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SPDR Portfolio S&P 500 High Dividend ETF

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
II
251
Inspire Investing
Idaho
$218K
PWM
252
Peterson Wealth Management
Nevada
$217K +$217K +5,155 New
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$216K +$216K +5,125 New
PPWM
254
PFG Private Wealth Management
Florida
$213K -$82.6K -1,965 -28%
ACM
255
AlphaStar Capital Management
North Carolina
$212K -$6.1K -138 -3%
CAG
256
Curtis Advisory Group
California
$206K +$206K +4,900 New
SWM
257
Spire Wealth Management
Virginia
$203K -$27.8K -661 -12%
C
258
CEDRUS
Colorado
$202K +$202K +4,792 New
OIA
259
Optimum Investment Advisors
Illinois
$200K
AL
260
ACAS LLC
California
$200K +$200K +4,765 New
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$191K +$71.6K +1,701 +60%
IA
262
IFP Advisors
Florida
$185K +$15.1K +360 +9%
CIAS
263
Capital Investment Advisory Services
North Carolina
$177K +$83.1K +1,980 +88%
CG
264
Cutler Group
California
$174K -$323K -7,672 -65%
CA
265
Clearstead Advisors
Ohio
$155K +$155K +3,676 New
PA
266
Parallel Advisors
California
$153K -$504 -12 -0.3%
MRCM
267
M&R Capital Management
New Jersey
$151K +$3.57K +85 +2%
FFWM
268
Future Financial Wealth Management
Ohio
$148K +$148K +3,480 New
BlackRock
269
BlackRock
New York
$143K +$6.44K +153 +5%
LFASL
270
Lugano Financial Advisors SA (LFA)
Switzerland
$142K
TF
271
Tompkins Financial
New York
$135K
ACA
272
Atlas Capital Advisors
Wyoming
$135K
CHC
273
City Holding Co
West Virginia
$134K +$16K +375 +14%
NSIM
274
North Star Investment Management
Illinois
$119K
Deutsche Bank
275
Deutsche Bank
Germany
$111K