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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
AA
126
Armis Advisers
Georgia
$1.52M
TFA
127
Tobias Financial Advisors
Florida
$1.51M
SPIA
128
Steward Partners Investment Advisory
New York
$1.49M
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.48M
Comerica Bank
130
Comerica Bank
Texas
$1.46M
PWA
131
Phoenix Wealth Advisors
North Carolina
$1.45M
APA
132
Astoria Portfolio Advisors
New York
$1.44M
TCM
133
Towercrest Capital Management
Pennsylvania
$1.44M
FFA
134
Farther Finance Advisors
California
$1.44M
Jones Financial Companies
135
Jones Financial Companies
Missouri
$1.44M
ZI
136
ZEGA Investments
Florida
$1.43M
FIM
137
Freedom Investment Management
Connecticut
$1.4M
QWM
138
Quadcap Wealth Management
Texas
$1.39M
LA
139
LexAurum Advisors
Kansas
$1.36M
CIA
140
Concurrent Investment Advisors
Florida
$1.34M
KWM
141
Kingsview Wealth Management
Oregon
$1.34M
HAS
142
HBW Advisory Services
California
$1.33M
MWM
143
Meridian Wealth Management
Kentucky
$1.33M
GIA
144
Gladstone Institutional Advisory
Florida
$1.3M
DRP
145
Decker Retirement Planning
Utah
$1.27M
AWMG
146
Alliance Wealth Management Group
New Jersey
$1.26M
1WM
147
1900 Wealth Management
Texas
$1.26M
JWS
148
Juncture Wealth Strategies
Arizona
$1.24M
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$1.21M
SI
150
Stephens Inc
Arkansas
$1.21M