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SPDR Portfolio S&P 500 High Dividend ETF

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
151
Andesa Financial Management
Pennsylvania
$593K
MIAN
152
Mariner Independent Advisor Network
Kansas
$571K -$65.1K -1,544 -10%
CCM
153
Crabel Capital Management
California
$568K +$568K +13,518 New
BRWA
154
B. Riley Wealth Advisors
Florida
$565K +$216K +5,136 +62%
MCCP
155
Mission Creek Capital Partners
California
$564K -$26K -618 -4%
VPW
156
Vericrest Private Wealth
Pennsylvania
$556K +$556K +13,215 New
TCMP
157
Thrive Capital Management (Pennsylvania)
Pennsylvania
$543K -$246K -5,847 -31%
AAS
158
Ameritas Advisory Services
Nebraska
$542K +$542K +12,885 New
Citadel Advisors
159
Citadel Advisors
Florida
$520K +$520K +12,366 New
TSS
160
Two Sigma Securities
New York
$514K +$259K +6,150 +101%
IHWM
161
Iron Horse Wealth Management
Iowa
$500K -$3.87K -92 -0.8%
EGWAG
162
Elwood & Goetz Wealth Advisory Group
Georgia
$487K
VWA
163
V Wealth Advisors
Kansas
$486K
SFM
164
Signet Financial Management
New Jersey
$476K -$110K -2,615 -19%
EWM
165
Evercore Wealth Management
New York
$476K
Wealthfront Advisers
166
Wealthfront Advisers
California
$476K +$203K +4,833 +74%
LFAS
167
Level Four Advisory Services
Texas
$474K -$31.7K -754 -6%
APA
168
American Portfolios Advisors
New York
$463K +$8.41K +200 +2%
FHA
169
Flagship Harbor Advisors
Massachusetts
$458K -$1.09M -25,968 -70%
SFG
170
StrategIQ Financial Group
Indiana
$457K -$10.2K -243 -2%
CFA
171
Camarda Financial Advisors
Florida
$448K +$448K +10,654 New
IAN
172
Integrated Advisors Network
Texas
$437K -$46K -1,094 -10%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$427K +$131K +3,120 +44%
KWM
174
Kingsview Wealth Management
Oregon
$416K +$63.8K +1,518 +18%
M&T Bank
175
M&T Bank
New York
$415K +$154K +3,670 +59%