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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 %
AIM
376
Arcadia Investment Management
Michigan
$11.1K
Simplex Trading
377
Simplex Trading
Illinois
$11K +$11K +307 New
WB
378
Webster Bank
Connecticut
$10.8K
ANBT
379
American National Bank & Trust
Texas
$10.4K
HS
380
Horan Securities
United States
$9.68K +$9.68K +261 New
AIP
381
Ameritas Investment Partners
Nebraska
$9.64K
SWA
382
SOA Wealth Advisors
New York
$9.27K
FRA
383
Front Row Advisors
California
$9K
CIA
384
Cape Investment Advisory
Georgia
$8.94K
DJSG
385
D.J. St. Germain
Massachusetts
$8.53K +$8.53K +230 New
MHR
386
Matthew Hamilton Rosenberg
$8.45K
HWA
387
HHM Wealth Advisors
Tennessee
$8.16K
KFI
388
Key Financial Inc
Pennsylvania
$7.42K
GWM
389
GSB Wealth Management
Connecticut
$7.41K +$7.41K +200 New
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.34K
VF
391
VitalStone Financial
Texas
$5K +$5K +130 New
CAS
392
Coppell Advisory Solutions
Texas
$4.5K +$4.5K +122 New
FGAM
393
Financial Gravity Asset Management
Texas
$4.13K +$442 +11,927 +12%
WT
394
Whittier Trust
California
$3.74K
EWA
395
EverSource Wealth Advisors
Alabama
$3.71K -$4.38K -118 -54%
VAG
396
VisionPoint Advisory Group
Texas
$3.12K +$3.12K +84 New
SMA
397
Sage Mountain Advisors
Georgia
$3K
HCP
398
Hexagon Capital Partners
Arkansas
$2.9K +$37 +1 +1%
IPW
399
Impact Partnership Wealth
Georgia
$2.04K +$2.04K +55 New
HFS
400
Hantz Financial Services
Michigan
$2K +$40 +1 +2%