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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
6%
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 %
RMAM
176
Raab & Moskowitz Asset Management
New Jersey
$862K -$163K -3,832 -16%
CW
177
Code Waechter
Florida
$861K
SOS
178
Silver Oak Securities
Tennessee
$857K -$6.03K -142 -0.7%
CA
179
Cambridge Advisors
Nebraska
$850K
TCM
180
TruNorth Capital Management
Michigan
$849K
CAGAS
181
Capital Advisory Group Advisory Services
Minnesota
$840K -$193K -4,552 -19%
SWM
182
Selective Wealth Management
Virginia
$797K -$3.74K -86 -0.5%
DC
183
Davenport & Co
Virginia
$796K +$55K +1,295 +7%
KBFS
184
Kohmann Bosshard Financial Services
Ohio
$790K
VAG
185
VisionPoint Advisory Group
Texas
$762K -$11K -259 -1%
AWS
186
Atria Wealth Solutions
New York
$752K -$366K -8,567 -33%
RWP
187
Ridgecrest Wealth Partners
California
$752K +$752K +17,710 New
HW
188
Hancock Whitney
Mississippi
$750K
KWA
189
Kingswood Wealth Advisors
California
$736K -$170K -4,000 -19%
PA
190
PFG Advisors
Arizona
$733K +$312K +7,346 +74%
OFS
191
OneAscent Financial Services
Alabama
$724K -$39.8K -923 -5%
MWP
192
Meriwether Wealth & Planning
Louisiana
$720K -$58.7K -1,384 -8%
IP
193
Ignite Planners
California
$695K +$13.1K +301 +2%
OIA
194
OneDigital Investment Advisors
Kansas
$693K -$77.5K -1,827 -10%
TC
195
Trilogy Capital
California
$687K +$113K +2,656 +20%
PWP
196
Pursue Wealth Partners
California
$683K
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$683K +$594 +14 +0.1%
FI
198
Financial Insights
Washington
$662K -$21.2K -500 -3%
HCA
199
Heck Capital Advisors
Wisconsin
$643K +$643K +15,144 New
BB
200
Berkshire Bank
Massachusetts
$628K -$84.1K -1,982 -12%