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SPDR Portfolio S&P 500 High Dividend ETF

204 hedge funds and large institutions have $281M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
32
Increased
69
Reduced
72
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
126
Independent Solutions Wealth Management
New York
$247K +$6.21K +223 +3%
FEG
127
Financial Enhancement Group
Indiana
$247K -$160K -5,724 -39%
CB
128
Cadence Bank
Mississippi
$246K
IAN
129
Integrated Advisors Network
Texas
$245K +$8.86K +318 +4%
ASN
130
Advisory Services Network
Georgia
$239K +$1.03K +37 +0.4%
AWMG
131
Alliance Wealth Management Group
New Jersey
$232K -$593K -21,330 -72%
IWA
132
Intercontinental Wealth Advisors
Texas
$230K
HWA
133
Hillcrest Wealth Advisors
New Jersey
$228K +$228K +8,200 New
ACM
134
AlphaStar Capital Management
North Carolina
$227K -$2.85K -100 -1%
APP
135
Avantax Planning Partners
Iowa
$218K -$2.08M -74,682 -91%
AWA
136
Acorn Wealth Advisors
Michigan
$216K +$216K +7,765 New
FC
137
Financial Consulate
Maryland
$210K -$75.3K -2,703 -26%
CAN
138
Cetera Advisor Networks
California
$210K -$58.6K -2,107 -22%
3AM
139
3D Asset Management
Connecticut
$208K +$208K +7,477 New
CCFM
140
Clear Creek Financial Management
Washington
$208K +$208K +7,477 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$207K -$207K
WA
142
Wambolt & Associates
Colorado
$207K +$207K +7,434 New
FIM
143
Frontier Investment Management
Texas
$205K -$619K -22,240 -75%
1IA
144
1834 Investment Advisors
Wisconsin
$205K -$99.7K -3,580 -33%
SA
145
Stewardship Advisors
Pennsylvania
$201K +$201K +7,207 New
JCM
146
Jacobi Capital Management
Pennsylvania
$196K +$11.8K +425 +6%
WP
147
WealthShield Partners
North Carolina
$172K -$29.5K -1,055 -15%
IA
148
IFP Advisors
Florida
$148K -$342K -12,287 -70%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$146K
PG
150
Proffitt & Goodson
Tennessee
$143K +$18K +650 +14%