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SPDR Portfolio S&P 500 High Dividend ETF

168 hedge funds and large institutions have $380M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+21
Holders Change %
+14.29%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
82
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
101
Wealth Management Associates
New Jersey
$322K +$46K +1,210 +17%
MSAM
102
Moloney Securities Asset Management
Missouri
$321K -$1.48K -39 -0.5%
IWA
103
Intercontinental Wealth Advisors
Texas
$312K +$312K +8,190 New
GCA
104
Greenwood Capital Associates
South Carolina
$310K +$310K +8,155 New
TP
105
Tranquility Partners
Tennessee
$308K +$308K +8,090 New
AWA
106
Arete Wealth Advisors
Illinois
$307K +$307K +8,082 New
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$306K +$55.2K +1,448 +22%
WS
108
Wedbush Securities
California
$287K +$55.1K +1,446 +24%
DA
109
Doliver Advisors
Texas
$269K +$12.9K +339 +5%
MWPCG
110
Measured Wealth Private Client Group
New Hampshire
$268K +$268K +7,043 New
SFSIG
111
San Francisco Sentry Investment Group
California
$266K -$7.62K -200 -3%
VIP
112
Vantage Investment Partners
Missouri
$266K +$761 +20 +0.3%
S
113
Surevest
California
$262K +$1.67K +44 +0.6%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$257K +$9.88K +260 +4%
AWA
115
Acorn Wealth Advisors
Michigan
$256K -$13.4K -365 -5%
Principal Financial Group
116
Principal Financial Group
Iowa
$216K +$216K +5,678 New
TCM
117
Towercrest Capital Management
Pennsylvania
$209K -$2.7K -71 -1%
APP
118
Avantax Planning Partners
Iowa
$209K
AWMG
119
Alliance Wealth Management Group
New Jersey
$206K -$6.09K -160 -3%
1IA
120
1834 Investment Advisors
Wisconsin
$198K -$53.9K -1,413 -21%
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$187K
JCM
122
Jacobi Capital Management
Pennsylvania
$150K +$64.3K +1,694 +75%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$146K
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$137K +3,591 +1,920%
VFA
125
Valeo Financial Advisors
Indiana
$141K +$86.9K +2,285 +161%