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SPDR Portfolio S&P 500 High Dividend ETF

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
326
M&T Bank
New York
$222K
S
327
SignatureFD
Georgia
$221K
Fidelity Investments
328
Fidelity Investments
Massachusetts
$221K -$60.9K -1,602 -22%
CPC
329
Congress Park Capital
New York
$219K -$236K -6,218 -52%
OIA
330
Optimum Investment Advisors
Illinois
$219K +$38K +1,000 +21%
SFP
331
Strategic Financial Partners
Oregon
$218K -$12K -315 -5%
AWM
332
Accel Wealth Management
Iowa
$218K +$684 +18 +0.3%
PFA
333
Pinnacle Family Advisors
Missouri
$217K +$217K +5,700 New
KPWS
334
Kestra Private Wealth Services
Texas
$216K +$216K +5,672 New
CIAS
335
Capital Investment Advisory Services
North Carolina
$215K +$4.14K +109 +2%
William Blair & Company
336
William Blair & Company
Illinois
$212K +$32.1K +844 +18%
AWA
337
Acorn Wealth Advisors
Michigan
$209K +$912 +24 +0.4%
CPIG
338
Chicago Partners Investment Group
Illinois
$208K +$152 +4 +0.1%
LA
339
Latitude Advisors
Florida
$208K +$208K +5,478 New
SI
340
SimpliFi Inc
California
$208K +$208K +5,477 New
RPCONE
341
Retirement Planning Company of New England
Rhode Island
$208K +$208K +5,466 New
GL
342
Graypoint LLC
New York
$206K +$3.38K +89 +2%
TI
343
Trexquant Investment
Connecticut
$206K +$206K +5,415 New
AWA
344
Arete Wealth Advisors
Illinois
$204K +$204K +5,373 New
MRCM
345
M&R Capital Management
New Jersey
$202K +$9.5K +250 +5%
FCA
346
FinTrust Capital Advisors
South Carolina
$173K
FWA
347
FSC Wealth Advisors
New York
$133K +$74.7K +1,965 +128%
NSIM
348
North Star Investment Management
Illinois
$127K
LFASL
349
Lugano Financial Advisors SA (LFA)
Switzerland
$126K
CHC
350
City Holding Co
West Virginia
$125K -$35K -920 -22%