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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.

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 %
ACA
351
Atlas Capital Advisors
Wyoming
$122K
TF
352
Tompkins Financial
New York
$103K
BlackRock
353
BlackRock
New York
$95.1K -$4.29K -113 -4%
WP
354
WealthShield Partners
North Carolina
$87.4K +$87.4K +2,300 New
BA
355
Ballast Advisors
Minnesota
$81.3K +$53.8K +1,415 +195%
CWP
356
Concord Wealth Partners
Virginia
$71.6K -$814K -21,408 -92%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$62.9K +$8.84K +188 +16%
JWA
358
JFS Wealth Advisors
Pennsylvania
$60.5K +$494 +13 +0.8%
AIM
359
Anchor Investment Management
South Carolina
$57K
AWM
360
Avior Wealth Management
Nebraska
$57K +$56.6K +1,490 +14,900%
RFA
361
Register Financial Advisors
Georgia
$56.4K +$3.84K +101 +7%
TWM
362
Tradition Wealth Management
Minnesota
$56K +$56K +1,486 New
SS
363
Sunbelt Securities
Texas
$55.4K +$55.4K +1,482 New
BWP
364
Baldwin Wealth Partners
Massachusetts
$54.6K
HIA
365
Harbor Investment Advisory
Maryland
$53.5K
FCA
366
Fortis Capital Advisors
Kansas
$44.2K
TCOV
367
Trust Company of Vermont
Vermont
$44.1K
JFGIW
368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.3K
TAM
369
Townsend Asset Management
North Carolina
$41.1K +$41.1K +1,081 New
RCM
370
Rain Capital Management
Oregon
$39.3K +$418 +11 +1%
SIC
371
Salem Investment Counselors
North Carolina
$38K +$30.4K +800 +400%
CFD
372
Creative Financial Designs
Indiana
$35.9K
NECFA
373
New England Capital Financial Advisors
Connecticut
$35.4K
US Bancorp
374
US Bancorp
Minnesota
$34.2K +$6.04K +159 +21%
GTAM
375
Global Trust Asset Management
Florida
$31.7K +$31.7K +835 New