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SPDR Portfolio S&P 500 High Dividend ETF

286 hedge funds and large institutions have $1.51B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+19
Holders Change %
+7.12%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
126
NFP Retirement Inc
California
$596K -$7.26K -181 -1%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$579K +$84.7K +2,112 +17%
MCCP
128
Mission Creek Capital Partners
California
$562K +$882 +22 +0.2%
SMA
129
Sage Mountain Advisors
Georgia
$556K +$480K +11,967 +630%
SFM
130
Signet Financial Management
New Jersey
$553K +$13.6K +340 +3%
AF
131
Allworth Financial
California
$546K -$9.59K -239 -2%
IHWM
132
Iron Horse Wealth Management
Iowa
$537K -$21K -524 -4%
TSS
133
Two Sigma Securities
New York
$524K +$524K +13,079 New
M&T Bank
134
M&T Bank
New York
$510K -$108K -2,694 -17%
LFAS
135
Level Four Advisory Services
Texas
$492K -$184K -4,595 -27%
WA
136
WESPAC Advisors
California
$491K -$2.15M -53,560 -81%
FCA
137
FinTrust Capital Advisors
South Carolina
$491K -$152K -3,778 -24%
EGWAG
138
Elwood & Goetz Wealth Advisory Group
Georgia
$464K
VWA
139
V Wealth Advisors
Kansas
$461K
PWAC
140
Private Wealth Advisors (California)
California
$459K +$6.38K +159 +1%
EWM
141
Evercore Wealth Management
New York
$454K
SAS
142
Sage Advisory Services
Texas
$452K -$563K -14,026 -55%
AAS
143
Avantax Advisory Services
Texas
$452K +$135K +3,380 +43%
SFG
144
StrategIQ Financial Group
Indiana
$445K -$20K -500 -4%
APA
145
American Portfolios Advisors
New York
$425K +$40 +1 +0%
CAGAS
146
Capital Advisory Group Advisory Services
Minnesota
$422K +$381K +9,487 +921%
FA
147
FDx Advisors
Illinois
$413K -$86.4K -2,153 -17%
EGA
148
Eagle Global Advisors
Texas
$407K +$407K +10,153 New
FI
149
Financial Insights
Washington
$401K +$401K +1,000 New
WAAG
150
Wealth Alliance Advisory Group
Kansas
$394K