,174 +4%
SI
149
Stephens Inc
Arkansas
$1.21M -$423K -9,974 -26%
WMWM
150
Wilkins Miller Wealth Management
Alabama
$1.2M +$2.93K +69 +0.2%