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SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
376
Financial Gravity Asset Management
Texas
$1.46K -$1.43K -40,402 -50%
HCP
377
Hexagon Capital Partners
Arkansas
$1K
HR
378
Howe & Rusling
New York
$1K
PWP
379
Principle Wealth Partners
Connecticut
$668 -$24 -671 -3%
AWM
380
Abound Wealth Management
Tennessee
$355 +$355 +10 New
WAOI
381
Wealth Advisors of Iowa
Iowa
-$10.2M -231,151 Closed
PIM
382
Parker Investment Management
California
-$5.17M -129,526 Closed
SEM
383
Strategic Equity Management
Arizona
-$4.1M -102,817 Closed
ASFA
384
All Season Financial Advisors
Colorado
-$2.44M -61,074 Closed
UFF
385
USA Financial Formulas
Michigan
-$1.27M -31,814 Closed
SAM
386
Smithbridge Asset Management
Pennsylvania
-$1.03M -25,849 Closed
EF
387
Empowered Funds
Pennsylvania
-$866K -21,708 Closed
OC
388
Oppenheimer & Co
New York
-$820K -20,537 Closed
ARC
389
Advisor Resource Council
Texas
-$776K -19,442 Closed
VWM
390
Venturi Wealth Management
Texas
-$683K -17,105 Closed
Marshall Wace
391
Marshall Wace
United Kingdom
-$642K -16,100 Closed
CWM
392
Cornerstone Wealth Management
Missouri
-$564K -14,144 Closed
SPC
393
Sigma Planning Corp
Michigan
-$467K -11,701 Closed
CIA
394
Capital Investment Advisors
Georgia
-$460K -11,532 Closed
FFW
395
Fusion Family Wealth
New York
-$432K -10,825 Closed
SA
396
Stewardship Advisors
Pennsylvania
-$287K -7,194 Closed
JCM
397
Jacobi Capital Management
Pennsylvania
-$272K -6,825 Closed
CAG
398
Curtis Advisory Group
California
-$268K -6,710 Closed
KWM
399
Keebeck Wealth Management
Illinois
-$259K -6,500 Closed
CPIG
400
Chicago Partners Investment Group
Illinois
-$252K -6,077 Closed