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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 %
EWA
376
EverSource Wealth Advisors
Alabama
$3.51K
SMA
377
Sage Mountain Advisors
Georgia
$2.84K
HCP
378
Hexagon Capital Partners
Arkansas
$2.77K +$35 +1 +1%
HL
379
HeadInvest LLC
Maine
$2.75K +$2.75K +80 New
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$2.17K -$60.9K -1,738 -97%
HFS
381
Hantz Financial Services
Michigan
$2K
FA
382
Financial Avengers
California
$1.4K +$1.4K +40 New
IFAM
383
Institutional & Family Asset Management
Colorado
$1.07K
VNA
384
Valley National Advisers
Pennsylvania
$1K +$33 +1 +3%
EWM
385
Evermay Wealth Management
Virginia
$912
CA
386
Crewe Advisors
Utah
$655 +$34 +1 +6%
AWM
387
Abound Wealth Management
Tennessee
$351
HNB
388
Huntington National Bank
Ohio
$70 -$74
BNP Paribas Financial Markets
389
BNP Paribas Financial Markets
France
$35 -$1.34M -38,190 -100%
NWM
390
NEIRG Wealth Management
Massachusetts
-$12.5M -336,655 Closed
CA
391
Calton & Associates
Florida
-$3.4M -91,778 Closed
Citadel Advisors
392
Citadel Advisors
Florida
-$2.67M -71,937 Closed
EFS
393
Econ Financial Services
Pennsylvania
-$1.9M -51,330 Closed
V
394
Veritable
Delaware
-$1.72M -46,342 Closed
VWA
395
V Wealth Advisors
Kansas
-$1.64M -44,361 Closed
PWS
396
Peterson Wealth Services
Utah
-$1.49M -40,252 Closed
GM
397
GeoWealth Management
Illinois
-$979K -26,413 Closed
Wolverine Trading
398
Wolverine Trading
Illinois
-$787K -21,324 Closed
KA
399
Kovack Advisors
Florida
-$783K -21,121 Closed
BC
400
Brio Consultants
California
-$683K -18,430 Closed