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State Street SPDR Portfolio S&P 500 High Dividend ETF

449 hedge funds and large institutions have $2.07B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 161 increasing their positions, 156 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

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
BB
201
Berkshire Bank
Massachusetts
$628K
SC
202
Savant Capital
Illinois
$620K
ALA
203
Atlas Legacy Advisors
California
$615K
OC
204
Optima Capital
Oregon
$607K
FCA
205
FLC Capital Advisors
California
$604K
BL
206
Balentine LLC
Georgia
$597K
CW
207
CreativeOne Wealth
Kansas
$549K
FWA
208
FSC Wealth Advisors
New York
$534K
FWM
209
Focused Wealth Management
New York
$524K
MCCP
210
Mission Creek Capital Partners
California
$524K
JWCA
211
J.W. Cole Advisors
Florida
$524K
WJA
212
Willis Johnson & Associates
Texas
$519K
IAN
213
Integrated Advisors Network
Texas
$518K
NL
214
NDWM LLC
California
$510K
AFG
215
Atomi Financial Group
New York
$506K
GWMR
216
GC Wealth Management RIA
Massachusetts
$503K
NP
217
NorthRock Partners
Minnesota
$500K
CPIG
218
Chicago Partners Investment Group
Illinois
$496K
FHC
219
First Heartland Consultants
Missouri
$494K
WWA
220
WCG Wealth Advisors
Nevada
$494K
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
$492K
E
222
EntreWealth
Texas
$486K
ASN
223
Advisory Services Network
Georgia
$486K
SWM
224
Spire Wealth Management
Virginia
$484K
BFS
225
Bradley Foster & Sargent
Connecticut
$479K