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SPDR Portfolio S&P 500 High Dividend ETF

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
226
TrustCore Financial Services
Tennessee
$17K
DAM
227
Delta Asset Management
Tennessee
$16K
LFG
228
LifePlan Financial Group
Ohio
$13K -$16.2K -423 -55%
CFN
229
Cordasco Financial Network
Florida
$10K
SPIA
230
Steward Partners Investment Advisory
New York
$9K
EIP
231
Ellis Investment Partners
Pennsylvania
$9K +$113 +3 +1%
WQ
232
Wealth Quarterback
New Jersey
$8.47K +$8.47K +1,032 New
CAL
233
Capital Analysts LLC
Pennsylvania
$8K
VRM
234
Vectors Research Management
New York
$8K
FHA
235
Flagship Harbor Advisors
Massachusetts
$6K +$6K +140 New
BRC
236
Bell Rock Capital
Delaware
$4K +$4K +106 New
BFEC
237
Benjamin F. Edwards & Company
Missouri
$2K -$5K -100 -71%
FRA
238
Front Row Advisors
California
$2K
GWM
239
Geneos Wealth Management
Colorado
$2K
SIS
240
Sound Income Strategies
Florida
$1K
DOA
241
D'Orazio & Associates
Virginia
$1K +$30 +1 +3%
HI
242
Human Investing
Oregon
$1K +$824 +14 +467%
FMLI
243
Fukoku Mutual Life Insurance
Japan
-$1.67M -44,000 Closed
FWM
244
Frontier Wealth Management
Missouri
-$1.58M -41,569 Closed
GWAG
245
Garrett Wealth Advisory Group
Texas
-$1.38M -36,441 Closed
GSWM
246
Golden State Wealth Management
California
-$1.04M -27,474 Closed
JWM
247
Jackson Wealth Management
Florida
-$300K -8,174 Closed
GTAM
248
Global Trust Asset Management
Florida
-$273K -7,200 Closed
NEIRG
249
New England Investment & Retirement Group
Massachusetts
-$224K -5,901 Closed
PCIA
250
Prime Capital Investment Advisors
Kansas
-$50K -1,312 Closed