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SPDR Portfolio S&P 500 High Dividend ETF

406 hedge funds and large institutions have $2.61B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
5.89%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
37
Increased
145
Reduced
151
Closed
42
Calls
$4.83M
Puts
$859K
Net Calls
+$3.97M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
151
HBW Advisory Services
California
$985K
MCM
152
MAI Capital Management
Ohio
$981K +$981K +24,096 New
SWMG
153
Sard Wealth Management Group
Georgia
$958K -$6.43K -158 -0.7%
CIG
154
Cascade Investment Group
Colorado
$953K +$53.9K +1,324 +6%
RIA
155
Regal Investment Advisors
Michigan
$946K +$443K +10,885 +88%
KBFS
156
Kohmann Bosshard Financial Services
Ohio
$897K -$397K -9,756 -31%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$890K +$79.9K +1,963 +10%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$876K -$326 -8 -0%
VFA
159
Valeo Financial Advisors
Indiana
$875K +$15.3K +384 +2%
Millennium Management
160
Millennium Management
New York
$861K +$271K +6,652 +46%
OFS
161
OneAscent Financial Services
Alabama
$848K -$633K -15,533 -43%
BB
162
Berkshire Bank
Massachusetts
$838K -$550K -13,508 -40%
EE
163
EWG Elevate
California
$838K -$703K -17,273 -46%
CIA
164
Concurrent Investment Advisors
Florida
$837K
TCM
165
TruNorth Capital Management
Michigan
$814K +$814K +19,997 New
CA
166
Cambridge Advisors
Nebraska
$807K +$11.2K +275 +1%
MWM
167
MGB Wealth Management
Texas
$796K +$11.4K +279 +1%
FIA
168
Foundations Investment Advisors
Arizona
$790K -$85K -2,089 -10%
KWM
169
Kingsview Wealth Management
Oregon
$775K -$39.9K -981 -5%
IWA
170
Invera Wealth Advisors
Oregon
$768K -$17.1K -445 -2%
LA
171
LexAurum Advisors
Kansas
$767K +$2.69K +66 +0.4%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$740K +$27.4K +672 +4%
TPW
173
Tiller Private Wealth
Pennsylvania
$729K -$34.8K -855 -5%
SWM
174
Selective Wealth Management
Virginia
$726K +$129K +3,277 +22%
IAN
175
Integrated Advisors Network
Texas
$721K -$4.23K -104 -0.6%