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SPDR Portfolio S&P 500 High Dividend ETF

284 hedge funds and large institutions have $1.56B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
31
Increased
138
Reduced
61
Closed
28
Calls
$3.84M
Puts
$789K
Net Calls
+$3.05M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
176
Moloney Securities Asset Management
Missouri
$295K
NWA
177
Navis Wealth Advisors
New York
$293K
Principal Financial Group
178
Principal Financial Group
Iowa
$292K +$8.18K +209 +3%
NAS
179
Nicolet Advisory Services
Wisconsin
$287K +$118 +3 +0%
RJT
180
Raymond James Trust
Florida
$285K +$8.29K +212 +3%
SA
181
Stewardship Advisors
Pennsylvania
$282K
WA
182
Wambolt & Associates
Colorado
$281K +$11K +277 +4%
PAIM
183
Punch & Associates Investment Management
Minnesota
$279K
PPWM
184
PFG Private Wealth Management
Florida
$275K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$275K +$47.6K +1,217 +21%
PFA
186
Pinnacle Family Advisors
Missouri
$274K -$24.1K -615 -8%
WKWM
187
Walter & Keenan Wealth Management
Indiana
$272K -$32.9K -840 -11%
LA
188
Latitude Advisors
Florida
$267K +$267K +6,819 New
CAL
189
Capital Analysts LLC
Pennsylvania
$266K +$51.3K +1,309 +24%
LF
190
Lee Financial
Texas
$264K +$157 +4 +0.1%
GSWM
191
Golden State Wealth Management
California
$260K -$72.7K -1,862 -22%
APW
192
Aurora Private Wealth
New Jersey
$258K +$258K +6,605 New
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$255K -$40.3K -1,030 -14%
Wealthfront Advisers
194
Wealthfront Advisers
California
$255K +$255K +6,504 New
KAS
195
Kestra Advisory Services
Texas
$254K -$25.4K -649 -9%
AWE
196
Avidian Wealth Enterprises
Texas
$250K +$250K +6,389 New
IF
197
Intrua Financial
Texas
$247K +$1.41K +35 +0.6%
PA
198
PSI Advisors
Florida
$246K -$23K -590 -9%
AWA
199
Acorn Wealth Advisors
Michigan
$245K -$3.13K -80 -1%
M&T Bank
200
M&T Bank
New York
$243K -$255K -6,519 -51%