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SPDR Portfolio S&P 500 High Dividend ETF

352 hedge funds and large institutions have $2.49B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
166
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.1M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
226
Moloney Securities Asset Management
Missouri
$349K +$18.1K +412 +5%
UWM
227
USAdvisors Wealth Management
Minnesota
$345K -$17.9K -407 -5%
ISWM
228
Independent Solutions Wealth Management
New York
$339K -$1.28K -29 -0.4%
MW
229
Milestone Wealth
New York
$331K
NWA
230
Navis Wealth Advisors
New York
$330K
VIP
231
Vantage Investment Partners
Missouri
$330K +$76.1K +1,731 +30%
PWM
232
Peterson Wealth Management
Nevada
$328K +$101K +2,308 +45%
MWM
233
Minot Wealth Management
Massachusetts
$327K
WA
234
Wambolt & Associates
Colorado
$320K +$22.3K +505 +8%
SA
235
Stewardship Advisors
Pennsylvania
$316K
FEG
236
Financial Enhancement Group
Indiana
$316K +$70K +1,590 +28%
PAIM
237
Punch & Associates Investment Management
Minnesota
$314K
JCM
238
Jacobi Capital Management
Pennsylvania
$311K +$18.7K +424 +6%
NL
239
NWAM LLC
Washington
$311K +$311K +7,085 New
RJT
240
Raymond James Trust
Florida
$310K -$10.2K -232 -3%
Nomura Asset Management
241
Nomura Asset Management
Japan
$303K +$303K +6,904 New
WKWM
242
Walter & Keenan Wealth Management
Indiana
$303K
LF
243
Lee Financial
Texas
$297K +$264 +6 +0.1%
CAG
244
Curtis Advisory Group
California
$295K +$79.6K +1,810 +37%
SOS
245
Silver Oak Securities
Tennessee
$295K +$295K +6,634 New
ACM
246
Advisors Capital Management
New Jersey
$293K -$10.2M -232,952 -97%
IP
247
Ignite Planners
California
$290K +$19.3K +438 +7%
KWM
248
Keebeck Wealth Management
Illinois
$286K
RIA
249
Regal Investment Advisors
Michigan
$286K +$8.17K +186 +3%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$285K -$8.27K -188 -3%