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SPDR Portfolio S&P 500 High Dividend ETF

206 hedge funds and large institutions have $289M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-36
Holders Change %
-14.88%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
35
Increased
91
Reduced
55
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$25K
CAL
177
Capital Analysts LLC
Pennsylvania
$23K +$17.7K +711 +331%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$1.88K -76 -9%
GWS
179
Glassman Wealth Services
Virginia
$20K +$20K +813 New
US Bancorp
180
US Bancorp
Minnesota
$19K
NG
181
NWK Group
California
$17K
RBC
182
Roble Belko & Company
Pennsylvania
$16K
FWP
183
FAS Wealth Partners
Kansas
$15K
SW
184
SVB Wealth
Massachusetts
$15K
PA
185
Procyon Advisors
Connecticut
$13K +$619 +25 +5%
HNB
186
Huntington National Bank
Ohio
$12K
BlackRock
187
BlackRock
New York
$11K
DAM
188
Delta Asset Management
Tennessee
$10K
TFS
189
TrustCore Financial Services
Tennessee
$10K
Citigroup
190
Citigroup
New York
$8K -$5.77K -241 -42%
LFG
191
LifePlan Financial Group
Ohio
$6K -$1.91K -82 -24%
CFN
192
Cordasco Financial Network
Florida
$6K
VRM
193
Vectors Research Management
New York
$5K
EIP
194
Ellis Investment Partners
Pennsylvania
$5K +$82 +4 +2%
PO
195
Private Ocean
California
$3K +$3K +150 New
LFG
196
Larson Financial Group
Missouri
$2K +$2K +75 New
SWA
197
Stratos Wealth Advisors
Ohio
$2K +$2K +83 New
CAN
198
Claraphi Advisory Network
United States
$2K +$2K +100 New
TWA
199
TCI Wealth Advisors
Arizona
$2K +$2K +100 New
JPMorgan Chase & Co
200
JPMorgan Chase & Co
New York
$1K -$27.4K -932 -96%