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SPDR Portfolio S&P 500 High Dividend ETF

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
FI
201
Financial Insights
Washington
$737K +$48.4K +1,222 +7%
SWM
202
Selective Wealth Management
Virginia
$732K -$742K -18,086 -50%
LA
203
LexAurum Advisors
Kansas
$707K -$28.1K -709 -4%
MCC
204
Money Concepts Capital
Florida
$706K +$680K +17,182 +2,576%
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$699K +$29.8K +753 +4%
MWM
206
Meridian Wealth Management
Kentucky
$690K +$16.7K +421 +2%
PWP
207
Principle Wealth Partners
Connecticut
$689K -$56.1K -1,417 -8%
DC
208
Davenport & Co
Virginia
$678K +$30.5K +771 +5%
ACM
209
Altrius Capital Management
North Carolina
$671K -$131K -3,314 -16%
CP
210
Castleview Partners
Texas
$667K +$16.7K +421 +3%
RJT
211
Raymond James Trust
Florida
$663K
TRCT
212
Tower Research Capital (TRC)
New York
$660K +$470K +11,870 +247%
FWM
213
Focused Wealth Management
New York
$657K -$20.9K -528 -3%
FFG
214
Ford Financial Group
California
$652K -$88.6K -2,238 -12%
Corient Private Wealth
215
Corient Private Wealth
Florida
$652K +$652K +16,461 New
DA
216
Detalus Advisors
Missouri
$636K +$54.9K +1,387 +9%
OPS
217
Orion Portfolio Solutions
Nebraska
$611K +$4.43K +112 +0.7%
RMAM
218
Raab & Moskowitz Asset Management
New Jersey
$596K -$792 -20 -0.1%
SFG
219
Sovereign Financial Group
Connecticut
$574K +$110K +2,768 +24%
WA
220
Wambolt & Associates
Colorado
$572K +$3.29K +83 +0.6%
AFM
221
Andesa Financial Management
Pennsylvania
$558K -$558K -14,100 -50%
NL
222
NWAM LLC
Washington
$553K -$28.4K -717 -5%
FEG
223
Financial Enhancement Group
Indiana
$549K +$225K +5,384 +70%
BWL
224
Bogart Wealth LLC
Virginia
$544K +$22.5K +569 +4%
SFS
225
Sowell Financial Services
Arkansas
$543K +$12.2K +308 +2%