SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

467 hedge funds and large institutions have $2.33B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 43 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:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 32.39%32.25% (-0.15%)

2% less capital invested

Capital invested by funds: $2.39B → $2.33B (-$52.4M)

Holders
467
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
$5.15M
Puts
$463K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Optima Capital
Oregon
$741K
FI
202
Financial Insights
Washington
$739K
PS
203
Principal Securities
Iowa
$737K
IWC
204
Integrated Wealth Concepts
Massachusetts
$717K
WCFA
205
Walkner Condon Financial Advisors
Wisconsin
$696K
ASN
206
Advisory Services Network
Georgia
$694K
HCA
207
Harpswell Capital Advisors
Maine
$692K
HCA
208
Heck Capital Advisors
Wisconsin
$669K
First Manhattan
209
First Manhattan
New York
$662K
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$649K
VAG
211
VisionPoint Advisory Group
Texas
$639K
APA
212
Astoria Portfolio Advisors
New York
$633K
BB
213
Berkshire Bank
Massachusetts
$624K
FCA
214
FLC Capital Advisors
California
$616K
CW
215
CreativeOne Wealth
Kansas
$610K
MB
216
MidFirst Bank
Oklahoma
$606K
PIM
217
Parker Investment Management
California
$601K
NP
218
NorthRock Partners
Minnesota
$587K
CPIG
219
Chicago Partners Investment Group
Illinois
$582K
IP
220
Ignite Planners
California
$574K
BAM
221
Belpointe Asset Management
Nevada
$573K
P
222
&Partners
Tennessee
$573K
VCM
223
Virtue Capital Management
Tennessee
$567K
LWL
224
Leo Wealth LLC
Texas
$560K
AWA
225
Arete Wealth Advisors
Illinois
$554K