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SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
251
Advisory Services Network
Georgia
$325K -$3.95K -97 -1%
XF
252
XML Financial
Maryland
$324K +$2.81K +69 +0.9%
DS
253
DRW Securities
Illinois
$322K +$322K +7,899 New
IWC
254
Integrated Wealth Concepts
Massachusetts
$319K -$75.2K -1,848 -19%
PA
255
PFG Advisors
Arizona
$319K +$5.78K +142 +2%
OIA
256
Optimum Investment Advisors
Illinois
$313K -$11.7K -288 -4%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$311K +$15.3K +377 +5%
LFAS
258
Level Four Advisory Services
Texas
$307K
MSAM
259
Moloney Securities Asset Management
Missouri
$307K
TC
260
Trilogy Capital
California
$306K +$306K +7,513 New
NWA
261
Navis Wealth Advisors
New York
$305K
JSL
262
JT Stratford LLC
Georgia
$304K
KPWS
263
Kestra Private Wealth Services
Texas
$303K -$23.7K -581 -7%
BCM
264
Brookstone Capital Management
Illinois
$297K -$249K -6,115 -46%
IHWM
265
Iron Horse Wealth Management
Iowa
$292K -$1.63K -40 -0.6%
WWG
266
West Wealth Group
California
$288K -$75.3K -1,849 -21%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$288K -$101K -2,489 -26%
LWL
268
Leo Wealth LLC
Texas
$286K
DAS
269
Diversify Advisory Services
Utah
$286K +$286K +7,086 New
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$280K -$161K -3,964 -37%
William Blair & Company
271
William Blair & Company
Illinois
$277K +$6.6K +162 +2%
SFP
272
Sandbox Financial Partners
Maryland
$275K
YIH
273
Y-Intercept (HK)
Hong Kong
$271K +$271K +6,666 New
DAS
274
Dynamic Advisor Solutions
Arizona
$270K +$57.1K +1,402 +27%
KW
275
KWB Wealth
California
$266K -$153K -3,757 -36%