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SPDR Portfolio S&P 500 High Dividend ETF

447 hedge funds and large institutions have $2.06B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
39
Increased
161
Reduced
157
Closed
40
Calls
$3.41M
Puts
$518K
Net Calls
+$2.89M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
151
Hutchinson Financial Advisors
Virginia
$1.17M +$1.17M +27,474 New
HI
152
Harbour Investments
Wisconsin
$1.16M +$18.5K +437 +2%
Citigroup
153
Citigroup
New York
$1.15M -$1.04M -24,471 -47%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$1.13M -$249K -5,877 -18%
Jane Street
155
Jane Street
New York
$1.12M -$348K -8,194 -24%
IA
156
Insight Advisors
Pennsylvania
$1.12M -$33.4K -787 -3%
MW
157
MBL Wealth
North Carolina
$1.1M +$10.8K +254 +1%
CIG
158
Cascade Investment Group
Colorado
$1.1M +$57K +1,342 +5%
VFA
159
Valeo Financial Advisors
Indiana
$1.06M +$1.61K +38 +0.2%
Bank Julius Baer & Co
160
Bank Julius Baer & Co
Switzerland
$1.05M +$121K +2,857 +13%
CWMGP
161
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.04M +$29K +684 +3%
SPW
162
Sonoma Private Wealth
California
$1.04M -$35.2K -830 -3%
TCWM
163
Total Clarity Wealth Management
Illinois
$1.03M +$1.03M +24,360 New
MCM
164
MAI Capital Management
Ohio
$1.03M
AWM
165
Austin Wealth Management
Texas
$1.03M -$149K -3,489 -13%
SG
166
Stanich Group
New York
$1.02M -$237K -5,449 -19%
SWP
167
Stratos Wealth Partners
Ohio
$972K -$4.16K -98 -0.4%
AWA
168
Arete Wealth Advisors
Illinois
$967K +$21.6K +510 +2%
MWM
169
MGB Wealth Management
Texas
$955K -$35.8K -843 -4%
FIC
170
FCG Investment Company
Tennessee
$928K +$928K +21,856 New
RFN
171
RDA Financial Network
Iowa
$923K -$155K -3,650 -14%
MSFS
172
Main Street Financial Solutions
Pennsylvania
$891K +$23.2K +546 +3%
PWP
173
Principle Wealth Partners
Connecticut
$877K +$261K +6,150 +42%
KA
174
Kovack Advisors
Florida
$871K -$8.02K -189 -0.9%
AWM
175
Atticus Wealth Management
Florida
$867K +$3.23K +76 +0.4%