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SPDR Portfolio S&P 500 High Dividend ETF

206 hedge funds and large institutions have $289M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-36
Holders Change %
-14.88%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
35
Increased
91
Reduced
55
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
251
Valtinson Bruner Financial Planning
Minnesota
-$261K -6,670 Closed
CWP
252
Capital Wealth Planning
Florida
-$241K -6,102 Closed
VWA
253
Visionary Wealth Advisors
Illinois
-$239K -6,048 Closed
OIA
254
OneDigital Investment Advisors
Kansas
-$234K -5,920 Closed
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
-$225K -5,706 Closed
OPA
256
Old Port Advisors
Maine
-$222K -5,686 Closed
WA
257
Wambolt & Associates
Colorado
-$224K -5,674 Closed
FHB
258
First Hawaiian Bank
Hawaii
-$221K -5,604 Closed
WCM
259
WealthBridge Capital Management
Ohio
-$208K -5,275 Closed
HWA
260
Hillcrest Wealth Advisors
New Jersey
-$205K -5,200 Closed
SW
261
SkyOak Wealth
Michigan
-$205K -5,200 Closed
TFA
262
Teamwork Financial Advisors
Texas
-$202K -5,109 Closed
RA
263
RFG Advisory
Alabama
-$202K -5,107 Closed
PA
264
PSI Advisors
Florida
-$185K -4,703 Closed
AA
265
Advisory Alpha
Michigan
-$46.2K -1,175 Closed
RIA
266
Realta Investment Advisors
Delaware
-$46K -1,163 Closed
WQ
267
Wealth Quarterback
New Jersey
-$8.47K -1,032 Closed
TCWM
268
Total Clarity Wealth Management
Illinois
-$34K -849 Closed
VFA
269
Values First Advisors
Tennessee
-$33K -834 Closed
CHAM
270
Clear Harbor Asset Management
Connecticut
-$27.6K -700 Closed
AF
271
Advisornet Financial
Minnesota
-$18K -465 Closed
BRC
272
Bell Rock Capital
Delaware
-$4K -106 Closed
BFEC
273
Benjamin F. Edwards & Company
Missouri
-$2K -40 Closed