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SPDR Portfolio S&P 500 High Dividend ETF

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$67K
BWP
202
Baldwin Wealth Partners
Massachusetts
$65K +$47.3K +1,199 +266%
William Blair & Company
203
William Blair & Company
Illinois
$63K
S
204
SignatureFD
Georgia
$55K
BC
205
Barnett & Company
Tennessee
$53K -$199 -5 -0.4%
TCOV
206
Trust Company of Vermont
Vermont
$49K
AA
207
Advisory Alpha
Michigan
$46.2K
RIA
208
Realta Investment Advisors
Delaware
$46K
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$38K +$38K +966 New
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$198K -5,017 -85%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$34K +$5.23K +133 +18%
TCWM
212
Total Clarity Wealth Management
Illinois
$34K +$34K +849 New
VFA
213
Values First Advisors
Tennessee
$33K +$33K +834 New
US Bancorp
214
US Bancorp
Minnesota
$32K +$32K +797 New
CHAM
215
Clear Harbor Asset Management
Connecticut
$27.6K +$27.6K +700 New
NG
216
NWK Group
California
$27K +$27K +686 New
RBC
217
Roble Belko & Company
Pennsylvania
$26K
GT
218
Glenmede Trust
Pennsylvania
$25K -$20.1K -517 -45%
SW
219
SVB Wealth
Massachusetts
$25K +$25K +640 New
FWP
220
FAS Wealth Partners
Kansas
$24K +$24K +600 New
Citigroup
221
Citigroup
New York
$23K +$160 +4 +0.7%
BW
222
Bison Wealth
Georgia
$22K +$22K +559 New
PA
223
Procyon Advisors
Connecticut
$20K +$20K +500 New
AF
224
Advisornet Financial
Minnesota
$18K +$11.6K +300 +182%
BlackRock
225
BlackRock
New York
$18K +$16.4K +408 +1,046%