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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 %
LFAS
276
Level Four Advisory Services
Texas
$295K +$35.9K +968 +14%
CF
277
Centaurus Financial
California
$295K -$67.2K -1,814 -19%
TCMP
278
Thrive Capital Management (Pennsylvania)
Pennsylvania
$295K -$12.1K -325 -4%
AAS
279
Ameritas Advisory Services
Nebraska
$292K -$142K -3,830 -33%
MSAM
280
Moloney Securities Asset Management
Missouri
$288K -$1.85K -50 -0.6%
SNB
281
Security National Bank
Nebraska
$285K +$42.6K +1,149 +18%
PA
282
Parallel Advisors
California
$284K -$207K -5,591 -42%
CAAS
283
Capital Asset Advisory Services
Michigan
$280K -$47.4K -1,250 -14%
NWA
284
Navis Wealth Advisors
New York
$278K
Cerity Partners
285
Cerity Partners
New York
$276K +$6.71K +181 +2%
SWA
286
Stratos Wealth Advisors
Ohio
$270K -$21.4K -576 -7%
IP
287
Ignite Planners
California
$270K +$779 +21 +0.3%
WKWM
288
Walter & Keenan Wealth Management
Indiana
$268K -$4.82K -130 -2%
IHWM
289
Iron Horse Wealth Management
Iowa
$267K -$35.7K -962 -12%
PAIM
290
Punch & Associates Investment Management
Minnesota
$265K
LF
291
Lee Financial
Texas
$263K +$371 +10 +0.1%
DS
292
DRW Securities
Illinois
$260K +$260K +7,017 New
SL
293
SWMG LLC
Texas
$260K
EB
294
Exchange Bank
California
$260K +$260K +7,000 New
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$257K +$927 +25 +0.4%
NRI
296
NFP Retirement Inc
California
$254K +$3.34K +90 +1%
VIP
297
Vantage Investment Partners
Missouri
$253K -$47.1K -1,270 -16%
ISWM
298
Independent Solutions Wealth Management
New York
$250K -$5.45K -147 -2%
RF
299
Rollins Financial
Georgia
$250K -$1.44M -38,899 -85%
PWM
300
Peterson Wealth Management
Nevada
$245K -$46.8K -1,261 -16%