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SPDR Portfolio S&P 500 High Dividend ETF

388 hedge funds and large institutions have $2.36B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
33
Increased
130
Reduced
162
Closed
45
Calls
$2.87M
Puts
$3.66M
Net Calls
-$798K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
EIA
201
Eldridge Investment Advisors
New Hampshire
$524K +$197K +5,626 +60%
SWM
202
Selective Wealth Management
Virginia
$514K -$87.8K -2,579 -15%
SC
203
Savant Capital
Illinois
$510K -$68.4K -1,951 -12%
Deutsche Bank
204
Deutsche Bank
Germany
$501K
TRCT
205
Tower Research Capital (TRC)
New York
$499K -$396K -11,285 -44%
WC
206
Wexford Capital
Florida
$474K
BWL
207
Bogart Wealth LLC
Virginia
$471K +$2.25K +64 +0.5%
LMKC
208
L.M. Kohn & Company
Ohio
$466K -$41K -1,170 -8%
SXL
209
Summit X LLC
Missouri
$466K -$51K -1,453 -10%
WJA
210
Willis Johnson & Associates
Texas
$465K +$6.45K +184 +1%
RMAM
211
Raab & Moskowitz Asset Management
New Jersey
$462K -$29.6K -844 -6%
NB
212
Northwest Bancshares
Pennsylvania
$452K +$452K +12,898 New
AAS
213
Ameritas Advisory Services
Nebraska
$450K +$176K +5,056 +64%
Citigroup
214
Citigroup
New York
$449K -$1.11M -31,677 -71%
SFM
215
Signet Financial Management
New Jersey
$445K -$23.8K -679 -5%
FTUS
216
Flow Traders U.S.
New York
$442K +$442K +12,590 New
FC
217
Financial Consulate
Maryland
$440K -$18.5K -527 -4%
FLA
218
Financial Life Advisors
Texas
$437K +$50.9K +1,450 +13%
BJL
219
Brighton Jones LLC
Washington
$434K +$434K +12,386 New
MCCP
220
Mission Creek Capital Partners
California
$432K +$53.2K +1,517 +14%
PPP
221
Private Portfolio Partners
New Jersey
$429K -$39.9K -1,137 -8%
QPWM
222
Quadrant Private Wealth Management
Pennsylvania
$429K +$12.6K +358 +3%
WA
223
WBH Advisory
Maryland
$416K +$12.9K +368 +3%
FFW
224
Fusion Family Wealth
New York
$409K +$14.5K +414 +4%
ECG
225
Edge Capital Group
Georgia
$407K +$101K +2,869 +33%