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SPDR Portfolio S&P 500 High Dividend ETF

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$6.3M +$2.13M +53,893 +51%
AIA
52
Angeles Investment Advisors
California
$6.13M -$851K -21,500 -12%
SAI
53
Systematic Alpha Investments
New Jersey
$5.84M
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$5.71M -$4.21M -106,280 -42%
PCM
55
Piedmont Capital Management
Montana
$5.5M +$291K +7,364 +6%
GB
56
Gunma Bank
Japan
$5.34M +$792K +20,000 +17%
EH
57
Equitable Holdings
New York
$5.29M -$2.67M -67,547 -34%
Creative Planning
58
Creative Planning
Kansas
$5.27M +$2.35M +59,418 +81%
JWCA
59
J.W. Cole Advisors
Florida
$5.27M +$226K +5,712 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.26M -$15.7M -396,336 -75%
GCA
61
Genesee Capital Advisors
New York
$5.18M +$46.2K +1,166 +0.9%
CRC
62
Curi RMB Capital
Illinois
$5.06M
Stifel Financial
63
Stifel Financial
Missouri
$4.78M -$3.1M -78,442 -39%
EFG
64
Erickson Financial Group
Pennsylvania
$4.78M +$2.45M +61,978 +106%
1WM
65
1900 Wealth Management
Texas
$4.49M +$183K +4,626 +4%
RFN
66
RDA Financial Network
Iowa
$4.45M -$30.5K -770 -0.7%
CBC
67
Coombe, Bender & Co
New York
$4.29M -$135K -3,417 -3%
FPB
68
First PREMIER Bank
South Dakota
$4.13M +$1.19M +30,140 +41%
CWMGP
69
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.13M -$154K -3,900 -4%
Wealthfront Advisers
70
Wealthfront Advisers
California
$4.12M +$1.86M +46,949 +82%
CPFP
71
Clear Perspectives Financial Planning
Ohio
$3.95M -$89.1K -2,250 -2%
LWP
72
Laurel Wealth Planning
Minnesota
$3.84M -$759K -19,166 -16%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$3.81M +$205K +5,145 +6%
FA
74
FDx Advisors
Illinois
$3.78M -$1.19M -30,072 -24%
GWP
75
Gateway Wealth Partners
Wisconsin
$3.7M +$3.7M +93,592 New