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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, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
CIG
151
Cascade Investment Group
Colorado
$1.09M +$49.6K +1,120 +5%
CAGAS
152
Capital Advisory Group Advisory Services
Minnesota
$1.08M -$236K -5,326 -18%
MCM
153
MAI Capital Management
Ohio
$1.07M
APA
154
Astoria Portfolio Advisors
New York
$1.07M +$91.9K +2,215 +9%
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$1.07M +$75.2K +1,700 +8%
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M -$322K -7,276 -23%
MWM
157
MGB Wealth Management
Texas
$1.03M +$103K +2,336 +11%
LA
158
LexAurum Advisors
Kansas
$1.03M +$7.48K +169 +0.7%
SWP
159
Stratos Wealth Partners
Ohio
$1.02M -$323K -7,306 -24%
AWA
160
Arete Wealth Advisors
Illinois
$986K -$281K -6,360 -22%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$979K +$569K +13,019 +139%
TC
162
TownSquare Capital
Utah
$960K +$960K +21,693 New
KWA
163
Kingswood Wealth Advisors
California
$942K -$919K -20,825 -49%
CI
164
CX Institutional
Indiana
$919K +$872K +19,691 +1,837%
KA
165
Kovack Advisors
Florida
$916K +$136K +3,064 +17%
MSFS
166
Main Street Financial Solutions
Pennsylvania
$905K +$481K +10,865 +113%
GIA
167
Gladstone Institutional Advisory
Florida
$901K +$244K +5,509 +37%
AWM
168
Atticus Wealth Management
Florida
$901K +$901K +20,360 New
CW
169
Code Waechter
Florida
$898K
SOS
170
Silver Oak Securities
Tennessee
$890K -$76.3K -1,746 -8%
CA
171
Cambridge Advisors
Nebraska
$887K
TCM
172
TruNorth Capital Management
Michigan
$885K
KBFS
173
Kohmann Bosshard Financial Services
Ohio
$824K -$12.8K -290 -2%
PFS
174
Prospera Financial Services
Texas
$815K +$264K +5,953 +48%
MWP
175
Meriwether Wealth & Planning
Louisiana
$812K +$141K +3,187 +21%