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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
1WM
151
1900 Wealth Management
Texas
$1.34M +$92 +2 +0%
JWS
152
Juncture Wealth Strategies
Arizona
$1.32M -$66.2K -1,441 -5%
CIG
153
Cascade Investment Group
Colorado
$1.28M +$78.8K +1,715 +7%
TSS
154
Two Sigma Securities
New York
$1.27M +$164K +3,574 +15%
QWM
155
Quadcap Wealth Management
Texas
$1.24M -$108K -2,340 -8%
IA
156
Insight Advisors
Pennsylvania
$1.23M -$54.1K -1,178 -4%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$1.23M -$87.7K -1,908 -7%
OC
158
Optima Capital
Oregon
$1.23M +$456K +9,923 +58%
KWA
159
Kingswood Wealth Advisors
California
$1.22M +$156K +3,385 +14%
MW
160
MBL Wealth
North Carolina
$1.18M
TCP
161
TMB Capital Partners
Arkansas
$1.17M +$22.9K +498 +2%
SG
162
Stanich Group
New York
$1.17M +$30.3K +660 +3%
OIA
163
OneDigital Investment Advisors
Kansas
$1.16M +$30.6K +666 +3%
WMWM
164
Wilkins Miller Wealth Management
Alabama
$1.14M -$93.8K -2,042 -8%
KCAM
165
Kagan Cocozza Asset Management
New Jersey
$1.13M -$455K -9,904 -29%
VFA
166
Valeo Financial Advisors
Indiana
$1.13M -$16.1K -351 -1%
Citigroup
167
Citigroup
New York
$1.11M -$967K -21,035 -46%
SWP
168
Stratos Wealth Partners
Ohio
$1.08M -$125K -2,721 -10%
AAG
169
Armstrong Advisory Group
Massachusetts
$1.07M +$75.8K +1,649 +8%
GWMR
170
GC Wealth Management RIA
Massachusetts
$1.06M
SI
171
Stephens Inc
Arkansas
$1.03M -$184K -3,997 -15%
LWL
172
Leo Wealth LLC
Texas
$1.02M +$439K +9,549 +74%
P
173
&Partners
Tennessee
$1.01M +$416K +9,063 +68%
IAA
174
Independent Advisor Alliance
North Carolina
$1.01M +$1.02M +22,139 New
SWA
175
Sax Wealth Advisors
New Jersey
$1M