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SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$5.13M -$1.89M -43,723 -27%
HWA
52
Heartwood Wealth Advisors
Virginia
$4.89M -$3.63K -84 -0.1%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$4.81M +$2.21M +51,300 +85%
CA
54
Calton & Associates
Florida
$4.81M +$2.03M +46,844 +73%
VVP
55
Venture Visionary Partners
Ohio
$4.68M +$5.1K +118 +0.1%
NA
56
NewEdge Advisors
Louisiana
$4.11M +$424K +9,803 +11%
PAG
57
Private Advisor Group
New Jersey
$4.11M -$415K -9,587 -9%
CA
58
CGN Advisors
Kansas
$4.04M -$149K -3,455 -4%
Corient Private Wealth
59
Corient Private Wealth
Florida
$3.95M -$564K -13,052 -13%
AWM
60
AE Wealth Management
Kansas
$3.92M +$385K +8,906 +11%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.87M -$25.3K -585 -0.6%
MFIM
62
Mesirow Financial Investment Management
Illinois
$3.75M +$206K +4,764 +6%
Renaissance Technologies
63
Renaissance Technologies
New York
$3.62M +$1.5M +34,700 +71%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$3.61M +$3.61M +83,570 New
IWN
65
Independent Wealth Network
Iowa
$3.59M +$130K +2,998 +4%
NAM
66
NorthCrest Asset Manangement
Minnesota
$3.48M -$8.61K -199 -0.2%
FPB
67
First PREMIER Bank
South Dakota
$3.44M +$109K +2,521 +3%
AO
68
Advisor OS
Illinois
$3.41M -$21.5K -498 -0.6%
GSIS
69
Global Strategic Investment Solutions
Arizona
$3.34M +$24.7K +572 +0.7%
TYCC
70
Texas Yale Capital Corp
Florida
$3.3M +$1.43M +33,131 +77%
EWA
71
EP Wealth Advisors
California
$3.29M +$1.74M +40,289 +112%
IWB
72
Innovative Wealth Building
Maryland
$3.29M +$3.29M +75,976 New
FF
73
Farrow Financial
Vermont
$3.24M -$37K -859 -1%
SW
74
SteelPeak Wealth
California
$3.23M +$3.23M +74,744 New
EF
75
Elite Financial
Idaho
$3.2M +$3.2M +74,081 New