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SPDR Portfolio S&P 500 High Dividend ETF

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
376
Glen Eagle Advisors
New Jersey
$29.5K
US Bancorp
377
US Bancorp
Minnesota
$29.4K -$4.47K -113 -13%
CS
378
Credit Suisse
Switzerland
$28.9K -$72.8K -1,839 -72%
BA
379
Ballast Advisors
Minnesota
$28.8K +$28.4K +716 +7,160%
TFS
380
TrustCore Financial Services
Tennessee
$27K
EI
381
Ellevest Inc
New York
$26.4K
GT
382
Glenmede Trust
Pennsylvania
$25.5K
FA
383
Fiduciary Alliance
South Carolina
$25.1K +$25.1K +635 New
AIP
384
Ameritas Investment Partners
Nebraska
$23.2K +$12.9K +326 +125%
BTI
385
Blue Trust Inc
Georgia
$23K -$9.01K -250 -28%
AWM
386
Accurate Wealth Management
Florida
$21.2K +$21.2K +515 New
PMFA
387
Plante Moran Financial Advisors
Michigan
$19.8K -$40 -1 -0.2%
ZIG
388
Zullo Investment Group
Pennsylvania
$19.8K
VCM
389
Vigilant Capital Management
Maine
$19K +$19K +475 New
CFO
390
CVA Family Office
Colorado
$18.3K
RG
391
Retirement Group
California
$18K +$15.5K +401 +627%
AWM
392
Ameliora Wealth Management
Switzerland
$13.9K +$7.24K +183 +110%
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$12.7K +$12.7K +320 New
LFG
394
Larson Financial Group
Missouri
$12.5K -$6.65K -168 -35%
SIS
395
Sound Income Strategies
Florida
$12.4K
ANBT
396
American National Bank & Trust
Texas
$11K
CAS
397
Coppell Advisory Solutions
Texas
$10K +$10K +253 New
CASC
398
Coppell Advisory Solutions Corp
Texas
$10K +$10K +253 New
FRA
399
Front Row Advisors
California
$10K
SWA
400
SOA Wealth Advisors
New York
$9.9K