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SPDR Portfolio S&P 500 High Dividend ETF

386 hedge funds and large institutions have $3.75B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+34
Holders Change %
+9.66%
% of All Funds
6.53%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.45M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
VPW
176
Vericrest Private Wealth
Pennsylvania
$766K +$89.6K +2,244 +13%
HAS
177
HBW Advisory Services
California
$751K -$8.14K -204 -1%
LA
178
LexAurum Advisors
Kansas
$741K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$717K +$42.7K +1,070 +6%
KCIA
180
Kingsbury Capital Investment Advisors
Illinois
$711K +$165K +4,141 +30%
VWM
181
Venturi Wealth Management
Texas
$683K +$452K +11,327 +196%
FWM
182
Focused Wealth Management
New York
$678K -$18.4K -462 -3%
AAS
183
Ameritas Advisory Services
Nebraska
$673K +$25.9K +649 +4%
RIA
184
Regal Investment Advisors
Michigan
$670K +$410K +10,269 +158%
DBIA
185
Dumont & Blake Investment Advisors
New Jersey
$668K +$49.9K +1,250 +8%
RF
186
Rollins Financial
Georgia
$650K +$650K +16,275 New
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$647K
DC
188
Davenport & Co
Virginia
$645K +$303K +7,604 +89%
Marshall Wace
189
Marshall Wace
United Kingdom
$642K +$642K +16,100 New
MIAN
190
Mariner Independent Advisor Network
Kansas
$637K +$7.8K +195 +1%
Prudential Financial
191
Prudential Financial
New Jersey
$635K +$250K +6,219 +65%
DWM
192
Doyle Wealth Management
Florida
$629K -$143K -3,573 -18%
SMA
193
Sage Mountain Advisors
Georgia
$629K +$137K +3,441 +28%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$623K +$623K +15,620 New
RFA
195
Resurgent Financial Advisors
Georgia
$617K +$168K +4,204 +37%
Citigroup
196
Citigroup
New York
$616K +$613K +15,364 +19,448%
CPC
197
Congress Park Capital
New York
$615K +$615K +15,399 New
APA
198
American Portfolios Advisors
New York
$585K +$6.15K +154 +1%
IWC
199
Integrated Wealth Concepts
Massachusetts
$575K +$326K +8,165 +131%
Deutsche Bank
200
Deutsche Bank
Germany
$572K +$355K +8,906 +164%