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SPDR Portfolio S&P 500 High Dividend ETF

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
176
Traverso Chambers Private Wealth Management
California
$953K +$831 +21 +0.1%
LC
177
Lindbrook Capital
California
$953K
Bank Julius Baer & Co
178
Bank Julius Baer & Co
Switzerland
$950K +$280K +7,071 +42%
AWMG
179
Alliance Wealth Management Group
New Jersey
$938K +$14.9K +377 +2%
CWP
180
Concord Wealth Partners
Virginia
$922K +$922K +23,291 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$912K +$109K +2,759 +14%
KA
182
Kovack Advisors
Florida
$884K -$24.5K -620 -3%
BCM
183
Brookstone Capital Management
Illinois
$881K +$19.4K +472 +2%
AIC
184
Ayalon Insurance Company
Israel
$872K +$154K +3,891 +21%
TYCC
185
Texas Yale Capital Corp
Florida
$862K +$67.3K +1,700 +8%
CIG
186
Cascade Investment Group
Colorado
$861K +$861K +21,765 New
VFA
187
Valeo Financial Advisors
Indiana
$854K +$88.5K +2,237 +12%
DAS
188
Dynamic Advisor Solutions
Arizona
$846K -$419K -10,586 -33%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$839K +$461K +11,603 +122%
IAN
190
Integrated Advisors Network
Texas
$834K +$13.2K +334 +2%
SG
191
StoneX Group
New York
$831K +$102K +2,571 +14%
HNWAG
192
High Net Worth Advisory Group
Florida
$828K +$4.12K +104 +0.5%
MA
193
Mutual Advisors
Nebraska
$817K -$55.5K -1,403 -6%
B
194
Bellecapital
Switzerland
$810K
MSFS
195
Main Street Financial Solutions
Pennsylvania
$808K -$614K -15,503 -43%
HW
196
Hancock Whitney
Mississippi
$789K
HAS
197
HBW Advisory Services
California
$781K +$6.85K +173 +0.9%
OIA
198
OneDigital Investment Advisors
Kansas
$748K +$355K +8,979 +90%
IA
199
IFP Advisors
Florida
$742K -$13.6K -421 -2%
CFGS
200
Concourse Financial Group Securities
Alabama
$739K +$189K +4,773 +34%