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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
AWM
176
Atticus Wealth Management
Florida
$867K
RMAM
177
Raab & Moskowitz Asset Management
New Jersey
$862K
CW
178
Code Waechter
Florida
$861K
SOS
179
Silver Oak Securities
Tennessee
$857K
CA
180
Cambridge Advisors
Nebraska
$850K
TCM
181
TruNorth Capital Management
Michigan
$849K
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$840K
SWM
183
Selective Wealth Management
Virginia
$797K
DC
184
Davenport & Co
Virginia
$796K
KBFS
185
Kohmann Bosshard Financial Services
Ohio
$790K
VAG
186
VisionPoint Advisory Group
Texas
$762K
AWS
187
Atria Wealth Solutions
New York
$752K
RWP
188
Ridgecrest Wealth Partners
California
$752K
HW
189
Hancock Whitney
Mississippi
$750K
KWA
190
Kingswood Wealth Advisors
California
$736K
PA
191
PFG Advisors
Arizona
$733K
OFS
192
OneAscent Financial Services
Alabama
$724K
MWP
193
Meriwether Wealth & Planning
Louisiana
$720K
IP
194
Ignite Planners
California
$695K
OIA
195
OneDigital Investment Advisors
Kansas
$693K
TC
196
Trilogy Capital
California
$687K
PWP
197
Pursue Wealth Partners
California
$683K
WCFA
198
Walkner Condon Financial Advisors
Wisconsin
$683K
FI
199
Financial Insights
Washington
$662K
HCA
200
Heck Capital Advisors
Wisconsin
$643K