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SPDR Portfolio S&P 500 High Dividend ETF

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$4.03M +$4.03M +106,143 New
MAG
27
Mokosak Advisory Group
Iowa
$3.72M -$19.9K -525 -0.5%
FI
28
FormulaFolio Investments
Michigan
$3.62M +$482K +12,692 +15%
BFG
29
Barber Financial Group
Kansas
$3.6M -$11.2M -293,750 -76%
RJA
30
Raymond James & Associates
Florida
$3.54M +$160K +4,220 +5%
CWG
31
Cornerstone Wealth Group
North Carolina
$3.48M -$34.7K -914 -1%
WP
32
WealthPLAN Partners
Nebraska
$3.35M -$26.4K -678 -0.8%
HighTower Advisors
33
HighTower Advisors
Illinois
$3.31M -$1.05M -27,659 -24%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$3.28M +$1.5M +39,544 +84%
ACM
35
AlphaStar Capital Management
North Carolina
$3.28M -$86.6K -2,280 -3%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$3.13M +$484K +12,755 +18%
RFN
37
RDA Financial Network
Iowa
$3.07M -$47.1K -1,216 -2%
OC
38
Oppenheimer & Co
New York
$2.88M +$800K +21,077 +39%
FIM
39
Frontier Investment Management
Texas
$2.8M +$1.08M +28,520 +63%
IA
40
IFP Advisors
Florida
$2.72M +$2.72M +71,533 New
GVAG
41
Great Valley Advisor Group
Delaware
$2.58M -$53.6K -1,411 -2%
Wells Fargo
42
Wells Fargo
California
$2.53M +$770K +20,266 +44%
AI
43
Atria Investments
North Carolina
$2.52M -$330K -8,676 -12%
EWM
44
Executive Wealth Management
Michigan
$2.52M -$575K -15,136 -19%
CF
45
Centaurus Financial
California
$2.38M +$60.4K +1,589 +3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.22M +$281K +7,412 +15%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.19M +$516K +13,590 +31%
TAM
48
Tradition Asset Management
Virginia
$1.93M +$169K +4,462 +10%
MGIA
49
Moneta Group Investment Advisors
Missouri
$1.9M -$110K -2,891 -5%
FMLI
50
Fukoku Mutual Life Insurance
Japan
$1.67M