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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
126
Bank Julius Baer & Co
Switzerland
$1.31M +$177K +5,056 +16%
GVAG
127
Great Valley Advisor Group
Delaware
$1.27M -$62.7K -1,788 -5%
PWG
128
Private Wealth Group
Florida
$1.26M
BB
129
Berkshire Bank
Massachusetts
$1.25M +$10.8K +308 +0.9%
SPIA
130
Steward Partners Investment Advisory
New York
$1.22M -$68.7K -1,960 -5%
JWCA
131
J.W. Cole Advisors
Florida
$1.19M -$1.2M -34,170 -50%
AAS
132
Avantax Advisory Services
Texas
$1.15M +$118K +3,369 +11%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$1.12M -$18.3K -522 -2%
CAL
134
Capital Analysts LLC
Pennsylvania
$1.1M -$425K -12,119 -28%
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$1.07M +$1.07M +30,439 New
ML
136
McAdam LLC
Pennsylvania
$1.04M +$125K +3,556 +14%
MWM
137
Meridian Wealth Management
Kentucky
$1M +$58.1K +1,658 +6%
LNC
138
Lincoln National Corp
Pennsylvania
$983K -$171K -4,880 -15%
SWA
139
Sax Wealth Advisors
New Jersey
$982K +$6.63K +189 +0.7%
HNWAG
140
High Net Worth Advisory Group
Florida
$982K +$2.17K +62 +0.2%
EGA
141
Eagle Global Advisors
Texas
$977K -$182K -5,180 -16%
SI
142
Stephens Inc
Arkansas
$977K -$7.79K -222 -0.8%
APA
143
Astoria Portfolio Advisors
New York
$954K -$721K -21,388 -43%
DADC
144
D.A. Davidson & Co
Montana
$939K +$146K +4,165 +18%
KWM
145
Kingsview Wealth Management
Oregon
$938K -$1.69M -48,093 -64%
FHA
146
Flagship Harbor Advisors
Massachusetts
$917K -$1.58M -44,958 -63%
IA
147
Insight Advisors
Pennsylvania
$896K +$6.59K +188 +0.7%
EWA
148
EP Wealth Advisors
California
$894K +$598K +17,052 +202%
SWM
149
Spire Wealth Management
Virginia
$893K -$14.1K -402 -2%
CW
150
CIC Wealth
Maryland
$883K +$278K +7,923 +46%