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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
201
CIC Wealth
Maryland
$640K +$640K +17,268 New
RJT
202
Raymond James Trust
Florida
$627K -$459K -12,383 -42%
JWS
203
Juncture Wealth Strategies
Arizona
$614K +$40.3K +1,086 +7%
DA
204
Detalus Advisors
Missouri
$613K -$1.52K -41 -0.2%
SC
205
Savant Capital
Illinois
$612K +$82.1K +2,215 +15%
PIA
206
Perennial Investment Advisors
California
$599K +$64.8K +1,747 +12%
FWM
207
Focused Wealth Management
New York
$590K -$2.82K -76 -0.5%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$556K +$556K +15,000 New
BCI
209
Brinker Capital Investments
Pennsylvania
$555K -$27.1K -730 -5%
OPS
210
Orion Portfolio Solutions
Nebraska
$555K -$27.1K -730 -5%
TI
211
Tidal Investments
Wisconsin
$548K +$548K +14,784 New
SXL
212
Summit X LLC
Missouri
$546K -$420K -11,315 -43%
LMKC
213
L.M. Kohn & Company
Ohio
$536K +$309K +8,323 +136%
Deutsche Bank
214
Deutsche Bank
Germany
$529K
RMAM
215
Raab & Moskowitz Asset Management
New Jersey
$520K
WC
216
Wexford Capital
Florida
$501K -$1.33M -35,851 -73%
PPP
217
Private Portfolio Partners
New Jersey
$496K -$17.1K -462 -3%
SFM
218
Signet Financial Management
New Jersey
$496K -$7.38K -199 -1%
BWL
219
Bogart Wealth LLC
Virginia
$496K -$15.8K -427 -3%
WA
220
Wambolt & Associates
Colorado
$495K -$17.6K -474 -3%
SFG
221
Sovereign Financial Group
Connecticut
$490K -$16.7K -450 -3%
FC
222
Financial Consulate
Maryland
$485K -$3.52K -95 -0.7%
WJA
223
Willis Johnson & Associates
Texas
$484K +$31.4K +848 +7%
ACM
224
Altrius Capital Management
North Carolina
$465K -$42.6K -1,150 -8%
NL
225
NWAM LLC
Washington
$456K -$80.5K -2,171 -15%