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SPDR Portfolio S&P 500 High Dividend ETF

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
101
Cetera Advisor Networks
California
$495K +$12.7K +336 +3%
ACA
102
Ackerman Capital Advisors
Texas
$472K +$5.54K +146 +1%
CA
103
Continuum Advisory
Idaho
$460K +$128K +3,425 +39%
NA
104
NewEdge Advisors
Louisiana
$423K +$423K +11,145 New
HFS
105
Howard Financial Services
Texas
$421K
WS
106
Wedbush Securities
California
$416K +$129K +3,405 +45%
PWAC
107
Private Wealth Advisors (California)
California
$411K +$411K +10,815 New
VIP
108
Vantage Investment Partners
Missouri
$405K +$140K +3,684 +53%
FC
109
Financial Consulate
Maryland
$404K -$11.4K -300 -3%
BWM
110
BerganKDV Wealth Management
Minnesota
$404K +$404K +10,644 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$395K +$8.2K +216 +2%
FEG
112
Financial Enhancement Group
Indiana
$392K +$67.1K +1,768 +21%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$388K +$82.6K +2,174 +27%
PA
114
PFG Advisors
Arizona
$370K +$15.6K +427 +4%
WI
115
WrapManager Inc
California
$342K +$342K +8,998 New
IWA
116
Intercontinental Wealth Advisors
Texas
$341K +$30.3K +800 +10%
MML Investors Services
117
MML Investors Services
Massachusetts
$336K -$34.6K -911 -9%
CB
118
Cadence Bank
Mississippi
$335K
NAS
119
Nicolet Advisory Services
Wisconsin
$324K -$40.8K -1,076 -11%
WMA
120
Wealth Management Associates
New Jersey
$318K -$3.8K -100 -1%
GLA
121
Great Lakes Advisors
Illinois
$317K -$9.11K -240 -3%
WP
122
WealthShield Partners
North Carolina
$308K +$203K +5,344 +194%
TP
123
Tranquility Partners
Tennessee
$307K
JWM
124
Jackson Wealth Management
Florida
$300K +$300K +8,174 New
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$273K -$938K -25,119 -77%