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SPDR Portfolio S&P 500 High Dividend ETF

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
176
Ameritas Investment Company
Nebraska
$5K +$5K +120 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$5K +$5K +140 New
CFGS
178
Concourse Financial Group Securities
Alabama
$4K
LFG
179
Larson Financial Group
Missouri
$4K +$4K +100 New
GWM
180
Geneos Wealth Management
Colorado
$2K -$1.52K -50 -43%
FRA
181
Front Row Advisors
California
$2K
BlackRock
182
BlackRock
New York
$1K -$1.46K -57 -59%
DOA
183
D'Orazio & Associates
Virginia
$1K
SIS
184
Sound Income Strategies
Florida
$1K +$1K +30 New
GT
185
Glenmede Trust
Pennsylvania
$44 +$20 +517 +80%
SWP
186
Strategic Wealth Partners
Ohio
$3
KM
187
Kalos Management
Georgia
-$1.08M -28,595 Closed
FAM
188
Formidable Asset Management
Ohio
-$674K -17,760 Closed
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
-$634K -16,679 Closed
MWM
190
Meridian Wealth Management
Kentucky
-$3.11K -8,173 Closed
GCA
191
Greenwood Capital Associates
South Carolina
-$310K -8,155 Closed
DA
192
Doliver Advisors
Texas
-$269K -7,073 Closed
MWPCG
193
Measured Wealth Private Client Group
New Hampshire
-$268K -7,043 Closed
PCP
194
Proficio Capital Partners
Massachusetts
-$126K -3,325 Closed
AWM
195
Arbor Wealth Management
Florida
-$31K -803 Closed
RWA
196
Redhawk Wealth Advisors
Minnesota
-$26K -675 Closed
MAU
197
MRA Associates USA
Arizona
-$13.4K -351 Closed
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
-$11K -300 Closed
IAS
199
IMA Advisory Services
Colorado
-$4K -100 Closed
SWA
200
Sutton Wealth Advisors
Florida
-$154 -4 Closed