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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
226
Financial Enhancement Group
Indiana
$445K +$7.75K +202 +2%
QPWM
227
Quadrant Private Wealth Management
Pennsylvania
$441K -$98K -2,642 -18%
SFC
228
Strategic Financial Concepts
Texas
$438K -$7.01K -189 -2%
RIA
229
Realta Investment Advisors
Delaware
$428K -$1.61M -43,548 -79%
KW
230
KWB Wealth
California
$427K -$116K -3,120 -21%
WA
231
WBH Advisory
Maryland
$427K +$113K +3,055 +36%
FFW
232
Fusion Family Wealth
New York
$417K +$9.09K +245 +2%
WWG
233
West Wealth Group
California
$416K +$416K +11,215 New
AWA
234
Arete Wealth Advisors
Illinois
$413K +$214K +5,776 +108%
FLA
235
Financial Life Advisors
Texas
$408K -$1.02M -27,623 -72%
MCCP
236
Mission Creek Capital Partners
California
$401K -$101K -2,712 -20%
PIAS
237
PCA Investment Advisory Services
Ohio
$398K -$12.5K -336 -3%
PWP
238
Principle Wealth Partners
Connecticut
$395K -$160K -4,323 -29%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$393K +$97.2K +2,622 +33%
CS
240
Comerica Securities
Michigan
$392K
PWS
241
Private Wealth Strategies
Ohio
$389K +$23.2K +626 +6%
CCA
242
Conservest Capital Advisors
Pennsylvania
$387K +$4.93K +133 +1%
HFS
243
Howard Financial Services
Texas
$387K +$4.93K +133 +1%
SI
244
SimpliFi Inc
California
$384K +$181K +4,892 +89%
EGWAG
245
Elwood & Goetz Wealth Advisory Group
Georgia
$383K +$33.3K +897 +10%
PWM
246
Perigon Wealth Management
California
$380K -$49.4K -1,331 -11%
DI
247
DFPG Investments
Utah
$377K -$5.57K -145 -1%
MPW
248
MGO Private Wealth
California
$375K -$815K -21,967 -68%
BBWP
249
Beacon Bridge Wealth Partners
Pennsylvania
$370K -$21.7K -584 -6%
GKWIM
250
Gerber Kawasaki Wealth & Investment Management
California
$370K +$779 +21 +0.2%