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SPDR Portfolio S&P 500 High Dividend ETF

352 hedge funds and large institutions have $2.49B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
166
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.1M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$11.1M -$77.2K -1,756 -0.7%
AWM
27
Angeles Wealth Management
California
$11M +$11M +250,056 New
GI
28
Gradient Investments
Minnesota
$10.4M -$2.36M -53,784 -18%
CL
29
COWA LLC
Oklahoma
$10.3M +$1.51M +34,141 +17%
WAOI
30
Wealth Advisors of Iowa
Iowa
$10.2M +$10.2M +231,151 New
FHB
31
First Hawaiian Bank
Hawaii
$10M
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$9.44M +$6.6M +150,090 +232%
RJA
33
Raymond James & Associates
Florida
$9.12M +$3.28M +74,654 +56%
EE
34
EWG Elevate
California
$8.08M +$5.55M +126,389 +220%
CFP
35
Curran Financial Partners
South Carolina
$7.68M +$2.48M +56,389 +48%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.38M +$2.09M +47,447 +39%
Stifel Financial
37
Stifel Financial
Missouri
$7.31M +$5.66M +128,863 +345%
KFP
38
Keystone Financial Planning
Ohio
$6.97M +$6.97M +158,499 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$6.56M +$4.27M +97,108 +186%
SAI
40
Systematic Alpha Investments
New Jersey
$6.49M
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.35M +$2.45M +55,756 +63%
FA
42
FDx Advisors
Illinois
$5.99M +$5.66M +128,882 +1,767%
GCA
43
Genesee Capital Advisors
New York
$5.93M -$135K -3,068 -2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.72M -$406K -9,240 -7%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.72M +$2.11M +47,900 +58%
CRC
46
Curi RMB Capital
Illinois
$5.62M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.34M +$336K +7,635 +7%
RFN
48
RDA Financial Network
Iowa
$4.96M +$70.8K +1,610 +1%
PAG
49
Private Advisor Group
New Jersey
$4.64M +$1.19M +27,177 +35%
CWMGP
50
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.56M +$153K +3,472 +3%