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SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 454449 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.41M
Puts
$518K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
151
Wilkins Miller Wealth Management
Alabama
$1.2M
HFA
152
Hutchinson Financial Advisors
Virginia
$1.17M
HI
153
Harbour Investments
Wisconsin
$1.16M
Citigroup
154
Citigroup
New York
$1.15M
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$1.13M
Jane Street
156
Jane Street
New York
$1.12M
IA
157
Insight Advisors
Pennsylvania
$1.12M
MW
158
MBL Wealth
North Carolina
$1.1M
CIG
159
Cascade Investment Group
Colorado
$1.1M
VFA
160
Valeo Financial Advisors
Indiana
$1.06M
Bank Julius Baer & Co
161
Bank Julius Baer & Co
Switzerland
$1.05M
CWMGP
162
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.04M
SPW
163
Sonoma Private Wealth
California
$1.04M
TCWM
164
Total Clarity Wealth Management
Illinois
$1.03M
MCM
165
MAI Capital Management
Ohio
$1.03M
AWM
166
Austin Wealth Management
Texas
$1.03M
SG
167
Stanich Group
New York
$1.02M
SWP
168
Stratos Wealth Partners
Ohio
$972K
AWA
169
Arete Wealth Advisors
Illinois
$967K
MWM
170
MGB Wealth Management
Texas
$955K
FIC
171
FCG Investment Company
Tennessee
$928K
RFN
172
RDA Financial Network
Iowa
$923K
MSFS
173
Main Street Financial Solutions
Pennsylvania
$891K
PWP
174
Principle Wealth Partners
Connecticut
$877K
KA
175
Kovack Advisors
Florida
$871K