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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 %
HIA
326
Harbor Investment Advisory
Maryland
$62K -$21.5K -611 -26%
CWM
327
Cedar Wealth Management
California
$62K +$56.6K +1,588 +1,059%
CLOS
328
Compagnie Lombard Odier SCmA
Switzerland
$57K +$57K +1,600 New
TFA
329
Transamerica Financial Advisors
Florida
$56K -$463 -13 -0.8%
FWA
330
FSC Wealth Advisors
New York
$55K -$11.5K -322 -17%
BWP
331
Baldwin Wealth Partners
Massachusetts
$51K
SOS
332
Silver Oak Securities
Tennessee
$50.4K +$50.4K +1,438 New
AWM
333
Activest Wealth Management
Florida
$44K +$44K +1,235 New
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
TCOV
335
Trust Company of Vermont
Vermont
$41K
RCM
336
Rain Capital Management
Oregon
$36K +$36K +1,009 New
BTI
337
Blue Trust Inc
Georgia
$35K
BC
338
Burleson & Co
California
$33K +$32K +914 +3,152%
US Bancorp
339
US Bancorp
Minnesota
$30K -$912 -26 -3%
PI
340
PFS Investments
Georgia
$28.6K +$174 +4,898 +0.6%
GEA
341
Glen Eagle Advisors
New Jersey
$26.4K -$39K -1,100 -60%
TFS
342
TrustCore Financial Services
Tennessee
$24K -$37.3K -1,061 -61%
EI
343
Ellevest Inc
New York
$24K
MCC
344
Money Concepts Capital
Florida
$24K +$4.46K +124 +23%
GT
345
Glenmede Trust
Pennsylvania
$22K
OPW
346
Oxler Private Wealth
New York
$20K +$183 +4 +0.9%
CFD
347
Creative Financial Designs
Indiana
$20K -$18.3K -504 -48%
ZIG
348
Zullo Investment Group
Pennsylvania
$18K
PMFA
349
Plante Moran Financial Advisors
Michigan
$18K +$36 +1 +0.2%
FWP
350
FAS Wealth Partners
Kansas
$18K +$1.9K +54 +12%