SPYD icon

SPDR Portfolio S&P 500 High Dividend ETF

414 hedge funds and large institutions have $2.88B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
45
Increased
187
Reduced
119
Closed
45
Calls
$4.48M
Puts
$963K
Net Calls
+$3.52M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Shares
Change %
FI
201
Financial Insights
Washington
$704K -$3.8K -100 -0.5%
DADC
202
D.A. Davidson & Co
Montana
$689K -$272K -7,164 -28%
ASN
203
Advisory Services Network
Georgia
$678K -$351K -9,224 -34%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$678K +$6.39K +168 +1%
LA
205
LexAurum Advisors
Kansas
$676K -$2.58K -68 -0.4%
HI
206
Harbour Investments
Wisconsin
$654K +$173K +4,558 +36%
Corient Private Wealth
207
Corient Private Wealth
Florida
$653K +$27.3K +719 +4%
CP
208
Castleview Partners
Texas
$646K +$5.4K +142 +0.8%
MCC
209
Money Concepts Capital
Florida
$640K +$401K +29,941 +168%
DA
210
Detalus Advisors
Missouri
$630K +$18.5K +487 +3%
IAN
211
Integrated Advisors Network
Texas
$623K -$179K -4,701 -22%
FWM
212
Focused Wealth Management
New York
$607K -$23.2K -611 -4%
OPS
213
Orion Portfolio Solutions
Nebraska
$596K +$9.84K +259 +2%
BCI
214
Brinker Capital Investments
Pennsylvania
$596K +$596K +15,696 New
JWS
215
Juncture Wealth Strategies
Arizona
$588K +$108K +2,849 +23%
KW
216
KWB Wealth
California
$579K +$157K +3,976 +37%
MGIA
217
Moneta Group Investment Advisors
Missouri
$573K +$84.9K +2,233 +17%
PWP
218
Principle Wealth Partners
Connecticut
$569K -$92.5K -2,433 -14%
QPWM
219
Quadrant Private Wealth Management
Pennsylvania
$552K +$552K +14,525 New
NL
220
NWAM LLC
Washington
$550K +$19K +499 +4%
PIA
221
Perennial Investment Advisors
California
$548K +$548K +14,417 New
SC
222
Savant Capital
Illinois
$543K +$543K +14,291 New
Deutsche Bank
223
Deutsche Bank
Germany
$543K +$158K +4,165 +41%
AFM
224
Andesa Financial Management
Pennsylvania
$536K +$268K +14,100 +100%
RMAM
225
Raab & Moskowitz Asset Management
New Jersey
$533K -$39.2K -1,032 -7%