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SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Accel Wealth Management
Iowa
$214K
S
302
SignatureFD
Georgia
$206K +$166K +4,700 +419%
OFS
303
OneAscent Financial Services
Alabama
$205K +$3.55K +100 +2%
BWM
304
BerganKDV Wealth Management
Minnesota
$200K -$224K -6,306 -53%
MRCM
305
M&R Capital Management
New Jersey
$192K -$496 -14 -0.3%
William Blair & Company
306
William Blair & Company
Illinois
$177K -$1.42K -40 -0.8%
TRCT
307
Tower Research Capital (TRC)
New York
$170K +$170K +4,813 New
OIA
308
Optimum Investment Advisors
Illinois
$169K
FCA
309
FinTrust Capital Advisors
South Carolina
$163K -$10.7K -286 -6%
PTC
310
Private Trust Company
Ohio
$157K -$112K -3,163 -42%
CWM
311
Castle Wealth Management
Florida
$153K +$87.5K +2,464 +133%
CHC
312
City Holding Co
West Virginia
$150K
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$140K -$25K -704 -15%
CIAS
314
Capital Investment Advisory Services
North Carolina
$132K -$17.7K -498 -12%
SWM
315
Spire Wealth Management
Virginia
$130K +$26.9K +758 +26%
LFASL
316
Lugano Financial Advisors SA (LFA)
Switzerland
$120K
NSIM
317
North Star Investment Management
Illinois
$118K
ACA
318
Atlas Capital Advisors
Wyoming
$114K
JWA
319
JFS Wealth Advisors
Pennsylvania
$104K +$15K +422 +17%
TIM
320
Tevis Investment Management
Texas
$101K +$8.31K +236 +9%
IHWM
321
Iron Horse Wealth Management
Iowa
$98K -$270K -7,653 -73%
TF
322
Tompkins Financial
New York
$96K
CS
323
Credit Suisse
Switzerland
$91K -$142 -4 -0.2%
BlackRock
324
BlackRock
New York
$88K -$29.9K -845 -25%
CCM
325
Covington Capital Management
California
$80K -$3.12K -88 -4%