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SPDR Portfolio S&P 500 High Dividend ETF

203 hedge funds and large institutions have $266M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
70
Reduced
71
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$224K -$129K -4,706 -37%
WAS
127
Wealth Advisory Solutions
Indiana
$221K +$221K +8,086 New
EAM
128
Evanson Asset Management
California
$219K +$219K +8,000 New
IWA
129
Intercontinental Wealth Advisors
Texas
$218K -$8.23K -300 -4%
APW
130
Aurora Private Wealth
New Jersey
$216K -$5.24M -191,306 -96%
AWA
131
Acorn Wealth Advisors
Michigan
$212K -$356 -13 -0.2%
CA
132
Cetera Advisors
Colorado
$209K +$209K +7,630 New
MGIA
133
Moneta Group Investment Advisors
Missouri
$208K -$61.6K -2,247 -23%
SA
134
Stewardship Advisors
Pennsylvania
$208K
FC
135
Financial Consulate
Maryland
$204K -$2.19K -80 -1%
IF
136
Intrua Financial
Texas
$202K +$202K +6,465 New
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$197K -$1.72M -62,896 -90%
JCM
138
Jacobi Capital Management
Pennsylvania
$196K +$2.88K +105 +1%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$146K
1IA
140
1834 Investment Advisors
Wisconsin
$138K -$63.7K -2,324 -32%
NFSG
141
Newbridge Financial Services Group
Florida
$137K +$137K +5,000 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$134K
WP
143
WealthShield Partners
North Carolina
$131K -$38.2K -1,391 -23%
GRP
144
Global Retirement Partners
California
$127K -$3.47K -126 -3%
FHA
145
First Horizon Advisors
Tennessee
$110K
GI
146
Gradient Investments
Minnesota
$97K -$330 -12 -0.3%
LFASL
147
Lugano Financial Advisors SA (LFA)
Switzerland
$95K
MRCM
148
M&R Capital Management
New Jersey
$95K +$13.3K +490 +16%
CHC
149
City Holding Co
West Virginia
$79K -$981 -36 -1%
Deutsche Bank
150
Deutsche Bank
Germany
$72K