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SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$1.36M +31,437 +188%
IA
102
IFG Advisory
Georgia
$2.03M +$22.5K +521 +1%
DBIA
103
Dumont & Blake Investment Advisors
New Jersey
$1.93M +$221K +5,114 +13%
RIA
104
Regal Investment Advisors
Michigan
$1.91M +$151K +3,484 +9%
ML
105
McAdam LLC
Pennsylvania
$1.9M +$116K +2,687 +7%
WAS
106
Wealth Advisory Solutions
Indiana
$1.87M +$61.2K +1,416 +3%
ACA
107
Aptus Capital Advisors
Alabama
$1.84M -$24.6K -568 -1%
KWA
108
Kingswood Wealth Advisors
California
$1.82M +$1.82M +42,171 New
WWM
109
Western Wealth Management
Colorado
$1.8M -$1.83M -42,431 -50%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$1.77M +$1.1M +25,475 +164%
GVAG
111
Great Valley Advisor Group
Delaware
$1.76M +$417K +9,633 +31%
PWM
112
Proathlete Wealth Management
Florida
$1.75M
TFA
113
Tobias Financial Advisors
Florida
$1.74M -$79.8K -1,845 -4%
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.74M -$24.9K -577 -1%
TCMP
115
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.66M +$618K +14,283 +59%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$1.66M +$60.1K +1,390 +4%
QWM
117
Quadcap Wealth Management
Texas
$1.64M -$53.5K -1,238 -3%
KCAM
118
Kagan Cocozza Asset Management
New Jersey
$1.6M +$1.6M +37,003 New
FFA
119
Farther Finance Advisors
California
$1.59M -$128K -2,952 -7%
SI
120
Stephens Inc
Arkansas
$1.58M +$29.6K +684 +2%
BL
121
Balentine LLC
Georgia
$1.57M -$540K -12,486 -26%
PWG
122
Private Wealth Group
Florida
$1.55M
FIM
123
Freedom Investment Management
Connecticut
$1.55M -$206K -4,756 -12%
KAS
124
Kestra Advisory Services
Texas
$1.53M +$149K +3,455 +11%
Comerica Bank
125
Comerica Bank
Texas
$1.52M +$607K +14,027 +66%