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SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
376
Impact Partnership Wealth
Georgia
$11.2K
SWA
377
SOA Wealth Advisors
New York
$10.2K
EWA
378
EverSource Wealth Advisors
Alabama
$9.84K +$5.9K +150 +150%
CIA
379
Cape Investment Advisory
Georgia
$9.81K
FRA
380
Front Row Advisors
California
$9.61K
HWA
381
HHM Wealth Advisors
Tennessee
$8.96K
SMA
382
Sage Mountain Advisors
Georgia
$8.79K -$28.9K -710 -77%
LFG
383
Larson Financial Group
Missouri
$8.67K -$366 -9 -4%
KFI
384
Key Financial Inc
Pennsylvania
$8.14K
SIS
385
Sound Income Strategies
Florida
$7.98K -$25.6K -630 -76%
SRCM
386
Signature Resources Capital Management
California
$7.64K
HCP
387
Hexagon Capital Partners
Arkansas
$6.55K +$3.26K +80 +99%
AF
388
Advisornet Financial
Minnesota
$6.31K
CWM
389
Cedar Wealth Management
California
$5.09K +$5.09K +125 New
MSG
390
Main Street Group
Virginia
$4.47K +$80 +2 +2%
PFA
391
Pathway Financial Advisers
Indiana
$4.46K +$4.46K +109 New
S
392
SignatureFD
Georgia
$2.69K +$2.69K +66 New
HFS
393
Hantz Financial Services
Michigan
$2K
CPG
394
Custom Portfolio Group
Colorado
$2K
FFL
395
Financial Freedom LLC
Ohio
$1.65K +$40 +1 +3%
IFAM
396
Institutional & Family Asset Management
Colorado
$1.27K
EWM
397
Evermay Wealth Management
Virginia
$1.06K
VNA
398
Valley National Advisers
Pennsylvania
$1K
BA
399
Ballast Advisors
Minnesota
$453
NMM
400
Naples Money Management
Florida
$446