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SPDR Portfolio S&P 500 High Dividend ETF

418 hedge funds and large institutions have $2.79B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.21%
New
73
Increased
120
Reduced
165
Closed
38
Calls
$2.09M
Puts
$1.22M
Net Calls
+$862K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
51
RDA Financial Network
Iowa
$4.09M -$29.5K -753 -0.7%
MML Investors Services
52
MML Investors Services
Massachusetts
$3.99M -$1.12M -28,477 -22%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.94M +$339K +8,655 +9%
PFS
54
Prospera Financial Services
Texas
$3.93M +$2.31M +58,885 +142%
VVP
55
Venture Visionary Partners
Ohio
$3.67M +$726K +18,516 +25%
NA
56
NewEdge Advisors
Louisiana
$3.66M -$12.3K -314 -0.3%
CA
57
Calton & Associates
Florida
$3.66M +$3.66M +93,444 New
WS
58
Wedbush Securities
California
$3.56M -$339K -8,658 -9%
JFG
59
Jefferies Financial Group
New York
$3.38M -$971K -24,779 -22%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$3.32M +$254K +6,436 +8%
Mariner
61
Mariner
Kansas
$3.31M -$943K -24,068 -22%
CA
62
CGN Advisors
Kansas
$3.29M -$202K -5,143 -6%
WP
63
WealthSource Partners
California
$3.26M -$12.2K -311 -0.4%
WWM
64
Western Wealth Management
Colorado
$3.24M +$8.54K +218 +0.3%
SPW
65
Sonoma Private Wealth
California
$3.2M -$98.4K -2,512 -3%
AO
66
Advisor OS
Illinois
$3.16M +$103K +2,616 +3%
HWA
67
Heartwood Wealth Advisors
Virginia
$3.14M -$23.4M -597,523 -88%
SW
68
SteelPeak Wealth
California
$3.1M +$3.1M +79,177 New
IWN
69
Independent Wealth Network
Iowa
$3.1M +$70.3K +1,794 +2%
CAN
70
Cetera Advisor Networks
California
$3.09M -$477K -12,184 -13%
FPB
71
First PREMIER Bank
South Dakota
$3.09M -$458K -11,677 -13%
AMR
72
Asset Management Resources
Massachusetts
$3.09M +$423K +10,804 +16%
AssetMark Inc
73
AssetMark Inc
California
$3.05M +$35.1K +895 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$3.04M -$536K -13,677 -15%
GSIS
75
Global Strategic Investment Solutions
Arizona
$2.97M +$7.29K +186 +0.2%