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SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
251
Ahrens Investment Partners
Louisiana
$344K +$46.6K +1,315 +16%
DI
252
DFPG Investments
Utah
$343K +$3.01K +81 +0.9%
PWS
253
Private Wealth Strategies
Ohio
$342K +$342K +9,626 New
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$340K -$121K -3,384 -26%
JWS
255
Juncture Wealth Strategies
Arizona
$339K +$339K +9,563 New
FA
256
Flagstar Advisors
New York
$331K
NAM
257
NTV Asset Management
West Virginia
$328K +$17.8K +502 +6%
EGWAG
258
Elwood & Goetz Wealth Advisory Group
Georgia
$327K -$59.5K -1,677 -15%
SFG
259
StrategIQ Financial Group
Indiana
$326K -$59.1K -1,667 -15%
CAAS
260
Capital Asset Advisory Services
Michigan
$323K
CCM
261
Ciovacco Capital Management
Georgia
$320K +$30.9K +873 +11%
BAM
262
Belpointe Asset Management
Nevada
$315K -$429K -12,084 -58%
PWM
263
Peterson Wealth Management
Nevada
$314K +$39.2K +1,106 +14%
VBFP
264
Valtinson Bruner Financial Planning
Minnesota
$313K +$117K +3,294 +60%
PA
265
PSI Advisors
Florida
$310K -$1.28K -36 -0.4%
ECG
266
Edge Capital Group
Georgia
$310K +$310K +8,742 New
WKWM
267
Walter & Keenan Wealth Management
Indiana
$307K
GRP
268
Global Retirement Partners
California
$306K +$169K +4,335 +124%
SB
269
Strategic Blueprint
Georgia
$303K +$303K +8,531 New
AWE
270
Avidian Wealth Enterprises
Texas
$302K +$13.6K +382 +5%
TCMP
271
Thrive Capital Management (Pennsylvania)
Pennsylvania
$300K -$61.1K -1,721 -17%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$297K -$17.9K -504 -6%
WAAG
273
Wealth Alliance Advisory Group
Kansas
$296K
UWM
274
USAdvisors Wealth Management
Minnesota
$289K +$14.7K +414 +5%
MW
275
Milestone Wealth
New York
$279K