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State Street SPDR Portfolio S&P 500 High Dividend ETF

496 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 62 funds opening new positions, 200 increasing their positions, 139 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.31% less ownership

Funds ownership: 32.27%27.96% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$366M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.27M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
151
1900 Wealth Management
Texas
$1.34M
JWS
152
Juncture Wealth Strategies
Arizona
$1.32M
CIG
153
Cascade Investment Group
Colorado
$1.28M
TSS
154
Two Sigma Securities
New York
$1.27M
QWM
155
Quadcap Wealth Management
Texas
$1.24M
IA
156
Insight Advisors
Pennsylvania
$1.23M
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$1.23M
OC
158
Optima Capital
Oregon
$1.23M
KWA
159
Kingswood Wealth Advisors
California
$1.22M
MW
160
MBL Wealth
North Carolina
$1.18M
TCP
161
TMB Capital Partners
Arkansas
$1.17M
SG
162
Stanich Group
New York
$1.17M
OIA
163
OneDigital Investment Advisors
Kansas
$1.16M
WMWM
164
Wilkins Miller Wealth Management
Alabama
$1.14M
KCAM
165
Kagan Cocozza Asset Management
New Jersey
$1.13M
VFA
166
Valeo Financial Advisors
Indiana
$1.13M
Citigroup
167
Citigroup
New York
$1.11M
SWP
168
Stratos Wealth Partners
Ohio
$1.08M
AAG
169
Armstrong Advisory Group
Massachusetts
$1.07M
GWMR
170
GC Wealth Management RIA
Massachusetts
$1.06M
SI
171
Stephens Inc
Arkansas
$1.03M
LWL
172
Leo Wealth LLC
Texas
$1.02M
P
173
&Partners
Tennessee
$1.01M
IAA
174
Independent Advisor Alliance
North Carolina
$1.01M
SWA
175
Sax Wealth Advisors
New Jersey
$1M