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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 %
AWM
401
Abound Wealth Management
Tennessee
$410
MFT
402
Moisand Fitzgerald Tamayo
Florida
$326 +$326 +8 New
FFA
403
Founders Financial Alliance
North Carolina
$306 -$20.3K -532 -99%
TAM
404
Tucker Asset Management
Colorado
$244 +$244 +6 New
CWP
405
Concord Wealth Partners
Virginia
$81 -$60.7K -1,498 -100%
HNB
406
Huntington National Bank
Ohio
$81 -$78
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$41 +$41 +1 New
SPIA
408
Strategic Point Investment Advisors
Rhode Island
-$15.5M -395,094 Closed
GM
409
GeoWealth Management
Illinois
-$5.42M -138,337 Closed
WI
410
WrapManager Inc
California
-$2.37M -60,515 Closed
Jane Street
411
Jane Street
New York
-$2.07M -52,708 Closed
JWCA
412
J.W. Cole Advisors
Florida
-$1.32M -33,716 Closed
MWM
413
Meridian Wealth Management
Kentucky
-$1.03M -26,227 Closed
RCA
414
Reitz Capital Advisors
Michigan
-$803K -20,488 Closed
EIA
415
Eldridge Investment Advisors
New Hampshire
-$600K -15,322 Closed
VWA
416
Visionary Wealth Advisors
Illinois
-$571K -14,565 Closed
SW
417
SVB Wealth
Massachusetts
-$544K -13,881 Closed
SXL
418
Summit X LLC
Missouri
-$495K -12,631 Closed
FLA
419
Financial Life Advisors
Texas
-$441K -11,264 Closed
BCI
420
Brinker Capital Investments
Pennsylvania
-$426K -10,729 Closed
OPS
421
Orion Portfolio Solutions
Nebraska
-$426K -10,729 Closed
ARC
422
Advisor Resource Council
Texas
-$377K -9,619 Closed
NL
423
NWAM LLC
Washington
-$339K -8,661 Closed
TCMP
424
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$310K -7,918 Closed
EFG
425
Ehrlich Financial Group
California
-$305K -7,787 Closed