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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
251
WrapManager Inc
California
$318K +$318K +9,064 New
IWM
252
IHT Wealth Management
Illinois
$317K -$27K -770 -8%
NAM
253
NTV Asset Management
West Virginia
$317K +$105 +3 +0%
GKWIM
254
Gerber Kawasaki Wealth & Investment Management
California
$312K -$37.1K -1,057 -11%
SFG
255
StrategIQ Financial Group
Indiana
$311K -$4.56K -130 -1%
EWM
256
Evercore Wealth Management
New York
$309K
MWAM
257
Manhattan West Asset Management
California
$303K +$1.43K +43 +0.5%
RIL
258
Rothschild Investment LLC
Illinois
$302K -$4.91K -140 -2%
VIP
259
Vantage Investment Partners
Missouri
$302K +$63.1K +1,800 +26%
FCA
260
FinTrust Capital Advisors
South Carolina
$300K +$147K +4,187 +96%
PTC
261
Private Trust Company
Ohio
$298K
UWM
262
USAdvisors Wealth Management
Minnesota
$297K +$3.04K +87 +1%
BSW
263
Buckingham Strategic Wealth
Missouri
$293K -$17.5K -500 -6%
WAAG
264
Wealth Alliance Advisory Group
Kansas
$293K
PWM
265
Perigon Wealth Management
California
$290K -$69.6K -1,986 -19%
AIM
266
Aspen Investment Management
Michigan
$285K -$969K -27,694 -77%
GLA
267
Good Life Advisors
Pennsylvania
$284K +$526 +15 +0.2%
OIA
268
Optimum Investment Advisors
Illinois
$279K
PA
269
PFG Advisors
Arizona
$276K -$60.4K -1,722 -18%
DWM
270
Destination Wealth Management
California
$275K +$275K +7,837 New
TCMP
271
Thrive Capital Management (Pennsylvania)
Pennsylvania
$272K -$6.35K -181 -2%
KPWS
272
Kestra Private Wealth Services
Texas
$272K +$44.6K +1,272 +20%
CF
273
Centaurus Financial
California
$267K -$12.5K -355 -4%
IP
274
Ignite Planners
California
$267K +$19.2K +565 +8%
MSAM
275
Moloney Securities Asset Management
Missouri
$264K -$8.07K -230 -3%