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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 %
AL
301
ACAS LLC
California
$212K
GL
302
Graypoint LLC
New York
$212K
MWAM
303
Manhattan West Asset Management
California
$212K -$32.3K -794 -13%
PIA
304
Perennial Investment Advisors
California
$209K -$24.9K -612 -11%
IF
305
Intrua Financial
Texas
$206K -$65.7K -1,615 -24%
CFS
306
Coordinated Financial Services
Colorado
$202K +$202K +4,958 New
WIC
307
Woodmont Investment Counsel
Tennessee
$186K +$186K +4,558 New
MRCM
308
M&R Capital Management
New Jersey
$166K -$40.5K -996 -20%
MSWM
309
Mowery & Schoenfeld Wealth Management
Illinois
$161K
JHCP
310
Jackson Hole Capital Partners
Oklahoma
$141K
BlackRock
311
BlackRock
New York
$138K +$70.3K +1,727 +104%
GWSG
312
GPS Wealth Strategies Group
Colorado
$131K -$814 -20 -0.6%
ACA
313
Atlas Capital Advisors
Wyoming
$131K
VWWMG
314
Vermillion & White Wealth Management Group
Pennsylvania
$129K -$42.7K -1,050 -25%
LFASL
315
Lugano Financial Advisors SA (LFA)
Switzerland
$122K -$13K -319 -10%
US Bancorp
316
US Bancorp
Minnesota
$117K +$30.8K +757 +36%
TF
317
Tompkins Financial
New York
$110K
PA
318
PSI Advisors
Florida
$106K
CHC
319
City Holding Co
West Virginia
$104K -$11.4K -281 -10%
CIR
320
Clear Investment Research
Georgia
$103K +$5.09K +125 +5%
TWC
321
TD Waterhouse Canada
Ontario, Canada
$102K +$25.3K +526 +33%
IGWM
322
ICA Group Wealth Management
Colorado
$102K +$38.5K +945 +60%
NSIM
323
North Star Investment Management
Illinois
$95.5K
HIA
324
Harbor Investment Advisory
Maryland
$89.9K
SOS
325
Silver Oak Securities
Tennessee
$85K -$2.19M -53,746 -96%