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State Street SPDR Portfolio S&P 500 High Dividend ETF

497 hedge funds and large institutions have $1.97B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.3M

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

46% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 138

5% more funds holding

Funds holding: 473497 (+24)

4.25% less ownership

Funds ownership: 32.27%28.02% (-4.3%)

16% less capital invested

Capital invested by funds: $2.34B → $1.97B (-$364M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
497
Holders Change
+24
Holders Change %
+5.07%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
63
Increased
202
Reduced
138
Closed
29
Calls
$5.27M
Puts
$1.3M
Net Calls
+$3.97M
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$791K +$196K +4,262 +33%
FHA
202
Flagship Harbor Advisors
Massachusetts
$786K +$794K +17,275 New
CA
203
Cambridge Advisors
Nebraska
$785K
SWM
204
Selective Wealth Management
Virginia
$775K -$1.7K -37 -0.2%
FI
205
Financial Insights
Washington
$773K -$4.59K -100 -0.6%
PAS
206
Park Avenue Securities
New York
$756K -$33.1K -720 -4%
CW
207
CreativeOne Wealth
Kansas
$746K +$105K +2,284 +16%
BB
208
Berkshire Bank
Massachusetts
$738K +$82.3K +1,791 +12%
WCFA
209
Walkner Condon Financial Advisors
Wisconsin
$731K -$597 -13 -0.1%
HCA
210
Harpswell Capital Advisors
Maine
$728K
NL
211
NDWM LLC
California
$712K +$163K +3,549 +29%
AWM
212
Apollon Wealth Management
South Carolina
$709K -$603K -13,130 -46%
First Manhattan
213
First Manhattan
New York
$696K
Cerity Partners
214
Cerity Partners
New York
$684K +$103K +2,243 +18%
Bank Julius Baer & Co
215
Bank Julius Baer & Co
Switzerland
$683K
CF
216
Centaurus Financial
California
$668K +$451K +9,822 +203%
OFS
217
OneAscent Financial Services
Alabama
$665K +$671K +14,606 New
HAG
218
HighPoint Advisor Group
Illinois
$652K +$162K +3,518 +33%
FCA
219
FLC Capital Advisors
California
$648K
JWCA
220
J.W. Cole Advisors
Florida
$639K +$33.1K +720 +5%
SWM
221
Spire Wealth Management
Virginia
$631K +$60.6K +1,318 +10%
VAG
222
VisionPoint Advisory Group
Texas
$630K -$42.1K -917 -6%
NP
223
NorthRock Partners
Minnesota
$622K +$5.01K +109 +0.8%
PAA
224
Peregrine Asset Advisers
Oregon
$620K +$107K +2,335 +21%
APA
225
Astoria Portfolio Advisors
New York
$605K -$4.83K -105 -0.8%