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SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
226
First Heartland Consultants
Missouri
$489K +$272K +6,293 +125%
CPIG
227
Chicago Partners Investment Group
Illinois
$473K +$16.9K +394 +4%
HFS
228
Howard Financial Services
Texas
$469K +$5.97K +138 +1%
VFPW
229
Vantage Financial Partners (Wisconsin)
Wisconsin
$467K -$620K -14,341 -57%
EGA
230
Eagle Global Advisors
Texas
$464K +$43.2K +1,000 +10%
OAS
231
Optivise Advisory Services
Tennessee
$462K +$462K +10,691 New
OC
232
Oarsman Capital
Wisconsin
$461K -$35K -809 -7%
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$457K -$3.79K -82 -0.8%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$454K -$114K -2,666 -20%
EGWAG
235
Elwood & Goetz Wealth Advisory Group
Georgia
$450K
NRC
236
New Republic Capital
North Carolina
$449K -$58.2K -1,346 -11%
HNWAG
237
High Net Worth Advisory Group
Florida
$449K +$2.51K +58 +0.6%
TSS
238
Two Sigma Securities
New York
$448K +$448K +10,358 New
Brown Advisory
239
Brown Advisory
Maryland
$448K +$49.6K +1,148 +12%
TC
240
Trilogy Capital
California
$448K +$259 +6 +0.1%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$447K +$447K +10,331 +516,550%
CA
242
Continuum Advisory
Idaho
$441K -$5.32K -123 -1%
SFG
243
Sovereign Financial Group
Connecticut
$434K +$34.9K +806 +9%
JIR
244
James Investment Research
Ohio
$430K +$89.7K +2,075 +26%
DA
245
Detalus Advisors
Missouri
$426K -$243K -5,618 -36%
SNB
246
Security National Bank
Nebraska
$422K
CCA
247
Conservest Capital Advisors
Pennsylvania
$419K -$43.9K -1,015 -9%
ACM
248
Altrius Capital Management
North Carolina
$418K -$25.7K -595 -6%
SI
249
SimpliFi Inc
California
$416K -$58.7K -1,358 -12%
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$416K -$81.1K -1,875 -16%