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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
151
Texas Yale Capital Corp
Florida
$1.03M +$219K +5,900 +27%
EWA
152
EP Wealth Advisors
California
$1.02M -$33.2M -273,717 -97%
MWM
153
Meridian Wealth Management
Kentucky
$1M +$8.05K +217 +0.8%
GM
154
GeoWealth Management
Illinois
$979K +$979K +26,413 New
ML
155
McAdam LLC
Pennsylvania
$966K +$208K +5,603 +27%
MW
156
MBL Wealth
North Carolina
$964K
SWM
157
Spire Wealth Management
Virginia
$959K +$220K +5,936 +30%
TRCT
158
Tower Research Capital (TRC)
New York
$946K -$996K -26,859 -51%
TPW
159
Tiller Private Wealth
Pennsylvania
$943K -$121K -3,260 -11%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$942K +$52.7K +1,428 +6%
IA
161
Insight Advisors
Pennsylvania
$940K +$6.08K +164 +0.7%
AWM
162
Apollon Wealth Management
South Carolina
$932K +$592K +15,972 +174%
PIA
163
Powell Investment Advisors
Florida
$929K +$11.6K +313 +1%
State Farm Mutual Automobile Insurance
164
State Farm Mutual Automobile Insurance
Illinois
$927K
IWA
165
Intercontinental Wealth Advisors
Texas
$926K -$10.1K -273 -1%
HAS
166
HBW Advisory Services
California
$920K +$34.8K +939 +4%
LIA
167
LBMC Investment Advisors
Tennessee
$906K
AWMG
168
Alliance Wealth Management Group
New Jersey
$901K +$68.3K +1,842 +8%
CA
169
Cetera Advisors
Colorado
$896K -$326K -8,784 -27%
TCPWM
170
Traverso Chambers Private Wealth Management
California
$894K +$816 +22 +0.1%
TCM
171
Traynor Capital Management
Pennsylvania
$875K -$84.1K -2,268 -9%
B
172
Bellecapital
Switzerland
$869K
CIG
173
Cascade Investment Group
Colorado
$853K +$6.01K +162 +0.7%
DADC
174
D.A. Davidson & Co
Montana
$839K +$166K +4,488 +25%
VWA
175
Visionary Wealth Advisors
Illinois
$822K -$64.9K -1,749 -7%