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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 %
FWA
326
FSC Wealth Advisors
New York
$152K +$22.9K +617 +18%
FFA
327
Farther Finance Advisors
California
$152K +$152K +4,101 New
RFA
328
Resurgent Financial Advisors
Georgia
$150K -$115K -3,097 -43%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$125K -$91.3K -2,462 -42%
NSIM
330
North Star Investment Management
Illinois
$124K
LFASL
331
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
ACA
332
Atlas Capital Advisors
Wyoming
$119K
CHC
333
City Holding Co
West Virginia
$117K -$5.19K -140 -4%
GWSG
334
GPS Wealth Strategies Group
Colorado
$116K +$102K +2,761 +728%
US Bancorp
335
US Bancorp
Minnesota
$112K +$78.9K +2,127 +236%
TF
336
Tompkins Financial
New York
$100K
PA
337
PSI Advisors
Florida
$96.4K -$285K -7,696 -75%
AWM
338
Angeles Wealth Management
California
$94.4K -$16M -430,697 -99%
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$93K +$79.8K +604 +604%
BA
340
Ballast Advisors
Minnesota
$87.9K +$8.57K +231 +11%
WP
341
WealthShield Partners
North Carolina
$85.3K
TWC
342
TD Waterhouse Canada
Ontario, Canada
$74.5K +$12.2K +262 +20%
GEA
343
Glen Eagle Advisors
New Jersey
$68.4K +$40.8K +1,100 +148%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$66.7K +$66.7K +1,800 New
CIR
345
Clear Investment Research
Georgia
$63.9K +$47.8K +1,290 +298%
BlackRock
346
BlackRock
New York
$60.4K -$32.3K -872 -35%
JWA
347
JFS Wealth Advisors
Pennsylvania
$59.5K +$556 +15 +0.9%
RFA
348
Register Financial Advisors
Georgia
$57.1K +$2.08K +56 +4%
TWM
349
Tradition Wealth Management
Minnesota
$56K +$707 +19 +1%
CWP
350
Concord Wealth Partners
Virginia
$55.8K -$14K -378 -20%