SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

386 hedge funds and large institutions have $3.75B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+34
Holders Change %
+9.66%
% of All Funds
6.53%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.45M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$5.6M -$164K -4,098 -3%
FA
52
FDx Advisors
Illinois
$5.26M -$172K -4,299 -3%
GCA
53
Genesee Capital Advisors
New York
$5.17M -$208K -5,223 -4%
PIM
54
Parker Investment Management
California
$5.17M +$5.17M +129,526 New
Creative Planning
55
Creative Planning
Kansas
$5.12M +$3.18M +79,686 +164%
CRC
56
Curi RMB Capital
Illinois
$5.1M
LWP
57
Laurel Wealth Planning
Minnesota
$4.86M +$2.29M +57,343 +89%
GB
58
Gunma Bank
Japan
$4.59M +$4.59M +115,000 New
RFN
59
RDA Financial Network
Iowa
$4.55M +$53.3K +1,336 +1%
CBC
60
Coombe, Bender & Co
New York
$4.39M +$4.39M +109,985 New
CWMGP
61
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.27M +$123K +3,091 +3%
SEM
62
Strategic Equity Management
Arizona
$4.1M +$4.1M +102,817 New
EIA
63
Eldridge Investment Advisors
New Hampshire
$4.07M +$739K +18,527 +22%
AssetMark Inc
64
AssetMark Inc
California
$3.95M +$403K +10,088 +11%
CI
65
CX Institutional
Indiana
$3.94M +$3.94M +98,627 New
1WM
66
1900 Wealth Management
Texas
$3.92M +$1.1M +27,608 +39%
JWCA
67
J.W. Cole Advisors
Florida
$3.84M -$286K -7,160 -7%
FA
68
Faithward Advisors
Pennsylvania
$3.64M +$11.3K +284 +0.3%
CPFP
69
Clear Perspectives Financial Planning
Ohio
$3.63M +$3.63M +90,865 New
Lido Advisors
70
Lido Advisors
California
$3.53M +$816K +20,445 +30%
WP
71
WealthSource Partners
California
$3.51M +$339K +8,492 +11%
PAS
72
Park Avenue Securities
New York
$3.36M +$682K +17,090 +25%
FHA
73
Flagship Harbor Advisors
Massachusetts
$3.32M +$2.78M +69,528 +506%
XF
74
XML Financial
Maryland
$3.22M +$107K +2,689 +3%
SPIA
75
Steward Partners Investment Advisory
New York
$3.22M +$192K +4,799 +6%