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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.

New
Increased
Maintained
Reduced
Closed
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 %
GEA
376
Glen Eagle Advisors
New Jersey
$28.3K
LFG
377
Larson Financial Group
Missouri
$27K +$15K +396 +126%
EI
378
Ellevest Inc
New York
$25.4K
BTI
379
Blue Trust Inc
Georgia
$25K
GT
380
Glenmede Trust
Pennsylvania
$24.5K
FFA
381
Founders Financial Alliance
North Carolina
$19.9K -$11.2K -291 -36%
RG
382
Retirement Group
California
$18K
CFO
383
CVA Family Office
Colorado
$17.6K
CIR
384
Clear Investment Research
Georgia
$16.5K +$12.7K +333 +333%
Commonwealth Equity Services
385
Commonwealth Equity Services
Massachusetts
$15.8K +$7.77K +204,557 +97%
GWSG
386
GPS Wealth Strategies Group
Colorado
$14.4K +$14.4K +379 New
TCWA
387
Ten Capital Wealth Advisors
Washington
$13.5K +$13.5K +355 New
AWM
388
Ameliora Wealth Management
Switzerland
$13.3K
SIS
389
Sound Income Strategies
Florida
$11.9K
HCM
390
Hollencrest Capital Management
California
$11.7K +$11.7K +307 New
AIM
391
Arcadia Investment Management
Michigan
$11.4K +$11.4K +300 New
WB
392
Webster Bank
Connecticut
$11K +$11K +290 New
ANBT
393
American National Bank & Trust
Texas
$10.7K
FRA
394
Front Row Advisors
California
$10K
AIP
395
Ameritas Investment Partners
Nebraska
$9.88K -$12.4K -326 -56%
SWA
396
SOA Wealth Advisors
New York
$9.5K
CIA
397
Cape Investment Advisory
Georgia
$9.16K +$9.16K +241 New
MHR
398
Matthew Hamilton Rosenberg
$8.66K
BAAM
399
Baker Avenue Asset Management
California
$8.55K +$8.55K +225 New
HWA
400
HHM Wealth Advisors
Tennessee
$8.36K