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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 %
CA
76
CGN Advisors
Kansas
$3.12M -$156K -4,216 -5%
WP
77
WealthSource Partners
California
$3.09M -$98.7K -2,662 -3%
CWMGP
78
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.06M -$283K -7,624 -8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$3.05M +$60.6K +1,634 +2%
WWM
80
Western Wealth Management
Colorado
$3.04M -$11.2M -300,965 -79%
AssetMark Inc
81
AssetMark Inc
California
$2.9M -$379K -10,210 -12%
AO
82
Advisor OS
Illinois
$2.87M -$233K -6,295 -8%
GS
83
GTS Securities
New York
$2.86M +$2.86M +77,154 New
USCWA
84
U.S. Capital Wealth Advisors
Texas
$2.84M +$316K +8,528 +13%
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$2.84M
FIM
86
Freedom Investment Management
Connecticut
$2.83M -$369K -9,955 -12%
IWN
87
Independent Wealth Network
Iowa
$2.83M +$158K +4,273 +6%
PCM
88
Parsons Capital Management
Rhode Island
$2.79M -$29.1K -785 -1%
GSIS
89
Global Strategic Investment Solutions
Arizona
$2.78M
KWM
90
Kingsview Wealth Management
Oregon
$2.77M -$131K -3,527 -5%
VVP
91
Venture Visionary Partners
Ohio
$2.75M +$2.75M +74,206 New
WP
92
WealthPLAN Partners
Nebraska
$2.74M +$44.7K +1,205 +2%
Citadel Advisors
93
Citadel Advisors
Florida
$2.67M +$2.4M +64,759 +902%
WPC
94
White Pine Capital
Minnesota
$2.66M -$2.63K -71 -0.1%
FHA
95
Flagship Harbor Advisors
Massachusetts
$2.64M +$1.68M +45,346 +176%
GWM
96
Geneos Wealth Management
Colorado
$2.6M +$581K +15,657 +29%
BIM
97
Bridgecreek Investment Management
Oklahoma
$2.58M
JWCA
98
J.W. Cole Advisors
Florida
$2.53M -$10.1K -272 -0.4%
WANY
99
Wealthspire Advisors (New York)
New York
$2.47M
FA
100
Faithward Advisors
Pennsylvania
$2.45M -$190K -4,996 -7%