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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$4.79M +$656K +17,688 +16%
CRC
52
Curi RMB Capital
Illinois
$4.74M
CGA
53
Crescent Grove Advisors
Illinois
$4.73M +$2.37M +63,973 +101%
XF
54
XML Financial
Maryland
$4.13M +$321K +8,654 +8%
Creative Planning
55
Creative Planning
Kansas
$4.03M -$856K -23,073 -17%
RFN
56
RDA Financial Network
Iowa
$3.95M -$41.7K -1,125 -1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.89M -$332K -8,957 -8%
Mariner
58
Mariner
Kansas
$3.83M -$209K -5,638 -5%
FPB
59
First PREMIER Bank
South Dakota
$3.79M -$104K -2,812 -3%
WS
60
Wedbush Securities
California
$3.66M +$756K +20,401 +26%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3.6M -$191K -5,116 -5%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$3.53M -$1.45M -38,980 -29%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$3.51M +$2.58M +69,625 +279%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.5M +$231K +6,240 +7%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$3.48M +$474K +12,788 +16%
CA
66
Calton & Associates
Florida
$3.4M -$65.9K -1,777 -2%
NA
67
NewEdge Advisors
Louisiana
$3.4M +$558K +15,055 +20%
CAN
68
Cetera Advisor Networks
California
$3.38M +$34.8K +938 +1%
FA
69
FDx Advisors
Illinois
$3.37M -$177K -4,763 -5%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.28M +$47K +1,273 +1%
GWP
71
Gateway Wealth Partners
Wisconsin
$3.24M -$162K -4,380 -5%
SPW
72
Sonoma Private Wealth
California
$3.23M -$133K -3,591 -4%
Jane Street
73
Jane Street
New York
$3.23M +$3.23M +87,019 New
CBC
74
Coombe, Bender & Co
New York
$3.14M +$178K +4,812 +6%
Lido Advisors
75
Lido Advisors
California
$3.13M -$375K -10,101 -11%