SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
201
Raymond James Trust
Florida
$594K +$344K +9,700 +137%
CP
202
Castleview Partners
Texas
$583K +$571K +16,081 +4,595%
DC
203
Davenport & Co
Virginia
$581K +$7.38K +208 +1%
CPC
204
Congress Park Capital
New York
$579K +$33.2K +937 +6%
RFA
205
Resurgent Financial Advisors
Georgia
$564K +$16.1K +455 +3%
DWM
206
Doyle Wealth Management
Florida
$552K -$7.78K -219 -1%
ACM
207
AlphaStar Capital Management
North Carolina
$551K -$158K -4,453 -22%
IWC
208
Integrated Wealth Concepts
Massachusetts
$549K +$38.4K +1,082 +8%
OPS
209
Orion Portfolio Solutions
Nebraska
$544K +$37.5K +1,057 +7%
RMAM
210
Raab & Moskowitz Asset Management
New Jersey
$534K -$40.4K -1,141 -7%
SW
211
Solidarity Wealth
Utah
$525K +$525K +13,402 New
ML
212
McAdam LLC
Pennsylvania
$524K +$19.1K +539 +4%
NL
213
NWAM LLC
Washington
$521K -$625K -17,627 -55%
DA
214
Detalus Advisors
Missouri
$521K +$521K +14,693 New
Deutsche Bank
215
Deutsche Bank
Germany
$509K
WA
216
Wambolt & Associates
Colorado
$509K +$253K +7,138 +99%
APA
217
American Portfolios Advisors
New York
$503K -$17K -479 -3%
SFM
218
Signet Financial Management
New Jersey
$499K +$38.4K +1,083 +8%
FC
219
Financial Consulate
Maryland
$495K +$298K +8,404 +151%
CFGS
220
Concourse Financial Group Securities
Alabama
$493K +$137K +3,863 +38%
MGIA
221
Moneta Group Investment Advisors
Missouri
$484K -$17.3K -487 -3%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$482K -$71.6K -2,021 -13%
MCCP
223
Mission Creek Capital Partners
California
$478K +$674 +19 +0.1%
SFS
224
Sowell Financial Services
Arkansas
$476K +$476K +13,422 New
NP
225
NorthRock Partners
Minnesota
$474K +$474K +13,362 New