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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 %
AWM
351
Avior Wealth Management
Nebraska
$55.6K
AIM
352
Anchor Investment Management
South Carolina
$55.6K
SS
353
Sunbelt Securities
Texas
$55.1K +$111 +3 +0.2%
HIA
354
Harbor Investment Advisory
Maryland
$52.2K
BWP
355
Baldwin Wealth Partners
Massachusetts
$47.8K -$5.56K -150 -10%
NFSG
356
Newbridge Financial Services Group
Florida
$46.5K -$311K -8,398 -87%
TCOV
357
Trust Company of Vermont
Vermont
$43K
TAM
358
Townsend Asset Management
North Carolina
$41K +$964 +26 +2%
RCM
359
Rain Capital Management
Oregon
$38.8K +$482 +13 +1%
GTAM
360
Global Trust Asset Management
Florida
$38.4K +$7.42K +200 +24%
CFD
361
Creative Financial Designs
Indiana
$35K
NECFA
362
New England Capital Financial Advisors
Connecticut
$34.5K
SIC
363
Salem Investment Counselors
North Carolina
$27.8K -$9.27K -250 -25%
GT
364
Glenmede Trust
Pennsylvania
$24.5K
FA
365
Fiduciary Alliance
South Carolina
$23.5K +$23.5K +635 New
HBW
366
Hazlett, Burt & Watson
West Virginia
$23K +$23K +614 New
FFA
367
Founders Financial Alliance
North Carolina
$19.5K +$259 +7 +1%
RG
368
Retirement Group
California
$17.2K
CFO
369
CVA Family Office
Colorado
$17.2K
MIH
370
Meitav Investment House
Israel
$14.8K +$14.8K +400 New
AWM
371
Ameliora Wealth Management
Switzerland
$13K
CSC
372
Caldwell Sutter Capital
California
$12.7K +$12.7K +343 New
SIS
373
Sound Income Strategies
Florida
$11.6K
HCM
374
Hollencrest Capital Management
California
$11.4K
LFG
375
Larson Financial Group
Missouri
$11.2K -$15.2K -410 -58%