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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
LPL Financial
1
LPL Financial
California
$212M +$6.39M +139,000 +3%
Ameriprise
2
Ameriprise
Minnesota
$198M +$2.15M +46,823 +1%
Bank of America
3
Bank of America
North Carolina
$153M +$1.39M +30,295 +0.9%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$151M -$4.06M -88,325 -3%
AOI
5
Auto-Owners Insurance
Michigan
$125M
Morgan Stanley
6
Morgan Stanley
New York
$72.6M +$2.2M +47,947 +3%
SS
7
SBI Securities
Japan
$67.3M -$2.28M -49,603 -3%
FCAS
8
First Command Advisory Services
Texas
$39.5M -$1.52M -33,152 -4%
UBS Group
9
UBS Group
Switzerland
$34.9M +$2.52M +54,814 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.4M +$22.3M +485,175 +195%
Wells Fargo
11
Wells Fargo
California
$31.7M -$849K -18,469 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$25.4M +$758K +16,501 +3%
CFP
13
Curran Financial Partners
South Carolina
$25.3M +$1.68M +36,573 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.5M -$438K -9,540 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$23.5M -$4.01M -87,280 -14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21.6M -$2.47M -53,752 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$19.6M +$770K +16,760 +4%
DWM
18
Dakota Wealth Management
Florida
$17.8M +$1.45M +31,502 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$15.6M +$1.3M +28,297 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.4M -$302K -6,563 -2%
Goldman Sachs
21
Goldman Sachs
New York
$15.2M -$6.49M -141,323 -30%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$14.6M +$801K +17,425 +6%
FGAM
23
Financial Gravity Asset Management
Texas
$14.1M +$496K +10,787 +4%
Wealthfront Advisers
24
Wealthfront Advisers
California
$12.9M -$152K -3,316 -1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$12.4M +$704K +15,315 +6%