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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 %
S
126
Surevest
California
$273K +$10.8K +285 +4%
GTAM
127
Global Trust Asset Management
Florida
$273K +$273K +7,200 New
AWA
128
Acorn Wealth Advisors
Michigan
$266K -$4.39K -113 -2%
CWP
129
Capital Wealth Planning
Florida
$266K +$266K +6,902 New
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$257K
SFSIG
131
San Francisco Sentry Investment Group
California
$255K -$10.6K -280 -4%
1IA
132
1834 Investment Advisors
Wisconsin
$253K +$55.1K +1,445 +28%
SWP
133
Stratos Wealth Partners
Ohio
$253K +$253K +6,668 New
MSAM
134
Moloney Securities Asset Management
Missouri
$252K -$68.3K -1,799 -21%
GRP
135
Global Retirement Partners
California
$230K +$168K +4,432 +274%
WCM
136
WealthBridge Capital Management
Ohio
$229K +$229K +6,039 New
OIA
137
OneDigital Investment Advisors
Kansas
$225K +$225K +5,920 New
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$80.6K +2,124 +56%
NEIRG
139
New England Investment & Retirement Group
Massachusetts
$224K +$224K +5,901 New
Principal Financial Group
140
Principal Financial Group
Iowa
$221K +$5.61K +148 +3%
TCM
141
Towercrest Capital Management
Pennsylvania
$221K +$12.5K +329 +6%
AWMG
142
Alliance Wealth Management Group
New Jersey
$218K +$12.5K +330 +6%
APP
143
Avantax Planning Partners
Iowa
$204K -$2.99K -79 -1%
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
$188K +$1.9K +50 +1%
VFA
145
Valeo Financial Advisors
Indiana
$152K +$10.9K +287 +8%
JCM
146
Jacobi Capital Management
Pennsylvania
$150K
RCA
147
Ranch Capital Advisors
Florida
$147K +$147K +3,868 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$146K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$128K +$39.6K +1,037 +45%
CHC
150
City Holding Co
West Virginia
$116K -$951 -25 -0.8%