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SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
EGM
126
Engineers Gate Manager
New York
$1.29M +$406K +9,978 +46%
AWS
127
Atria Wealth Solutions
New York
$1.29M +$114K +2,793 +10%
AWMG
128
Alliance Wealth Management Group
New Jersey
$1.28M +$216K +5,310 +20%
MFIM
129
Mesirow Financial Investment Management
Illinois
$1.24M +$322K +7,917 +35%
SPIA
130
Steward Partners Investment Advisory
New York
$1.22M -$96.7K -2,376 -7%
1WM
131
1900 Wealth Management
Texas
$1.22M +$326 +8 +0%
CWMGP
132
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.22M -$96.9K -2,381 -7%
JWS
133
Juncture Wealth Strategies
Arizona
$1.21M -$10.5K -259 -0.9%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$1.19M -$2.24M -54,980 -65%
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$1.18M -$39.8K -977 -3%
LNC
136
Lincoln National Corp
Pennsylvania
$1.18M +$244 +6 +0%
AWM
137
Apollon Wealth Management
South Carolina
$1.16M +$140K +3,445 +14%
SWA
138
Sax Wealth Advisors
New Jersey
$1.16M +$6.19K +152 +0.5%
EWA
139
EP Wealth Advisors
California
$1.12M -$203K -4,990 -15%
IA
140
Insight Advisors
Pennsylvania
$1.11M +$20.7K +509 +2%
TSS
141
Two Sigma Securities
New York
$1.1M +$183K +4,490 +20%
EGA
142
Eagle Global Advisors
Texas
$1.1M -$37.7K -925 -3%
AAS
143
Avantax Advisory Services
Texas
$1.09M +$23.7K +581 +2%
SFC
144
Strategic Financial Concepts
Texas
$1.04M +$181K +4,452 +21%
State Farm Mutual Automobile Insurance
145
State Farm Mutual Automobile Insurance
Illinois
$1.02M
HI
146
Harbour Investments
Wisconsin
$1.01M +$10.4K +255 +1%
AWM
147
Austin Wealth Management
Texas
$1.01M +$124K +3,021 +14%
SI
148
Stephens Inc
Arkansas
$1M -$104K -2,548 -9%
MW
149
MBL Wealth
North Carolina
$997K
SWP
150
Stratos Wealth Partners
Ohio
$994K -$336K -8,245 -25%