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SPDR Portfolio S&P 500 High Dividend ETF

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82M +$64.7K +1,703 +4%
CA
127
Continuum Advisory
Idaho
$1.78M +$189K +4,961 +12%
SPIA
128
Steward Partners Investment Advisory
New York
$1.75M -$517K -13,618 -23%
AWS
129
Atria Wealth Solutions
New York
$1.74M +$46.2K +1,217 +3%
RF
130
Rollins Financial
Georgia
$1.73M -$251K -6,612 -13%
WAS
131
Wealth Advisory Solutions
Indiana
$1.72M -$82.4K -2,168 -5%
SWP
132
Stratos Wealth Partners
Ohio
$1.67M -$464K -12,212 -22%
IF
133
Intrua Financial
Texas
$1.65M -$42.8K -1,181 -3%
VWA
134
V Wealth Advisors
Kansas
$1.62M +$1.2M +31,669 +287%
EFS
135
Econ Financial Services
Pennsylvania
$1.61M +$1.61M +42,470 New
TCM
136
Towercrest Capital Management
Pennsylvania
$1.59M -$74.7K -1,966 -4%
IA
137
IFG Advisory
Georgia
$1.55M +$129K +3,397 +9%
CAL
138
Capital Analysts LLC
Pennsylvania
$1.54M +$364K +9,585 +31%
AWM
139
AE Wealth Management
Kansas
$1.54M -$150K -3,946 -9%
GVAG
140
Great Valley Advisor Group
Delaware
$1.49M +$96.3K +2,534 +7%
FLA
141
Financial Life Advisors
Texas
$1.47M -$22.3K -587 -1%
HF
142
HRT Financial
New York
$1.46M +$1.46M +38,548 New
EE
143
EWG Elevate
California
$1.45M -$48.3K -1,271 -3%
BC
144
Brio Consultants
California
$1.43M -$36.4K -958 -2%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$1.4M -$4.82M -126,776 -78%
Prudential Financial
146
Prudential Financial
New Jersey
$1.37M -$239K -6,292 -15%
PWG
147
Private Wealth Group
Florida
$1.36M
SI
148
Stephens Inc
Arkansas
$1.35M +$76 +2 +0%
BB
149
Berkshire Bank
Massachusetts
$1.34M +$125K +3,296 +10%
Citigroup
150
Citigroup
New York
$1.34M +$7.75K +204 +0.6%