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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 %
DWM
126
Doyle Wealth Management
Florida
$138K +$138K +3,619 New
PCP
127
Proficio Capital Partners
Massachusetts
$126K +$31.3K +825 +33%
CHC
128
City Holding Co
West Virginia
$117K +$47.6K +1,250 +68%
WP
129
WealthShield Partners
North Carolina
$105K -$177K -4,632 -63%
BC
130
Barnett & Company
Tennessee
$102K +$29.9K +785 +42%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$88K +$646 +17 +0.7%
GRP
132
Global Retirement Partners
California
$62K +$42.1K +1,099 +212%
William Blair & Company
133
William Blair & Company
Illinois
$61K
FWM
134
Focused Wealth Management
New York
$55K +$606 +16 +1%
TCOV
135
Trust Company of Vermont
Vermont
$47K +$3.21K +85 +7%
RIA
136
Realta Investment Advisors
Delaware
$44K +$23.9K +633 +119%
PCIA
137
Prime Capital Investment Advisors
Kansas
$43K +$5.39K +142 +14%
FCA
138
FinTrust Capital Advisors
South Carolina
$41K +$15.1K +405 +58%
LFG
139
LifePlan Financial Group
Ohio
$38K
AWM
140
Arbor Wealth Management
Florida
$31K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$26K +$9.79K +253 +60%
RWA
142
Redhawk Wealth Advisors
Minnesota
$26K +$26K +675 New
MA
143
MCF Advisors
Kentucky
$25K +$25K +654 New
CFG
144
Citizens Financial Group
Rhode Island
$25K +$25K +657 New
Citigroup
145
Citigroup
New York
$22K +$155 +4 +0.7%
TFS
146
TrustCore Financial Services
Tennessee
$16K
CFN
147
Cordasco Financial Network
Florida
$14K
MAU
148
MRA Associates USA
Arizona
$13.4K +$13.4K +351 New
TRCT
149
Tower Research Capital (TRC)
New York
$11K -$123K -3,321 -92%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$11K