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State Street SPDR Portfolio S&P 500 High Dividend ETF

497 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 63 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.3M

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

46% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 138

5% more funds holding

Funds holding: 473497 (+24)

4.25% less ownership

Funds ownership: 32.27%28.02% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$364M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
497
Holders Change
+24
Holders Change %
+5.07%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
63
Increased
202
Reduced
138
Closed
29
Calls
$5.27M
Puts
$1.3M
Net Calls
+$3.97M
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Castleview Partners
Texas
$1.67M -$593K -12,915 -26%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$1.65M -$308K -6,700 -16%
SPIA
128
Steward Partners Investment Advisory
New York
$1.64M +$17.4K +378 +1%
AFG
129
Albion Financial Group
Utah
$1.62M -$733K -15,951 -31%
MCM
130
MAI Capital Management
Ohio
$1.61M +$144K +3,132 +10%
HAS
131
HBW Advisory Services
California
$1.61M +$158K +3,428 +11%
PJC
132
Phillip James Consulting
Minnesota
$1.6M +$779K +16,962 New
LA
133
LexAurum Advisors
Kansas
$1.59M +$1.61M +34,931 New
GIA
134
Gladstone Institutional Advisory
Florida
$1.58M +$75.4K +1,640 +5%
CIA
135
Concurrent Investment Advisors
Florida
$1.57M +$68.2K +1,484 +4%
AWMG
136
Alliance Wealth Management Group
New Jersey
$1.55M +$63.7K +1,386 +4%
KWM
137
Kingsview Wealth Management
Oregon
$1.55M +$104K +2,268 +7%
MFA
138
Mayflower Financial Advisors
Massachusetts
$1.54M +$1.56M +33,855 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.51M +$31.1K +677 +2%
DRP
140
Decker Retirement Planning
Utah
$1.51M +$56.1K +1,221 +4%
SCM
141
Sage Capital Management
New Jersey
$1.51M +$1.52M +33,066 New
TFA
142
Tobias Financial Advisors
Florida
$1.5M -$51.9K -1,129 -3%
AA
143
Armis Advisers
Georgia
$1.48M +$34.4K +748 +2%
CWMGP
144
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.47M +$86.7K +1,886 +6%
EWA
145
EP Wealth Advisors
California
$1.47M -$1.33M -28,881 -47%
IWM
146
IHT Wealth Management
Illinois
$1.39M -$283K -6,150 -17%
SFC
147
Strategic Financial Concepts
Texas
$1.38M +$403K +8,779 +41%
RCP
148
Roan Capital Partners
Tennessee
$1.35M +$1.37M +29,766 New
MWM
149
Meridian Wealth Management
Kentucky
$1.35M +$2.39K +52 +0.2%
CF
150
Collier Financial
Colorado
$1.34M +$169K +3,684 +14%