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SPDR Portfolio S&P 500 High Dividend ETF

352 hedge funds and large institutions have $2.49B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
58
Increased
166
Reduced
71
Closed
32
Calls
$6.88M
Puts
$789K
Net Calls
+$6.1M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
KCIA
176
Kingsbury Capital Investment Advisors
Illinois
$601K +$601K +13,666 New
LFAS
177
Level Four Advisory Services
Texas
$594K +$98.9K +2,250 +20%
MCCP
178
Mission Creek Capital Partners
California
$591K +$1.1K +25 +0.2%
CFA
179
Camarda Financial Advisors
Florida
$589K +$121K +2,748 +26%
NRI
180
NFP Retirement Inc
California
$589K -$73K -1,660 -11%
SFM
181
Signet Financial Management
New Jersey
$586K +$88.3K +2,007 +18%
IA
182
IFP Advisors
Florida
$553K +$411K +12,724 +289%
SMA
183
Sage Mountain Advisors
Georgia
$541K -$1.09M -24,931 -67%
AWM
184
Axxcess Wealth Management
California
$528K +$528K +12,017 New
IHWM
185
Iron Horse Wealth Management
Iowa
$523K -$484 -11 -0.1%
EGWAG
186
Elwood & Goetz Wealth Advisory Group
Georgia
$509K
VWA
187
V Wealth Advisors
Kansas
$507K
SXL
188
Summit X LLC
Missouri
$507K +$507K +11,651 New
EWM
189
Evercore Wealth Management
New York
$498K
RFA
190
Resurgent Financial Advisors
Georgia
$494K +$494K +11,250 New
SFG
191
StrategIQ Financial Group
Indiana
$477K
WF
192
Wayfinding Financial
Washington
$460K +$30.2K +691 +7%
SFG
193
Sovereign Financial Group
Connecticut
$460K +$198K +4,517 +76%
JWM
194
JFG Wealth Management
Colorado
$459K +$459K +10,450 New
TCMP
195
Thrive Capital Management (Pennsylvania)
Pennsylvania
$453K -$114K -2,594 -20%
CG
196
Cutler Group
California
$452K +$270K +6,160 +149%
MWM
197
Meridian Wealth Management
Kentucky
$446K +$89.7K +2,040 +25%
NFSG
198
Newbridge Financial Services Group
Florida
$443K +$45.5K +1,035 +11%
AAS
199
Avantax Advisory Services
Texas
$442K +$23.2K +529 +6%
DADC
200
D.A. Davidson & Co
Montana
$436K +$45.7K +1,040 +12%