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SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
51
Systematic Alpha Investments
New Jersey
$5.24M
NA
52
NewEdge Advisors
Louisiana
$5.18M +$47.3K +1,334 +0.9%
PCM
53
Piedmont Capital Management
Montana
$4.69M +$4.69M +131,495 New
GCA
54
Genesee Capital Advisors
New York
$4.6M +$35 +1 +0%
AF
55
Allworth Financial
California
$4.57M +$2.78M +78,472 +156%
CRC
56
Curi RMB Capital
Illinois
$4.53M
JWCA
57
J.W. Cole Advisors
Florida
$4.52M +$1.1M +31,061 +32%
FA
58
FDx Advisors
Illinois
$4.46M -$221K -6,226 -5%
BTWM
59
Baker Tilly Wealth Management
Wisconsin
$4.21M +$4.21M +118,755 New
LWP
60
Laurel Wealth Planning
Minnesota
$4.12M -$199K -5,618 -5%
GB
61
Gunma Bank
Japan
$4.08M
RFN
62
RDA Financial Network
Iowa
$4.02M -$30.7K -865 -0.8%
CBC
63
Coombe, Bender & Co
New York
$3.96M +$61.1K +1,723 +2%
1WM
64
1900 Wealth Management
Texas
$3.86M +$380K +10,701 +11%
CWMGP
65
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.84M +$46.9K +1,323 +1%
Truist Financial
66
Truist Financial
North Carolina
$3.74M +$1.69M +47,642 +83%
CPFP
67
Clear Perspectives Financial Planning
Ohio
$3.62M +$401K +11,294 +12%
EIA
68
Eldridge Investment Advisors
New Hampshire
$3.52M -$96.7K -2,727 -3%
TC
69
TownSquare Capital
Utah
$3.39M +$3.16M +89,226 +1,422%
WP
70
WealthSource Partners
California
$3.21M +$91.7K +2,586 +3%
XF
71
XML Financial
Maryland
$3.16M +$298K +8,399 +10%
FA
72
Faithward Advisors
Pennsylvania
$3.09M -$147K -4,138 -5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.07M +$731K +20,618 +31%
WIM
74
WealthPlan Investment Management
Nebraska
$2.96M +$2.96M +73,425 New
Lido Advisors
75
Lido Advisors
California
$2.96M -$181K -5,103 -6%