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SPDR Portfolio S&P 500 High Dividend ETF

286 hedge funds and large institutions have $1.51B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+19
Holders Change %
+7.12%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$303K +$37.2K +927 +14%
MSAM
177
Moloney Securities Asset Management
Missouri
$302K -$801 -20 -0.3%
NWA
178
Navis Wealth Advisors
New York
$301K
BWL
179
Bogart Wealth LLC
Virginia
$300K +$210K +5,227 +232%
IWA
180
Intercontinental Wealth Advisors
Texas
$299K -$5.82K -145 -2%
NAS
181
Nicolet Advisory Services
Wisconsin
$294K +$38.3K +954 +15%
Principal Financial Group
182
Principal Financial Group
Iowa
$291K +$15.9K +397 +6%
SA
183
Stewardship Advisors
Pennsylvania
$289K
KAS
184
Kestra Advisory Services
Texas
$287K +$26.6K +663 +10%
PAIM
185
Punch & Associates Investment Management
Minnesota
$286K +$286K +7,143 New
RJT
186
Raymond James Trust
Florida
$284K +$14.2K +354 +5%
VFA
187
Valeo Financial Advisors
Indiana
$283K -$1.45K -36 -0.5%
PPWM
188
PFG Private Wealth Management
Florida
$282K
CAN
189
Cetera Advisor Networks
California
$281K +$30.7K +764 +12%
JCM
190
Jacobi Capital Management
Pennsylvania
$276K +$8.29K +207 +3%
PA
191
PSI Advisors
Florida
$276K +$48.5K +1,210 +21%
WA
192
Wambolt & Associates
Colorado
$275K +$44.6K +1,101 +19%
BB
193
Berkshire Bank
Massachusetts
$272K +$272K +6,782 New
NAM
194
NTV Asset Management
West Virginia
$270K -$9.96K -248 -4%
LF
195
Lee Financial
Texas
$270K +$15.9K +398 +6%
ARC
196
Advisor Resource Council
Texas
$268K +$268K +6,676 New
AWA
197
Acorn Wealth Advisors
Michigan
$254K -$2.6K -65 -1%
IWM
198
IHT Wealth Management
Illinois
$250K +$250K +6,246 New
IF
199
Intrua Financial
Texas
$247K +$1.42K +35 +0.6%
TFA
200
Teamwork Financial Advisors
Texas
$236K -$38.6K -962 -14%