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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
76
Gateway Wealth Partners
Wisconsin
$2.88M -$187K -5,331 -6%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$2.86M -$684K -18,599 -19%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.82M -$62.5K -1,781 -2%
AO
79
Advisor OS
Illinois
$2.73M +$22.9K +653 +0.8%
IWN
80
Independent Wealth Network
Iowa
$2.71M +$41.1K +1,171 +2%
AssetMark Inc
81
AssetMark Inc
California
$2.7M -$44.5K -1,268 -2%
GSIS
82
Global Strategic Investment Solutions
Arizona
$2.65M +$18.3K +522 +0.7%
VVP
83
Venture Visionary Partners
Ohio
$2.64M +$35.5K +1,013 +1%
WP
84
WealthPLAN Partners
Nebraska
$2.58M -$7.65K -218 -0.3%
Creative Planning
85
Creative Planning
Kansas
$2.53M -$1.28M -36,526 -34%
Daiwa Securities Group
86
Daiwa Securities Group
Japan
$2.5M -$175K -5,000 -7%
WPC
87
White Pine Capital
Minnesota
$2.47M -$43.2K -1,232 -2%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.41M +$277K +7,896 +13%
BIM
89
Bridgecreek Investment Management
Oklahoma
$2.4M -$35.1K -1,000 -1%
AMR
90
Asset Management Resources
Massachusetts
$2.38M +$2.38M +67,918 New
FIM
91
Freedom Investment Management
Connecticut
$2.36M -$322K -9,175 -12%
Lido Advisors
92
Lido Advisors
California
$2.34M -$620K -17,674 -21%
WANY
93
Wealthspire Advisors (New York)
New York
$2.34M +$3.16K +90 +0.1%
GWM
94
Geneos Wealth Management
Colorado
$2.34M -$121K -3,456 -5%
IF
95
Intrua Financial
Texas
$2.33M +$61.8K +1,762 +3%
EH
96
Equitable Holdings
New York
$2.23M -$44.9K -1,280 -2%
FA
97
Faithward Advisors
Pennsylvania
$2.22M +$27.2K +797 +1%
BW
98
Bison Wealth
Georgia
$2.2M -$5.51K -157 -0.2%
HF
99
HRT Financial
New York
$2.18M +$1.45M +41,411 +201%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$2.13M -$557K -15,877 -21%