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SPDR Portfolio S&P 500 High Dividend ETF

386 hedge funds and large institutions have $3.75B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+34
Holders Change %
+9.66%
% of All Funds
6.53%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.37%
New
62
Increased
181
Reduced
79
Closed
24
Calls
$4.85M
Puts
$1.41M
Net Calls
+$3.45M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$569K +$1.04K +26 +0.2%
ML
202
McAdam LLC
Pennsylvania
$568K +$248K +6,215 +78%
CWM
203
Cornerstone Wealth Management
Missouri
$564K -$76.8K -1,927 -12%
MGIA
204
Moneta Group Investment Advisors
Missouri
$564K -$70.7K -1,772 -11%
AFM
205
Andesa Financial Management
Pennsylvania
$563K
BRWA
206
B. Riley Wealth Advisors
Florida
$561K -$9.23K -231 -2%
IA
207
IFP Advisors
Florida
$553K
MCCP
208
Mission Creek Capital Partners
California
$537K +$638 +16 +0.1%
MWM
209
Meridian Wealth Management
Kentucky
$534K +$129K +3,231 +32%
SFM
210
Signet Financial Management
New Jersey
$518K -$13.9K -349 -3%
MWAM
211
Manhattan West Asset Management
California
$517K +$312K +7,820 +153%
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$514K +$143K +3,576 +38%
FI
213
Financial Insights
Washington
$477K +$279K +7,003 +141%
BWM
214
BerganKDV Wealth Management
Minnesota
$476K -$195K -4,899 -29%
PA
215
Parallel Advisors
California
$476K +$239K +5,994 +101%
SCFS
216
S.C. Financial Services
Arizona
$467K -$166K -4,166 -26%
SPC
217
Sigma Planning Corp
Michigan
$467K +$231K +5,788 +98%
CIA
218
Capital Investment Advisors
Georgia
$460K +$460K +11,532 New
EWM
219
Evercore Wealth Management
New York
$452K
VWA
220
V Wealth Advisors
Kansas
$441K -$20K -500 -4%
EGWAG
221
Elwood & Goetz Wealth Advisory Group
Georgia
$435K -$26.9K -675 -6%
SFG
222
StrategIQ Financial Group
Indiana
$433K
FFW
223
Fusion Family Wealth
New York
$432K +$432K +10,825 New
SFG
224
Sovereign Financial Group
Connecticut
$431K +$13.1K +327 +3%
NAS
225
Nicolet Advisory Services
Wisconsin
$419K +$49.2K +1,229 +13%