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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 %
HBW
351
Hazlett, Burt & Watson
West Virginia
$22K
FFA
352
Founders Financial Alliance
North Carolina
$18.7K +$210 +6 +1%
First Manhattan
353
First Manhattan
New York
$16.5K +$16.5K +470 New
RG
354
Retirement Group
California
$16.3K
HI
355
Hoey Investments
Pennsylvania
$15.8K +$15.8K +450 New
ME
356
McIlrath & Eck
Washington
$14.2K +$14K +400 +10,000%
AWM
357
Ameliora Wealth Management
Switzerland
$12.3K
HCM
358
Hollencrest Capital Management
California
$10.8K
LFG
359
Larson Financial Group
Missouri
$10.6K
AIM
360
Arcadia Investment Management
Michigan
$10.5K
CAS
361
Coppell Advisory Solutions
Texas
$10K +$5.19K +131 +107%
ANBT
362
American National Bank & Trust
Texas
$9.86K
IPW
363
Impact Partnership Wealth
Georgia
$9.68K +$7.75K +221 +402%
SCA
364
Stonebridge Capital Advisors
Minnesota
$9.26K +$9.26K +264 New
SWA
365
SOA Wealth Advisors
New York
$8.77K
CIA
366
Cape Investment Advisory
Georgia
$8.45K
FRA
367
Front Row Advisors
California
$8.28K -$491 -14 -6%
OP
368
ORG Partners
Indiana
$8.14K -$1.2M -34,156 -99%
MHR
369
Matthew Hamilton Rosenberg
$8K
AIP
370
Ameritas Investment Partners
Nebraska
$7.89K -$1.23K -35 -13%
HWA
371
HHM Wealth Advisors
Tennessee
$7.72K
KFI
372
Key Financial Inc
Pennsylvania
$7.01K
SIS
373
Sound Income Strategies
Florida
$6.87K -$4.14K -118 -38%
VAG
374
VisionPoint Advisory Group
Texas
$3.65K +$701 +20 +24%
WT
375
Whittier Trust
California
$3.54K