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SPDR Portfolio S&P 500 High Dividend ETF

147 hedge funds and large institutions have $302M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
66
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
76
Moloney Securities Asset Management
Missouri
$321K +$321K +8,479 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$317K +$73.7K +1,946 +30%
Wells Fargo
78
Wells Fargo
California
$315K +$315K +8,318 New
GLA
79
Great Lakes Advisors
Illinois
$313K -$1.25K -33 -0.4%
FIA
80
Foundations Investment Advisors
Arizona
$292K +$292K +7,727 New
AWA
81
Acorn Wealth Advisors
Michigan
$284K +$2.91K +75 +1%
FEG
82
Financial Enhancement Group
Indiana
$284K +$83.8K +2,216 +42%
WP
83
WealthShield Partners
North Carolina
$279K +$68.2K +1,804 +32%
SVWA
84
Sound View Wealth Advisors
Georgia
$278K +$278K +7,336 New
WMA
85
Wealth Management Associates
New Jersey
$274K +$11.4K +300 +4%
SFSIG
86
San Francisco Sentry Investment Group
California
$272K +$16.3K +430 +6%
VIP
87
Vantage Investment Partners
Missouri
$264K +$114 +3 +0%
S
88
Surevest
California
$259K -$38.5K -1,018 -13%
DA
89
Doliver Advisors
Texas
$255K +$255K +6,734 New
1IA
90
1834 Investment Advisors
Wisconsin
$250K +$35.2K +929 +16%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$249K -$384K -10,160 -61%
BC
92
Brio Consultants
California
$247K -$174K -4,595 -41%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$246K +$125K +3,310 +104%
OIA
94
OneDigital Investment Advisors
Kansas
$246K +$246K +6,320 New
PTC
95
Private Trust Company
Ohio
$241K
SPC
96
Sigma Planning Corp
Michigan
$233K +$7.38K +195 +3%
WS
97
Wedbush Securities
California
$231K +$231K +6,092 New
PA
98
PFG Advisors
Arizona
$222K +$222K +5,753 New
MWM
99
Meridian Wealth Management
Kentucky
$220K +$220K +5,815 New
DIA
100
Dana Investment Advisors
Wisconsin
$212K +$212K +5,600 New