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SPDR Portfolio S&P 500 High Dividend ETF

386 hedge funds and large institutions have $3.75B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+34
Holders Change %
+9.66%
% of All Funds
6.53%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.45M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Strategic Point Investment Advisors
Rhode Island
$15.2M +$15.2M +381,151 New
SAS
27
Sage Advisory Services
Texas
$14.3M -$919K -23,029 -6%
AWM
28
Angeles Wealth Management
California
$13.4M +$3.46M +86,605 +35%
Stifel Financial
29
Stifel Financial
Missouri
$13M +$6.41M +160,514 +97%
Daiwa Securities Group
30
Daiwa Securities Group
Japan
$11.6M -$1.36M -34,000 -10%
PIN
31
Prudent Investors Network
California
$11.2M +$830K +20,787 +8%
KAS
32
Kestra Advisory Services
Texas
$11M +$6.87M +172,236 +168%
Nomura Asset Management
33
Nomura Asset Management
Japan
$10.6M
CL
34
COWA LLC
Oklahoma
$10.5M +$1.12M +28,044 +12%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$10.4M +$295K +7,380 +3%
WAOI
36
Wealth Advisors of Iowa
Iowa
$10.2M
CFP
37
Curran Financial Partners
South Carolina
$9.66M +$2.68M +67,134 +38%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$9.37M +$7.16M +179,352 +323%
GI
39
Gradient Investments
Minnesota
$9.27M -$210K -5,263 -2%
FHB
40
First Hawaiian Bank
Hawaii
$9.12M +$4.31K +108 +0%
RJA
41
Raymond James & Associates
Florida
$8.9M +$612K +15,339 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.89M +$2.19M +54,841 +33%
NWM
43
NEIRG Wealth Management
Massachusetts
$8.1M +$4.03M +100,978 +99%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$6.95M +$1.76M +43,994 +34%
PAG
45
Private Advisor Group
New Jersey
$6.83M +$2.62M +65,578 +62%
OWA
46
Outlook Wealth Advisors
Texas
$6.67M +$5.62M +140,792 +533%
JG
47
Jefferies Group
New York
$6.5M +$4.04M +101,272 +164%
KFP
48
Keystone Financial Planning
Ohio
$6.39M +$67.8K +1,699 +1%
SAI
49
Systematic Alpha Investments
New Jersey
$5.89M
NA
50
NewEdge Advisors
Louisiana
$5.78M +$3.08M +77,078 +114%