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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$707K +$707K +20,170 New
OC
177
Oarsman Capital
Wisconsin
$707K +$16.7K +476 +2%
HW
178
Hancock Whitney
Mississippi
$699K
TCM
179
Traynor Capital Management
Pennsylvania
$685K -$143K -4,064 -17%
MA
180
Mutual Advisors
Nebraska
$683K -$24.8K -708 -4%
LA
181
LexAurum Advisors
Kansas
$681K
ASN
182
Advisory Services Network
Georgia
$677K -$33.7K -961 -5%
CA
183
Cambridge Advisors
Nebraska
$661K +$1.05K +30 +0.2%
CW
184
CreativeOne Wealth
Kansas
$660K -$540K -15,398 -45%
SFC
185
Strategic Financial Concepts
Texas
$631K +$217K +6,175 +52%
IAN
186
Integrated Advisors Network
Texas
$631K +$2.28K +65 +0.4%
DA
187
Detalus Advisors
Missouri
$601K +$21.7K +620 +4%
RCA
188
Reitz Capital Advisors
Michigan
$596K +$596K +17,229 New
RJT
189
Raymond James Trust
Florida
$593K
Jane Street
190
Jane Street
New York
$589K -$2.46M -70,222 -81%
DC
191
Davenport & Co
Virginia
$583K -$192K -5,471 -25%
FI
192
Financial Insights
Washington
$581K -$35.2K -1,050 -6%
CA
193
Continuum Advisory
Idaho
$581K -$407K -11,606 -41%
CP
194
Castleview Partners
Texas
$572K -$34.3K -977 -6%
PIA
195
Perennial Investment Advisors
California
$568K +$807 +23 +0.1%
FWM
196
Focused Wealth Management
New York
$557K -$631 -18 -0.1%
JWS
197
Juncture Wealth Strategies
Arizona
$557K -$24.2K -691 -4%
LC
198
Lindbrook Capital
California
$553K -$170K -4,855 -24%
BCI
199
Brinker Capital Investments
Pennsylvania
$535K +$9.89K +282 +2%
OPS
200
Orion Portfolio Solutions
Nebraska
$535K +$9.89K +282 +2%