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SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
226
Waverly Advisors
Alabama
$417K +$417K +10,234 New
Comerica Bank
227
Comerica Bank
Texas
$416K -$173K -4,243 -29%
BJL
228
Brighton Jones LLC
Washington
$415K +$102K +2,494 +32%
FEG
229
Financial Enhancement Group
Indiana
$411K -$13.1K -337 -3%
IP
230
Ignite Planners
California
$408K +$55.2K +1,370 +16%
CPIG
231
Chicago Partners Investment Group
Illinois
$408K +$2.81K +71 +0.7%
WA
232
WBH Advisory
Maryland
$399K -$70.8K -1,738 -15%
QPWM
233
Quadrant Private Wealth Management
Pennsylvania
$397K +$8.67K +213 +2%
SNB
234
Security National Bank
Nebraska
$397K
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$397K -$548K -13,460 -58%
CPL
236
CAP Partners LLC
Tennessee
$379K +$1.47K +36 +0.4%
RIA
237
Realta Investment Advisors
Delaware
$375K -$10.5K -257 -3%
FCA
238
FinTrust Capital Advisors
South Carolina
$367K -$16K -393 -4%
NAM
239
NTV Asset Management
West Virginia
$358K -$10.1K -249 -3%
VIP
240
Vantage Investment Partners
Missouri
$355K
Brown Advisory
241
Brown Advisory
Maryland
$349K +$349K +8,573 New
DWM
242
Dakota Wealth Management
Florida
$348K +$348K +8,552 New
WKWM
243
Walter & Keenan Wealth Management
Indiana
$343K +$61.1K +1,500 +22%
WAAG
244
Wealth Alliance Advisory Group
Kansas
$340K
FGA
245
Fortis Group Advisors
New Jersey
$335K -$27K -662 -7%
BSW
246
Buckingham Strategic Wealth
Missouri
$334K -$6.11K -150 -2%
D
247
Diversified
Delaware
$333K +$333K +8,184 New
SPC
248
Sigma Planning Corp
Michigan
$329K +$329K +8,082 New
PPP
249
Private Portfolio Partners
New Jersey
$328K -$56.7K -1,393 -15%
IWM
250
IHT Wealth Management
Illinois
$327K +$75K +1,842 +30%