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SPDR Portfolio S&P 500 High Dividend ETF

284 hedge funds and large institutions have $1.56B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
31
Increased
138
Reduced
61
Closed
28
Calls
$3.84M
Puts
$789K
Net Calls
+$3.05M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$2.27M
WPC
52
White Pine Capital
Minnesota
$2.27M +$1.17K +30 +0.1%
WANY
53
Wealthspire Advisors (New York)
New York
$2.27M +$2.27M +58,000 New
CA
54
CGN Advisors
Kansas
$2.18M +$104K +2,666 +5%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.14M +$50.1K +1,281 +2%
EE
56
EWG Elevate
California
$2.13M +$235K +5,996 +12%
WAS
57
Wealth Advisory Solutions
Indiana
$2.05M -$66.5K -1,700 -3%
TFA
58
Tobias Financial Advisors
Florida
$2.03M +$35.6K +911 +2%
V
59
Veritable
Delaware
$2.01M +$378K +9,655 +23%
FGAM
60
Financial Gravity Asset Management
Texas
$2M -$1.09M -27,930 -35%
IWN
61
Independent Wealth Network
Iowa
$1.98M +$1.98M +47,987 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.97M -$285K -7,274 -13%
CA
63
Calton & Associates
Florida
$1.92M +$147K +3,770 +8%
Creative Planning
64
Creative Planning
Kansas
$1.89M -$252K -6,444 -12%
TRCT
65
Tower Research Capital (TRC)
New York
$1.8M +$778K +19,886 +76%
SWA
66
Sax Wealth Advisors
New Jersey
$1.76M +$3.21K +82 +0.2%
ACA
67
Aptus Capital Advisors
Alabama
$1.69M
OC
68
Oarsman Capital
Wisconsin
$1.69M +$223K +5,702 +15%
FIM
69
Freedom Investment Management
Connecticut
$1.69M +$405K +10,344 +32%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$1.6M +$330K +8,438 +26%
CA
71
Cetera Advisors
Colorado
$1.55M +$680K +17,387 +78%
BW
72
Bison Wealth
Georgia
$1.54M -$117K -3,000 -7%
BRWM
73
B. Riley Wealth Management
Tennessee
$1.49M -$56.1K -1,434 -4%
FHA
74
Flagship Harbor Advisors
Massachusetts
$1.48M
NEIRG
75
New England Investment & Retirement Group
Massachusetts
$1.47M +$183K +4,688 +14%