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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
151
MBL Wealth
North Carolina
$877K -$35.1K -1,000 -4%
State Farm Mutual Automobile Insurance
152
State Farm Mutual Automobile Insurance
Illinois
$877K
PIA
153
Powell Investment Advisors
Florida
$871K -$7.47K -213 -0.8%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$871K -$22.2K -634 -2%
CA
155
Cetera Advisors
Colorado
$865K +$17.4K +497 +2%
AWM
156
Apollon Wealth Management
South Carolina
$852K -$29.9K -852 -3%
TCPWM
157
Traverso Chambers Private Wealth Management
California
$847K +$736 +21 +0.1%
HAS
158
HBW Advisory Services
California
$844K -$26.3K -751 -3%
HI
159
Harbour Investments
Wisconsin
$844K +$109K +3,098 +15%
LIA
160
LBMC Investment Advisors
Tennessee
$829K
B
161
Bellecapital
Switzerland
$822K
TYCC
162
Texas Yale Capital Corp
Florida
$774K -$196K -5,600 -20%
CIG
163
Cascade Investment Group
Colorado
$774K -$33.1K -943 -4%
LWP
164
Laurel Wealth Planning
Minnesota
$757K -$495K -14,096 -40%
VFA
165
Valeo Financial Advisors
Indiana
$756K +$14.4K +411 +2%
TPW
166
Tiller Private Wealth
Pennsylvania
$756K -$136K -3,868 -15%
OIA
167
OneDigital Investment Advisors
Kansas
$752K -$247K -7,053 -25%
MSFS
168
Main Street Financial Solutions
Pennsylvania
$741K -$11.4K -326 -2%
AWM
169
Austin Wealth Management
Texas
$739K +$739K +20,592 New
FIA
170
Foundations Investment Advisors
Arizona
$729K +$59.7K +1,702 +9%
VWA
171
Visionary Wealth Advisors
Illinois
$724K -$53.1K -1,514 -7%
DBIA
172
Dumont & Blake Investment Advisors
New Jersey
$723K +$90.3K +2,576 +14%
MWM
173
Mission Wealth Management
California
$722K +$1.3K +37 +0.2%
BCM
174
Brookstone Capital Management
Illinois
$719K -$7.84K -229 -1%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$712K -$1.58M -45,213 -69%