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SPDR Portfolio S&P 500 High Dividend ETF

454 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
49
Increased
180
Reduced
135
Closed
38
Calls
$4.24M
Puts
$1.29M
Net Calls
+$2.95M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
176
VisionPoint Advisory Group
Texas
$806K -$197K -4,462 -20%
OIA
177
OneDigital Investment Advisors
Kansas
$804K +$3.36K +76 +0.4%
LMKC
178
L.M. Kohn & Company
Ohio
$783K +$106K +2,406 +16%
HW
179
Hancock Whitney
Mississippi
$782K
OFS
180
OneAscent Financial Services
Alabama
$782K -$12.5K -284 -2%
DC
181
Davenport & Co
Virginia
$773K +$95.9K +2,166 +14%
SWM
182
Selective Wealth Management
Virginia
$745K +$445 +11 +0.1%
BB
183
Berkshire Bank
Massachusetts
$743K -$108K -2,449 -13%
E
184
EntreWealth
Texas
$734K -$3.01K -68 -0.4%
CF
185
Collier Financial
Colorado
$716K +$716K +16,178 New
PWP
186
Pursue Wealth Partners
California
$712K
FI
187
Financial Insights
Washington
$712K +$11.1K +250 +2%
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$711K
BWL
189
Bogart Wealth LLC
Virginia
$696K +$15.6K +353 +2%
AAS
190
Ameritas Advisory Services
Nebraska
$693K +$3.79K +87 +0.5%
IAN
191
Integrated Advisors Network
Texas
$688K -$3.5K -79 -0.5%
BL
192
Balentine LLC
Georgia
$687K -$924K -20,882 -57%
LC
193
Lindbrook Capital
California
$683K -$21K -475 -3%
CW
194
CreativeOne Wealth
Kansas
$681K -$101K -2,278 -13%
SWM
195
Spire Wealth Management
Virginia
$676K +$56.1K +1,268 +9%
IA
196
Integrity Alliance
Iowa
$673K +$673K +15,216 New
IP
197
Ignite Planners
California
$658K +$121K +2,886 +22%
SC
198
Savant Capital
Illinois
$648K +$443 +10 +0.1%
PAS
199
Park Avenue Securities
New York
$647K -$38.2K -862 -6%
PWP
200
Principle Wealth Partners
Connecticut
$642K +$642K +14,515 New