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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
KW
226
KWB Wealth
California
$402K -$25.3K -681 -6%
ACM
227
Altrius Capital Management
North Carolina
$397K -$43.1K -1,230 -10%
FEG
228
Financial Enhancement Group
Indiana
$394K -$12.3K -350 -3%
WA
229
Wambolt & Associates
Colorado
$393K -$65.1K -1,896 -14%
WWG
230
West Wealth Group
California
$390K -$3.19K -91 -0.8%
RIA
231
Realta Investment Advisors
Delaware
$379K -$48.8K -1,317 -11%
PIAS
232
PCA Investment Advisory Services
Ohio
$372K -$3.68K -105 -1%
SFG
233
Sovereign Financial Group
Connecticut
$372K -$91.4K -2,607 -20%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$371K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$371K +$22.2K +632 +6%
CCA
236
Conservest Capital Advisors
Pennsylvania
$371K +$4.45K +127 +1%
HFS
237
Howard Financial Services
Texas
$370K +$4.45K +127 +1%
SI
238
SimpliFi Inc
California
$368K +$4.42K +126 +1%
NL
239
NWAM LLC
Washington
$363K -$68.1K -1,943 -16%
EGWAG
240
Elwood & Goetz Wealth Advisory Group
Georgia
$362K
MPW
241
MGO Private Wealth
California
$354K
BBWP
242
Beacon Bridge Wealth Partners
Pennsylvania
$349K -$1.54K -44 -0.4%
IWC
243
Integrated Wealth Concepts
Massachusetts
$347K +$9.01K +257 +3%
SNB
244
Security National Bank
Nebraska
$341K +$72.5K +2,074 +27%
FGA
245
Fortis Group Advisors
New Jersey
$338K -$6.65K -175 -2%
AC
246
Apella Capital
Connecticut
$330K
NP
247
NorthRock Partners
Minnesota
$329K
SPC
248
Sigma Planning Corp
Michigan
$325K +$7.68K +219 +2%
GRP
249
Global Retirement Partners
California
$323K -$7.82M -229,725 -96%
FIS
250
Fischer Investment Strategies
California
$322K +$3.05K +87 +1%