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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$368K +$85.4K +2,302 +30%
IWM
252
IHT Wealth Management
Illinois
$364K +$5.45K +147 +2%
IWC
253
Integrated Wealth Concepts
Massachusetts
$358K -$161K -4,335 -31%
PA
254
PFG Advisors
Arizona
$355K -$78K -2,104 -18%
AC
255
Apella Capital
Connecticut
$349K +$349K +9,415 New
NP
256
NorthRock Partners
Minnesota
$348K -$148K -3,982 -30%
EIA
257
Eldridge Investment Advisors
New Hampshire
$346K -$2.35M -63,232 -87%
FIS
258
Fischer Investment Strategies
California
$337K +$337K +9,084 New
FGA
259
Fortis Group Advisors
New Jersey
$336K +$2.6K +70 +0.8%
SPC
260
Sigma Planning Corp
Michigan
$336K +$94.4K +2,545 +39%
NAM
261
NTV Asset Management
West Virginia
$335K -$7.31K -197 -2%
MWAM
262
Manhattan West Asset Management
California
$335K +$7.9K +213 +2%
SFG
263
StrategIQ Financial Group
Indiana
$333K
BSW
264
Buckingham Strategic Wealth
Missouri
$328K +$24.1K +650 +8%
EWM
265
Evercore Wealth Management
New York
$327K
ECG
266
Edge Capital Group
Georgia
$324K
RIL
267
Rothschild Investment LLC
Illinois
$324K +$926 +25 +0.3%
IA
268
IFP Advisors
Florida
$320K -$119K -3,196 -27%
PTC
269
Private Trust Company
Ohio
$315K +$58.1K +1,568 +23%
NAS
270
Nicolet Advisory Services
Wisconsin
$315K -$5.03K -136 -2%
UWM
271
USAdvisors Wealth Management
Minnesota
$312K +$3.41K +92 +1%
WAAG
272
Wealth Alliance Advisory Group
Kansas
$309K
UCFA
273
United Capital Financial Advisors
Texas
$305K -$14.1K -381 -4%
GLA
274
Good Life Advisors
Pennsylvania
$300K -$6.16K -166 -2%
OIA
275
Optimum Investment Advisors
Illinois
$295K +$81.7K +2,202 +38%