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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$11.4M +$11.4M +324,288 New
CW
27
Connectus Wealth
Ohio
$10.6M +$10.6M +301,304 New
HAFS
28
Hapanowicz & Associates Financial Services
Pennsylvania
$10.4M +$970K +27,673 +10%
PAG
29
Private Advisor Group
New Jersey
$10.2M -$3.28M -93,430 -24%
BW
30
BIP Wealth
Georgia
$9.22M -$3.4M -96,893 -27%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$8.91M -$738K -21,044 -8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.59M -$438K -12,481 -5%
GB
33
Gunma Bank
Japan
$7.54M
FHB
34
First Hawaiian Bank
Hawaii
$7.52M -$2.03K -58 -0%
RJA
35
Raymond James & Associates
Florida
$6.96M -$756K -21,555 -10%
BIA
36
Barry Investment Advisors
Massachusetts
$6.77M +$5.04M +143,685 +291%
SP
37
SWS Partners
Ohio
$6.76M +$201K +5,739 +3%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$6.6M -$2.88M -82,033 -30%
KFP
39
Keystone Financial Planning
Ohio
$6.55M +$16.5K +470 +0.3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$6.13M -$146K -4,157 -2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5.97M -$737K -21,011 -11%
HWP
42
Hibernia Wealth Partners
Louisiana
$5.85M +$5.85M +166,719 New
Truist Financial
43
Truist Financial
North Carolina
$5.68M -$60.9K -1,736 -1%
PAS
44
Park Avenue Securities
New York
$5.47M +$266K +7,589 +5%
EFG
45
Erickson Financial Group
Pennsylvania
$5.4M +$131K +3,744 +2%
SAI
46
Systematic Alpha Investments
New Jersey
$5.18M
AIA
47
Angeles Investment Advisors
California
$4.98M
GCA
48
Genesee Capital Advisors
New York
$4.82M +$109K +3,120 +2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$4.8M +$272K +7,768 +6%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.57M -$60.3K -1,719 -1%