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SPDR Portfolio S&P 500 High Dividend ETF

284 hedge funds and large institutions have $1.56B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
31
Increased
138
Reduced
61
Closed
28
Calls
$3.84M
Puts
$789K
Net Calls
+$3.05M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
LFASL
226
Lugano Financial Advisors SA (LFA)
Switzerland
$132K +$41.2K +1,053 +45%
BlackRock
227
BlackRock
New York
$127K +$117K +2,981 +1,125%
ACA
228
Atlas Capital Advisors
Wyoming
$125K +$125K +3,207 New
RG
229
Retirement Group
California
$125K +$1.96K +50 +2%
TF
230
Tompkins Financial
New York
$125K +$125K +3,200 New
GRP
231
Global Retirement Partners
California
$118K -$4.93K -126 -4%
NSIM
232
North Star Investment Management
Illinois
$111K +$111K +2,835 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$110K +$75.5K +1,945 +219%
CHC
234
City Holding Co
West Virginia
$108K +$9.59K +245 +10%
BAM
235
Belpointe Asset Management
Nevada
$107K +$107K +2,770 New
Deutsche Bank
236
Deutsche Bank
Germany
$103K
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$93K -$74.3K -1,865 -44%
SFP
238
Sterling Financial Planning
New Jersey
$93K +$53.8K +1,375 +138%
Simplex Trading
239
Simplex Trading
Illinois
$89K
CIAS
240
Capital Investment Advisory Services
North Carolina
$88K
CFD
241
Creative Financial Designs
Indiana
$79K
PMFA
242
Plante Moran Financial Advisors
Michigan
$67K -$18.7K -475 -22%
William Blair & Company
243
William Blair & Company
Illinois
$63K
CFA
244
Carroll Financial Associates
North Carolina
$58K -$110K -2,848 -65%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$54.8K +$54.8K +1,400 New
S
246
SignatureFD
Georgia
$52K +$78 +2 +0.2%
BWP
247
Baldwin Wealth Partners
Massachusetts
$45K
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K
NFG
249
Next Financial Group
Texas
$43K +$11.7K +300 +38%
SIM
250
Sonora Investment Management
Arizona
$39K +$39K +1,000 New