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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
126
Merit Financial Group
Georgia
$1.59M -$398K -10,722 -20%
PFS
127
Prospera Financial Services
Texas
$1.55M -$429K -11,560 -22%
IA
128
IFG Advisory
Georgia
$1.54M +$32.5K +876 +2%
EE
129
EWG Elevate
California
$1.5M +$86.9K +2,344 +6%
PWS
130
Peterson Wealth Services
Utah
$1.49M -$501K -13,503 -25%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$1.42M +$1.42M +38,191 New
GVAG
132
Great Valley Advisor Group
Delaware
$1.4M -$49K -1,322 -3%
SPIA
133
Steward Partners Investment Advisory
New York
$1.36M -$338K -9,124 -20%
PWG
134
Private Wealth Group
Florida
$1.33M
AIM
135
Aspen Investment Management
Michigan
$1.33M -$826K -22,270 -38%
LWP
136
Laurel Wealth Planning
Minnesota
$1.32M -$1.17M -31,488 -47%
BB
137
Berkshire Bank
Massachusetts
$1.31M -$742 -20 -0.1%
OP
138
ORG Partners
Indiana
$1.29M +$133K +3,549 +12%
CW
139
CreativeOne Wealth
Kansas
$1.27M -$1.14M -30,797 -47%
EGA
140
Eagle Global Advisors
Texas
$1.22M -$3.89K -105 -0.3%
LNC
141
Lincoln National Corp
Pennsylvania
$1.22M +$25K +675 +2%
KBFS
142
Kohmann Bosshard Financial Services
Ohio
$1.2M -$83.1K -2,242 -6%
AWM
143
AE Wealth Management
Kansas
$1.2M -$303K -8,172 -20%
Bank Julius Baer & Co
144
Bank Julius Baer & Co
Switzerland
$1.2M -$22.4K -604 -2%
AAS
145
Avantax Advisory Services
Texas
$1.09M +$44.2K +1,193 +4%
OIA
146
OneDigital Investment Advisors
Kansas
$1.06M +$105K +2,843 +11%
CA
147
Continuum Advisory
Idaho
$1.04M -$696K -18,781 -40%
SI
148
Stephens Inc
Arkansas
$1.04M -$277K -7,467 -21%
HNWAG
149
High Net Worth Advisory Group
Florida
$1.04M +$115K +3,114 +13%
SWA
150
Sax Wealth Advisors
New Jersey
$1.03M -$268K -7,229 -21%