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SPDR Portfolio S&P 500 High Dividend ETF

286 hedge funds and large institutions have $1.51B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+19
Holders Change %
+7.12%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
226
M&R Capital Management
New Jersey
$140K
RG
227
Retirement Group
California
$126K +$3.97K +99 +3%
GRP
228
Global Retirement Partners
California
$126K +$11.7K +292 +10%
SWM
229
Spire Wealth Management
Virginia
$117K -$119K -2,961 -50%
Deutsche Bank
230
Deutsche Bank
Germany
$105K -$61.1K -1,530 -37%
CHC
231
City Holding Co
West Virginia
$101K -$1.41K -35 -1%
LFASL
232
Lugano Financial Advisors SA (LFA)
Switzerland
$93K
CIAS
233
Capital Investment Advisory Services
North Carolina
$90K
Simplex Trading
234
Simplex Trading
Illinois
$88K -$260K -6,520 -75%
PMFA
235
Plante Moran Financial Advisors
Michigan
$87K
CFD
236
Creative Financial Designs
Indiana
$81K
William Blair & Company
237
William Blair & Company
Illinois
$64K
WP
238
WealthShield Partners
North Carolina
$58K
S
239
SignatureFD
Georgia
$53K +$2.28K +57 +5%
SFSIG
240
San Francisco Sentry Investment Group
California
$50K +$33.3K +824 +199%
TCOV
241
Trust Company of Vermont
Vermont
$47K
BWP
242
Baldwin Wealth Partners
Massachusetts
$46K
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K
SFP
244
Sterling Financial Planning
New Jersey
$40K +$40K +1,000 New
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$36K +$17.5K +432 +94%
T2I
246
Turim 21 Investimentos
Brazil
$35K +$35K +866 New
APWA
247
Atlas Private Wealth Advisors
New Jersey
$33K +$10.1K +255 +44%
Fidelity Investments
248
Fidelity Investments
Massachusetts
$32K +$1.16K +29 +4%
NFG
249
Next Financial Group
Texas
$32K +$9K +225 +39%
RCA
250
Ranch Capital Advisors
Florida
$28K -$2.54K -65 -8%