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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Parallel Advisors
California
$192K -$76.1K -2,171 -28%
MRCM
302
M&R Capital Management
New Jersey
$177K +$105 +3 +0.1%
FWA
303
FSC Wealth Advisors
New York
$155K +$11K +315 +8%
FFA
304
Farther Finance Advisors
California
$145K +$912 +26 +0.6%
NSIM
305
North Star Investment Management
Illinois
$117K
LFASL
306
Lugano Financial Advisors SA (LFA)
Switzerland
$116K
ACA
307
Atlas Capital Advisors
Wyoming
$112K
IA
308
IFP Advisors
Florida
$111K -$192K -5,475 -63%
RFA
309
Resurgent Financial Advisors
Georgia
$110K -$31.8K -908 -22%
GWSG
310
GPS Wealth Strategies Group
Colorado
$110K +$175 +5 +0.2%
GI
311
Gradient Investments
Minnesota
$108K -$45K -1,282 -29%
CHC
312
City Holding Co
West Virginia
$107K -$4.21K -120 -4%
US Bancorp
313
US Bancorp
Minnesota
$105K -$947 -27 -0.9%
TF
314
Tompkins Financial
New York
$94.7K
PA
315
PSI Advisors
Florida
$91.2K
NS
316
NBC Securities
Alabama
$88K +$88K +2,513 New
CIR
317
Clear Investment Research
Georgia
$84.3K +$23.8K +680 +39%
JWM
318
Janiczek Wealth Management
Colorado
$84.2K +$84.2K +2,401 New
BA
319
Ballast Advisors
Minnesota
$83.2K
HIA
320
Harbor Investment Advisory
Maryland
$74K +$24.5K +700 +50%
TWC
321
TD Waterhouse Canada
Ontario, Canada
$70K
GEA
322
Glen Eagle Advisors
New Jersey
$64.7K
RFA
323
Register Financial Advisors
Georgia
$63.8K +$9.82K +280 +18%
CFGS
324
Concourse Financial Group Securities
Alabama
$63.5K -$622K -17,736 -91%
BlackRock
325
BlackRock
New York
$57.2K