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SPDR Portfolio S&P 500 High Dividend ETF

352 hedge funds and large institutions have $2.49B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
166
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.1M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
151
High Net Worth Advisory Group
Florida
$794K
VFA
152
Valeo Financial Advisors
Indiana
$787K +$41.6K +946 +6%
BCM
153
Brookstone Capital Management
Illinois
$771K +$3.49K +79 +0.5%
FWM
154
Focused Wealth Management
New York
$767K -$39.6K -902 -5%
WA
155
WESPAC Advisors
California
$766K -$438K -9,959 -36%
VPW
156
Vericrest Private Wealth
Pennsylvania
$745K +$164K +3,725 +28%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$743K +$297K +6,751 +66%
BWM
158
BerganKDV Wealth Management
Minnesota
$740K -$184K -4,175 -20%
B
159
Bellecapital
Switzerland
$724K +$724K +16,483 New
AAS
160
Ameritas Advisory Services
Nebraska
$713K +$147K +3,335 +26%
RMAM
161
Raab & Moskowitz Asset Management
New Jersey
$712K -$7.38K -168 -1%
CWM
162
Cornerstone Wealth Management
Missouri
$706K -$100K -2,281 -12%
MGIA
163
Moneta Group Investment Advisors
Missouri
$699K +$791 +18 +0.1%
SCFS
164
S.C. Financial Services
Arizona
$698K +$9.32K +212 +1%
MIAN
165
Mariner Independent Advisor Network
Kansas
$691K +$96.9K +2,207 +16%
BB
166
Berkshire Bank
Massachusetts
$688K +$276K +6,283 +67%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$685K -$24.3K -553 -3%
LA
168
Latitude Advisors
Florida
$685K +$387K +8,801 +130%
DBIA
169
Dumont & Blake Investment Advisors
New Jersey
$681K +$681K +15,499 New
YIH
170
Y-Intercept (HK)
Hong Kong
$638K -$238K -5,425 -27%
APA
171
American Portfolios Advisors
New York
$638K +$154K +3,505 +32%
BRWA
172
B. Riley Wealth Advisors
Florida
$627K +$37.5K +853 +6%
OPS
173
Orion Portfolio Solutions
Nebraska
$626K -$81.5K -1,854 -12%
AFM
174
Andesa Financial Management
Pennsylvania
$620K
FHA
175
Flagship Harbor Advisors
Massachusetts
$603K +$125K +2,835 +26%