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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 %
JWA
326
JFS Wealth Advisors
Pennsylvania
$56.8K +$491 +14 +0.9%
WP
327
WealthShield Partners
North Carolina
$56.3K -$24.3K -693 -30%
TWM
328
Tradition Wealth Management
Minnesota
$53K +$626 +18 +1%
CWP
329
Concord Wealth Partners
Virginia
$52.6K -$175 -5 -0.3%
AIM
330
Anchor Investment Management
South Carolina
$52.6K
SS
331
Sunbelt Securities
Texas
$52.2K +$105 +3 +0.2%
SOS
332
Silver Oak Securities
Tennessee
$50.4K -$1.87M -53,302 -97%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$49.2K +$49.2K +1,435 New
CT
334
Clearstead Trust
Maine
$46.9K +$46.9K +1,337 New
BWP
335
Baldwin Wealth Partners
Massachusetts
$45.2K
APC
336
Aspire Private Capital
North Carolina
$45K +$45K +1,284 New
TCOV
337
Trust Company of Vermont
Vermont
$40.7K
S
338
SignatureFD
Georgia
$39.3K -$165K -4,700 -81%
TAM
339
Townsend Asset Management
North Carolina
$39.3K +$491 +14 +1%
RCM
340
Rain Capital Management
Oregon
$37.1K +$456 +13 +1%
CFD
341
Creative Financial Designs
Indiana
$36.4K +$3.3K +94 +10%
GTAM
342
Global Trust Asset Management
Florida
$36.3K
SSWM
343
Sheets Smith Wealth Management
North Carolina
$35.5K +$35.5K +1,012 New
NFSG
344
Newbridge Financial Services Group
Florida
$34.2K -$9.72K -277 -22%
AWM
345
Angeles Wealth Management
California
$34.1K -$55.2K -1,574 -62%
NECFA
346
New England Capital Financial Advisors
Connecticut
$32.6K
SIC
347
Salem Investment Counselors
North Carolina
$26.3K
HT
348
Headlands Technologies
Illinois
$26.2K +$26.2K +748 New
CSC
349
Caldwell Sutter Capital
California
$23K +$10.9K +312 +91%
GT
350
Glenmede Trust
Pennsylvania
$22.6K