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SPDR Portfolio S&P 500 High Dividend ETF

286 hedge funds and large institutions have $1.51B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

Holders
286
Holders Change
+19
Holders Change %
+7.12%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$2.33M +$2.33M +58,000 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.31M -$123K -3,079 -5%
WPC
53
White Pine Capital
Minnesota
$2.29M +$196K +4,953 +9%
Creative Planning
54
Creative Planning
Kansas
$2.19M +$434K +10,823 +25%
WAS
55
Wealth Advisory Solutions
Indiana
$2.17M +$57K +1,422 +3%
Truist Financial
56
Truist Financial
North Carolina
$2.17M -$7.46K -186 -0.3%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.14M +$117K +2,919 +6%
CA
58
CGN Advisors
Kansas
$2.13M +$701K +17,492 +49%
PAG
59
Private Advisor Group
New Jersey
$2.1M +$752K +18,756 +56%
JWCA
60
J.W. Cole Advisors
Florida
$2.06M +$2.06M +51,451 New
TFA
61
Tobias Financial Advisors
Florida
$2.04M -$55.4K -1,381 -3%
CWM
62
Cornerstone Wealth Management
Missouri
$1.96M -$72K -1,797 -4%
EE
63
EWG Elevate
California
$1.96M -$77.8K -1,923 -4%
CA
64
Calton & Associates
Florida
$1.82M +$263K +6,569 +17%
SWA
65
Sax Wealth Advisors
New Jersey
$1.8M -$7.18K -179 -0.4%
ACA
66
Aptus Capital Advisors
Alabama
$1.73M
BCI
67
Brinker Capital Investments
Pennsylvania
$1.72M -$468K -11,676 -21%
BW
68
Bison Wealth
Georgia
$1.7M +$51.1K +1,275 +3%
V
69
Veritable
Delaware
$1.67M +$85.1K +2,123 +5%
CFP
70
Curran Financial Partners
South Carolina
$1.66M +$1.66M +41,273 New
BRWM
71
B. Riley Wealth Management
Tennessee
$1.58M -$5.81K -145 -0.4%
OC
72
Oarsman Capital
Wisconsin
$1.5M +$222K +5,544 +17%
TCM
73
Towercrest Capital Management
Pennsylvania
$1.48M +$905K +22,572 +158%
FHA
74
Flagship Harbor Advisors
Massachusetts
$1.48M +$1.08M +26,931 +271%
NA
75
NewEdge Advisors
Louisiana
$1.47M -$21.7K -542 -1%