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SPDR Portfolio S&P 500 High Dividend ETF

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$65K +$65K +1,700 New
CFG
152
Citizens Financial Group
Rhode Island
$63K +$38.1K +1,002 +153%
William Blair & Company
153
William Blair & Company
Illinois
$61K
FGAM
154
Financial Gravity Asset Management
Texas
$55K +$55K +1,460 New
S
155
SignatureFD
Georgia
$53K +$53K +1,399 New
BC
156
Barnett & Company
Tennessee
$51K -$50.8K -1,335 -50%
PCIA
157
Prime Capital Investment Advisors
Kansas
$50K +$6.86K +180 +16%
TCOV
158
Trust Company of Vermont
Vermont
$47K
RIA
159
Realta Investment Advisors
Delaware
$44K
AA
160
Advisory Alpha
Michigan
$43.1K +$43.1K +1,175 New
LFG
161
LifePlan Financial Group
Ohio
$29K -$8.93K -235 -24%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$28K +$27.9K +729 +24,300%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$26K +$116 +3 +0.4%
MA
164
MCF Advisors
Kentucky
$25K
RBC
165
Roble Belko & Company
Pennsylvania
$25K +$25K +670 New
Citigroup
166
Citigroup
New York
$22K +$116 +3 +0.5%
BWP
167
Baldwin Wealth Partners
Massachusetts
$17K +$17K +450 New
TFS
168
TrustCore Financial Services
Tennessee
$16K
DAM
169
Delta Asset Management
Tennessee
$15K +$15K +402 New
CFN
170
Cordasco Financial Network
Florida
$10K -$3.92K -103 -28%
SPIA
171
Steward Partners Investment Advisory
New York
$9K
VRM
172
Vectors Research Management
New York
$8K
EIP
173
Ellis Investment Partners
Pennsylvania
$8K +$101 +3 +1%
CAL
174
Capital Analysts LLC
Pennsylvania
$8K +$8K +215 New
AF
175
Advisornet Financial
Minnesota
$6K