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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
176
Davenport & Co
Virginia
$819K +$12.2K +330 +2%
MSFS
177
Main Street Financial Solutions
Pennsylvania
$796K +$38.3K +1,034 +5%
BCM
178
Brookstone Capital Management
Illinois
$788K -$2K -54 -0.3%
Wolverine Trading
179
Wolverine Trading
Illinois
$787K +$787K +21,324 New
VFA
180
Valeo Financial Advisors
Indiana
$784K +$24.4K +657 +3%
KA
181
Kovack Advisors
Florida
$783K -$36.9K -996 -5%
HI
182
Harbour Investments
Wisconsin
$777K +$139K +3,754 +22%
LC
183
Lindbrook Capital
California
$765K -$83.1K -2,240 -10%
HF
184
HRT Financial
New York
$764K -$664K -17,927 -47%
MWM
185
Mission Wealth Management
California
$762K -$116K -3,137 -13%
ASN
186
Advisory Services Network
Georgia
$751K +$89.3K +2,408 +13%
MA
187
Mutual Advisors
Nebraska
$749K -$25.7K -693 -3%
HW
188
Hancock Whitney
Mississippi
$739K
OC
189
Oarsman Capital
Wisconsin
$730K -$131K -3,537 -15%
CFGS
190
Concourse Financial Group Securities
Alabama
$725K -$1.67K -45 -0.2%
LA
191
LexAurum Advisors
Kansas
$720K +$60K +1,618 +9%
FIA
192
Foundations Investment Advisors
Arizona
$708K +$489K +13,186 +223%
CA
193
Cambridge Advisors
Nebraska
$698K +$208K +5,600 +42%
BC
194
Brio Consultants
California
$683K -$713K -19,217 -51%
FI
195
Financial Insights
Washington
$680K -$6.49K -175 -0.9%
DBIA
196
Dumont & Blake Investment Advisors
New Jersey
$669K +$7.6K +205 +1%
IAN
197
Integrated Advisors Network
Texas
$665K +$57.3K +1,546 +9%
SWM
198
Selective Wealth Management
Virginia
$657K +$657K +17,675 New
Corient Private Wealth
199
Corient Private Wealth
Florida
$644K +$7.42K +200 +1%
CP
200
Castleview Partners
Texas
$641K +$11.3K +304 +2%