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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.

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 %
Citigroup
26
Citigroup
New York
$8.29M +$7.65M +187,800 +1,198%
SP
27
SWS Partners
Ohio
$7.95M -$12.6K -310 -0.2%
KFP
28
Keystone Financial Planning
Ohio
$7.74M -$131K -3,211 -2%
Wealthfront Advisers
29
Wealthfront Advisers
California
$7.58M +$723K +17,760 +11%
RJA
30
Raymond James & Associates
Florida
$7.48M -$561K -13,778 -7%
BW
31
BIP Wealth
Georgia
$7.45M -$1.32M -32,418 -15%
Truist Financial
32
Truist Financial
North Carolina
$7.12M +$627K +15,392 +10%
GB
33
Gunma Bank
Japan
$7.12M +$4.07M +100,000 +133%
Citadel Advisors
34
Citadel Advisors
Florida
$6.93M -$3.08M -75,652 -31%
GCA
35
Genesee Capital Advisors
New York
$6.52M -$14.7K -361 -0.2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.41M -$2.08M -51,132 -25%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$6.31M -$221K -5,436 -3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.28M -$31.6K -776 -0.5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.2M +$3.48M +85,488 +128%
EFG
40
Erickson Financial Group
Pennsylvania
$6.03M -$269K -6,608 -4%
SAI
41
Systematic Alpha Investments
New Jersey
$6.01M
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$5.7M +$869K +21,355 +18%
CGA
43
Crescent Grove Advisors
Illinois
$5.53M +$43.2K +1,060 +0.8%
Corient Private Wealth
44
Corient Private Wealth
Florida
$5.41M +$4M +100,600 +284%
PAG
45
Private Advisor Group
New Jersey
$5.25M +$71.9K +1,767 +1%
CRC
46
Curi RMB Capital
Illinois
$5.2M
CL
47
COWA LLC
Oklahoma
$5.18M -$7.46M -183,169 -59%
Stifel Financial
48
Stifel Financial
Missouri
$5.07M +$119K +2,922 +2%
WP
49
WealthPLAN Partners
Nebraska
$4.73M -$1.9M -46,626 -29%
HWA
50
Heartwood Wealth Advisors
Virginia
$4.34M +$1.08M +26,486 +33%