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SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
26
Financial Gravity Companies
Texas
$10.4M +$675K +15,612 +7%
Wealthfront Advisers
27
Wealthfront Advisers
California
$10.4M +$771K +17,830 +8%
SP
28
SWS Partners
Ohio
$9.49M +$2.28M +52,626 +32%
CM
29
Cercano Management
Washington
$9.42M +$9.42M +217,913 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$9.22M +$8.94M +206,647 +3,190%
FHB
31
First Hawaiian Bank
Hawaii
$8.83M
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$8.61M +$107K +2,486 +1%
KFP
33
Keystone Financial Planning
Ohio
$8.4M +$108K +2,504 +1%
CL
34
COWA LLC
Oklahoma
$8.24M +$130K +3,013 +2%
Truist Financial
35
Truist Financial
North Carolina
$7.95M -$186K -4,291 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$7.51M +$192K +4,445 +3%
SG
37
StoneX Group
New York
$7.47M +$7.47M +172,743 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$6.81M +$1.6M +37,101 +31%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.65M +$426K +9,854 +7%
Osaic Holdings
40
Osaic Holdings
Arizona
$6.56M -$1.91M -44,109 -23%
GCA
41
Genesee Capital Advisors
New York
$6.54M +$129K +2,973 +2%
SAI
42
Systematic Alpha Investments
New Jersey
$6.38M
USCWA
43
U.S. Capital Wealth Advisors
Texas
$6.19M -$151K -3,484 -2%
BW
44
BIP Wealth
Georgia
$6.17M -$177K -4,095 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$5.63M +$284K +6,564 +5%
CGA
46
Crescent Grove Advisors
Illinois
$5.55M +$158K +3,660 +3%
CRC
47
Curi RMB Capital
Illinois
$5.52M
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.49M +$401K +9,262 +8%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5.24M +$220K +5,095 +4%
Stifel Financial
50
Stifel Financial
Missouri
$5.21M +$89K +2,058 +2%