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SPDR Portfolio S&P 500 High Dividend ETF

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
151
Howard Wealth Management
Connecticut
$328K +$328K +8,313 New
ASN
152
Advisory Services Network
Georgia
$327K -$384K -9,730 -54%
IWA
153
Intercontinental Wealth Advisors
Texas
$326K -$29.2K -740 -8%
TFA
154
Tobias Financial Advisors
Florida
$321K +$321K +8,144 New
WP
155
WealthShield Partners
North Carolina
$320K +$316 +8 +0.1%
TP
156
Tranquility Partners
Tennessee
$319K
MSAM
157
Moloney Securities Asset Management
Missouri
$316K +$54.2K +1,374 +21%
PPWM
158
PFG Private Wealth Management
Florida
$316K +$316K +8,005 New
Citadel Advisors
159
Citadel Advisors
Florida
$305K -$699K -17,686 -70%
NAS
160
Nicolet Advisory Services
Wisconsin
$305K -$31.3K -795 -9%
KBFS
161
Kohmann Bosshard Financial Services
Ohio
$304K +$37.2K +944 +14%
GRP
162
Global Retirement Partners
California
$303K +$64.4K +1,634 +27%
WMA
163
Wealth Management Associates
New Jersey
$292K -$37.5K -950 -11%
SI
164
Stephens Inc
Arkansas
$290K +$290K +7,338 New
SFSIG
165
San Francisco Sentry Investment Group
California
$281K +$16.6K +422 +6%
S
166
Surevest
California
$271K -$12.2K -310 -4%
AWA
167
Acorn Wealth Advisors
Michigan
$264K -$3.16K -81 -1%
VBFP
168
Valtinson Bruner Financial Planning
Minnesota
$261K -$24.9K -637 -9%
1IA
169
1834 Investment Advisors
Wisconsin
$261K -$1.19K -30 -0.5%
AF
170
Allworth Financial
California
$255K +$255K +6,466 New
SS
171
Simplicity Solutions
Minnesota
$250K -$3.94M -99,807 -94%
CWP
172
Capital Wealth Planning
Florida
$241K -$31.6K -800 -12%
VWA
173
Visionary Wealth Advisors
Illinois
$239K +$239K +6,048 New
TCM
174
Towercrest Capital Management
Pennsylvania
$237K +$6.41K +162 +3%
OIA
175
OneDigital Investment Advisors
Kansas
$234K