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SPDR Portfolio S&P 500 High Dividend ETF

147 hedge funds and large institutions have $302M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
66
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
51
Golden State Wealth Management
California
$963K +$963K +25,447 New
DI
52
DFPG Investments
Utah
$954K -$186K -4,832 -16%
IFWM
53
Institute for Wealth Management
Colorado
$870K +$59.7K +1,577 +7%
TC
54
Truvestments Capital
Florida
$837K +$837K +22,131 New
Stifel Financial
55
Stifel Financial
Missouri
$806K +$806K +21,278 New
RC
56
Roundview Capital
New Jersey
$719K +$485K +12,821 +208%
RMAM
57
Raab & Moskowitz Asset Management
New Jersey
$713K +$438K +11,578 +159%
APA
58
American Portfolios Advisors
New York
$692K +$249K +6,571 +56%
LA
59
LexAurum Advisors
Kansas
$684K +$684K +18,074 New
SFM
60
Signet Financial Management
New Jersey
$670K +$29.1K +760 +5%
ASN
61
Advisory Services Network
Georgia
$670K +$670K +17,695 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$650K +$67.2K +1,777 +12%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$633K +$633K +16,718 New
SRSA
64
S.R. Schill & Associates
Washington
$630K +$289K +7,640 +85%
CAN
65
Cetera Advisor Networks
California
$572K +$71.6K +1,898 +14%
RA
66
RFG Advisory
Alabama
$511K -$352K -9,337 -41%
MIAN
67
Mariner Independent Advisor Network
Kansas
$451K +$451K +11,918 New
AIC
68
Ameritas Investment Company
Nebraska
$427K +$302K +7,979 +242%
HFS
69
Howard Financial Services
Texas
$419K
FHC
70
First Heartland Consultants
Missouri
$382K -$6.09K -161 -2%
SFG
71
StrategIQ Financial Group
Indiana
$380K +$380K +10,034 New
LNC
72
Lincoln National Corp
Pennsylvania
$366K +$11.6K +306 +3%
NAS
73
Nicolet Advisory Services
Wisconsin
$365K +$365K +9,659 New
CA
74
Continuum Advisory
Idaho
$353K -$68.4K -1,788 -16%
MML Investors Services
75
MML Investors Services
Massachusetts
$332K +$4.69K +124 +1%