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SPDR Portfolio S&P 500 High Dividend ETF

286 hedge funds and large institutions have $1.51B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+19
Holders Change %
+7.12%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
43
Increased
127
Reduced
69
Closed
22
Calls
$1.66M
Puts
$1.14M
Net Calls
+$523K
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Shares
Change %
VIP
201
Vantage Investment Partners
Missouri
$235K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$233K +$160 +4 +0.1%
SGI
203
Summit Global Investments
Utah
$231K +$231K +5,770 New
AIC
204
Ameritas Investment Company
Nebraska
$230K +$2.58K +29 +1%
SFP
205
Strategic Financial Partners
Oregon
$224K +$224K +5,585 New
Prudential Financial
206
Prudential Financial
New Jersey
$222K +$222K +5,540 New
CAL
207
Capital Analysts LLC
Pennsylvania
$220K +$101K +2,515 +85%
OPA
208
Old Port Advisors
Maine
$219K +$219K +5,497 New
LWM
209
Laidlaw Wealth Management
New York
$217K +$217K +5,416 New
SWM
210
SeaCrest Wealth Management
New York
$214K -$7.96K -199 -4%
SPC
211
Sigma Planning Corp
Michigan
$212K +$212K +5,297 New
GWM
212
Geneos Wealth Management
Colorado
$211K +$83.5K +2,071 +65%
II
213
Inspire Investing
Idaho
$208K +$208K +5,189 New
CAG
214
Curtis Advisory Group
California
$205K -$3.72M -92,900 -95%
QC
215
QCM Cayman
Texas
$203K -$38.7K -964 -16%
1IA
216
1834 Investment Advisors
Wisconsin
$194K -$1.12K -28 -0.6%
FEG
217
Financial Enhancement Group
Indiana
$192K -$43.4K -1,085 -18%
AWM
218
Accel Wealth Management
Iowa
$187K
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$176K +$176K +4,200 New
CFA
220
Carroll Financial Associates
North Carolina
$174K +$174K +4,354 New
FHA
221
First Horizon Advisors
Tennessee
$161K
IA
222
IFP Advisors
Florida
$160K +$111K +2,771 +226%
OIA
223
Optimum Investment Advisors
Illinois
$150K +$40.4K +1,010 +37%
PA
224
Parallel Advisors
California
$147K +$55K +1,367 +60%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$146K