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SPDR Portfolio S&P 500 High Dividend ETF

454 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $2.01B → $2.01B (-$5.88M)

1.21% less ownership

Funds ownership: 30.28%29.07% (-1.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.24M
Puts
$1.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
151
Cascade Investment Group
Colorado
$1.09M
CAGAS
152
Capital Advisory Group Advisory Services
Minnesota
$1.08M
MCM
153
MAI Capital Management
Ohio
$1.07M
APA
154
Astoria Portfolio Advisors
New York
$1.07M
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$1.07M
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M
MWM
157
MGB Wealth Management
Texas
$1.03M
LA
158
LexAurum Advisors
Kansas
$1.03M
SWP
159
Stratos Wealth Partners
Ohio
$1.02M
AWA
160
Arete Wealth Advisors
Illinois
$986K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$979K
TC
162
TownSquare Capital
Utah
$960K
KWA
163
Kingswood Wealth Advisors
California
$942K
CI
164
CX Institutional
Indiana
$919K
KA
165
Kovack Advisors
Florida
$916K
MSFS
166
Main Street Financial Solutions
Pennsylvania
$905K
GIA
167
Gladstone Institutional Advisory
Florida
$901K
AWM
168
Atticus Wealth Management
Florida
$901K
CW
169
Code Waechter
Florida
$898K
SOS
170
Silver Oak Securities
Tennessee
$890K
CA
171
Cambridge Advisors
Nebraska
$887K
TCM
172
TruNorth Capital Management
Michigan
$885K
KBFS
173
Kohmann Bosshard Financial Services
Ohio
$824K
PFS
174
Prospera Financial Services
Texas
$815K
MWP
175
Meriwether Wealth & Planning
Louisiana
$812K