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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 %
OWA
301
Outlook Wealth Advisors
Texas
$241K -$37.6K -1,014 -13%
VBFP
302
Valtinson Bruner Financial Planning
Minnesota
$241K -$149K -4,020 -38%
KPWS
303
Kestra Private Wealth Services
Texas
$241K +$30.4K +819 +14%
CPIG
304
Chicago Partners Investment Group
Illinois
$240K +$29.6K +772 +14%
PIN
305
Prudent Investors Network
California
$239K
M1FG
306
Mach-1 Financial Group
Arkansas
$232K
BWM
307
BerganKDV Wealth Management
Minnesota
$221K -$5.41K -146 -2%
BPA
308
Beacon Pointe Advisors
California
$221K +$221K +5,950 New
DAS
309
Dynamic Advisor Solutions
Arizona
$220K -$18.9K -509 -8%
BL
310
Balentine LLC
Georgia
$218K
S
311
SignatureFD
Georgia
$216K
PFA
312
Pinnacle Family Advisors
Missouri
$211K
CIAS
313
Capital Investment Advisory Services
North Carolina
$210K +$927 +25 +0.4%
FAIM
314
Financial Advocates Investment Management
Washington
$209K +$209K +5,638 New
TW
315
Transform Wealth
Colorado
$209K +$209K +5,631 New
GIA
316
Gladstone Institutional Advisory
Florida
$208K +$208K +5,617 New
RIA
317
Regal Investment Advisors
Michigan
$208K -$33.4K -900 -14%
FCAS
318
First Command Advisory Services
Texas
$206K -$18.7M -504,442 -99%
RPCONE
319
Retirement Planning Company of New England
Rhode Island
$205K +$2.34K +63 +1%
GL
320
Graypoint LLC
New York
$205K +$3.93K +106 +2%
AWA
321
Acorn Wealth Advisors
Michigan
$201K -$2.52K -68 -1%
MRCM
322
M&R Capital Management
New Jersey
$187K -$9.64K -260 -5%
FCA
323
FinTrust Capital Advisors
South Carolina
$173K
GI
324
Gradient Investments
Minnesota
$162K -$7.38M -199,048 -98%
William Blair & Company
325
William Blair & Company
Illinois
$156K -$50.8K -1,370 -25%