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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
5.89%
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 %
CWM
276
Cornerstone Wealth Management
Missouri
$263K +$936 +23 +0.4%
NB
277
Northwest Bancshares
Pennsylvania
$262K -$81 -2 -0%
CFG
278
Citizens Financial Group
Rhode Island
$260K -$413K -10,156 -61%
RIL
279
Rothschild Investment LLC
Illinois
$260K -$6.8K -167 -3%
AWM
280
Axxcess Wealth Management
California
$259K -$7.49K -184 -3%
LF
281
Lee Financial
Texas
$258K
MWM
282
Modern Wealth Management
Kansas
$254K +$254K +6,250 New
M1FG
283
Mach-1 Financial Group
Arkansas
$254K
SW
284
SteelPeak Wealth
California
$254K -$2.97M -72,939 -92%
CAAS
285
Capital Asset Advisory Services
Michigan
$254K -$7.34K -184 -3%
GRP
286
Global Retirement Partners
California
$245K -$46.2K -1,134 -16%
SB
287
Strategic Blueprint
Georgia
$244K +$244K +5,992 New
EWM
288
Evercore Wealth Management
New York
$243K -$116K -2,849 -32%
PWS
289
Private Wealth Strategies
Ohio
$240K +$2.12K +52 +0.9%
PIN
290
Prudent Investors Network
California
$240K +$240K +5,887 New
CIAS
291
Capital Investment Advisory Services
North Carolina
$236K +$814 +20 +0.3%
RPCONE
292
Retirement Planning Company of New England
Rhode Island
$234K +$1.71K +42 +0.7%
AIP
293
Ameritas Investment Partners
Nebraska
$232K +$40.5K +995 +21%
Bank of Nova Scotia
294
Bank of Nova Scotia
Ontario, Canada
$229K
CBC
295
Coombe, Bender & Co
New York
$221K -$113K -2,775 -34%
AWM
296
Alterna Wealth Management
Texas
$220K
PIAS
297
PCA Investment Advisory Services
Ohio
$220K -$14.8K -363 -6%
TW
298
Transform Wealth
Colorado
$219K
CF
299
Centaurus Financial
California
$218K +$162 +4 +0.1%
PCM
300
Parsons Capital Management
Rhode Island
$217K -$42.1K -1,035 -16%