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SPDR Portfolio S&P 500 High Dividend ETF

284 hedge funds and large institutions have $1.56B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
31
Increased
138
Reduced
61
Closed
28
Calls
$3.84M
Puts
$789K
Net Calls
+$3.05M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$1.46M +$245K +6,275 +20%
TCM
77
Towercrest Capital Management
Pennsylvania
$1.46M +$14.6K +373 +1%
PWG
78
Private Wealth Group
Florida
$1.44M +$169K +4,314 +13%
NA
79
NewEdge Advisors
Louisiana
$1.37M -$60K -1,533 -4%
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$1.36M +$950K +24,277 +231%
SI
81
Stephens Inc
Arkansas
$1.3M +$78.3K +2,002 +6%
Stifel Financial
82
Stifel Financial
Missouri
$1.25M +$224K +5,725 +22%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.2M -$483K -12,339 -29%
IA
84
IFG Advisory
Georgia
$1.16M +$18.5K +473 +2%
SPIA
85
Steward Partners Investment Advisory
New York
$1.13M +$425K +10,857 +60%
WS
86
Wedbush Securities
California
$1.11M +$39.8K +1,018 +4%
SAS
87
Sage Advisory Services
Texas
$1.06M +$619K +15,818 +140%
IA
88
Insight Advisors
Pennsylvania
$1.05M +$88.4K +2,161 +9%
WA
89
WESPAC Advisors
California
$1.03M +$546K +13,956 +114%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1.02M -$212K -5,413 -17%
TCPWM
91
Traverso Chambers Private Wealth Management
California
$980K +$626 +16 +0.1%
State Farm Mutual Automobile Insurance
92
State Farm Mutual Automobile Insurance
Illinois
$978K
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$932K +$932K +23,823 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$904K +$340K +8,695 +60%
MA
95
Mutual Advisors
Nebraska
$889K -$14.9K -380 -2%
HAS
96
HBW Advisory Services
California
$886K +$39.4K +1,008 +5%
CWM
97
Cornerstone Wealth Management
Missouri
$865K -$1.05M -26,780 -55%
EGA
98
Eagle Global Advisors
Texas
$864K +$467K +11,925 +117%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$834K +$39 +1 +0%
SFS
100
Sowell Financial Services
Arkansas
$827K +$827K +21,132 New