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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 %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$2.43M +$1.07M +28,790 +78%
IF
102
Intrua Financial
Texas
$2.4M +$717K +19,337 +43%
EH
103
Equitable Holdings
New York
$2.4M -$3.48M -93,783 -59%
BW
104
Bison Wealth
Georgia
$2.34M -$29K -782 -1%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$2.25M +$1.15M +30,947 +104%
BRWA
106
B. Riley Wealth Advisors
Florida
$2.22M -$118K -3,189 -5%
1WM
107
1900 Wealth Management
Texas
$2.17M -$2.22M -59,986 -51%
AWS
108
Atria Wealth Solutions
New York
$2.09M +$386K +10,403 +23%
TFA
109
Tobias Financial Advisors
Florida
$2.08M -$290K -7,811 -12%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$2.08M -$1.19M -32,000 -36%
SOS
111
Silver Oak Securities
Tennessee
$2.03M +$2.03M +54,740 New
EFS
112
Econ Financial Services
Pennsylvania
$1.9M +$329K +8,860 +21%
APA
113
Astoria Portfolio Advisors
New York
$1.9M -$609K -15,898 -24%
BIA
114
Barry Investment Advisors
Massachusetts
$1.83M +$1.83M +49,446 New
SWP
115
Stratos Wealth Partners
Ohio
$1.77M +$136K +3,663 +8%
TCM
116
Towercrest Capital Management
Pennsylvania
$1.74M +$181K +4,876 +12%
ACA
117
Aptus Capital Advisors
Alabama
$1.72M -$142K -3,832 -8%
V
118
Veritable
Delaware
$1.72M -$92K -2,482 -5%
Prudential Financial
119
Prudential Financial
New Jersey
$1.7M +$366K +9,878 +27%
WAS
120
Wealth Advisory Solutions
Indiana
$1.67M -$6.12K -165 -0.4%
KAS
121
Kestra Advisory Services
Texas
$1.65M -$279K -7,519 -14%
Citigroup
122
Citigroup
New York
$1.65M +$343K +9,242 +26%
VWA
123
V Wealth Advisors
Kansas
$1.64M +$61K +1,645 +4%
GWANC
124
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.63M -$154K -4,147 -9%
CAL
125
Capital Analysts LLC
Pennsylvania
$1.61M +$101K +2,731 +7%