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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 %
TFGT
326
TS Financial Group (TSFG)
Illinois
$81K +$81K +2,000 New
FWM
327
FSA Wealth Management
Massachusetts
$78.4K +$896 +22 +1%
RFA
328
Register Financial Advisors
Georgia
$76.5K +$76.5K +1,879 New
GEA
329
Glen Eagle Advisors
New Jersey
$75.1K
WT
330
Whittier Trust
California
$75K +$70.9K +1,741 +1,724%
PCMC
331
Planning Capital Management Corporation
Pennsylvania
$68.4K +$407 +10 +0.6%
GTAM
332
Global Trust Asset Management
Florida
$67.6K +$12.2K +300 +22%
IA
333
IFP Advisors
Florida
$66.2K
AIM
334
Anchor Investment Management
South Carolina
$61.1K
SS
335
Sunbelt Securities
Texas
$60.8K +$81 +2 +0.1%
FFWM
336
Future Financial Wealth Management
Ohio
$60.3K +$60.3K +1,480 New
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$58.5K
PS
338
Principal Securities
Iowa
$58.1K +$15.3K +375 +36%
CT
339
Clearstead Trust
Maine
$54.4K
CPA
340
Clear Point Advisors
New York
$54K +$204 +5 +0.4%
BWP
341
Baldwin Wealth Partners
Massachusetts
$52.4K
WCM
342
Westend Capital Management
California
$52K +$52K +1,277 New
PA
343
Parallel Advisors
California
$48.4K -$11.8K -289 -20%
CA
344
CoreCap Advisors
Michigan
$48.3K +$48.3K +1,187 New
AFG
345
Albion Financial Group
Utah
$48K -$1.33M -32,699 -97%
TCOV
346
Trust Company of Vermont
Vermont
$47.2K
TAM
347
Townsend Asset Management
North Carolina
$46.7K +$448 +11 +1%
RCM
348
Rain Capital Management
Oregon
$44.1K +$407 +10 +0.9%
NECFA
349
New England Capital Financial Advisors
Connecticut
$37.9K
NFSG
350
Newbridge Financial Services Group
Florida
$35.7K -$8.39K -206 -19%