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State Street SPDR Portfolio S&P 500 High Dividend ETF

496 hedge funds and large institutions have $1.97B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 200 increasing their positions, 139 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.31% less ownership

Funds ownership: 32.27%27.96% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$366M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Castleview Partners
Texas
$1.67M
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$1.65M
SPIA
128
Steward Partners Investment Advisory
New York
$1.64M
AFG
129
Albion Financial Group
Utah
$1.62M
MCM
130
MAI Capital Management
Ohio
$1.61M
HAS
131
HBW Advisory Services
California
$1.61M
PJC
132
Phillip James Consulting
Minnesota
$1.6M
LA
133
LexAurum Advisors
Kansas
$1.59M
GIA
134
Gladstone Institutional Advisory
Florida
$1.58M
CIA
135
Concurrent Investment Advisors
Florida
$1.57M
AWMG
136
Alliance Wealth Management Group
New Jersey
$1.55M
KWM
137
Kingsview Wealth Management
Oregon
$1.55M
MFA
138
Mayflower Financial Advisors
Massachusetts
$1.54M
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.51M
DRP
140
Decker Retirement Planning
Utah
$1.51M
SCM
141
Sage Capital Management
New Jersey
$1.51M
TFA
142
Tobias Financial Advisors
Florida
$1.5M
AA
143
Armis Advisers
Georgia
$1.48M
CWMGP
144
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.47M
EWA
145
EP Wealth Advisors
California
$1.47M
IWM
146
IHT Wealth Management
Illinois
$1.39M
SFC
147
Strategic Financial Concepts
Texas
$1.38M
RCP
148
Roan Capital Partners
Tennessee
$1.35M
MWM
149
Meridian Wealth Management
Kentucky
$1.35M
CF
150
Collier Financial
Colorado
$1.34M