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SPDR Portfolio S&P 500 High Dividend ETF

451 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
6.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
81
Increased
167
Reduced
124
Closed
47
Calls
$3.54M
Puts
$1.3M
Net Calls
+$2.24M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$642K -$43.1K -997 -6%
IWM
202
IHT Wealth Management
Illinois
$634K +$115K +2,664 +22%
SC
203
Savant Capital
Illinois
$633K -$33.7K -779 -5%
FCA
204
FLC Capital Advisors
California
$615K +$615K +14,232 New
MA
205
Mutual Advisors
Nebraska
$612K -$14.5K -332 -2%
OC
206
Optima Capital
Oregon
$607K +$607K +14,040 New
FWA
207
FSC Wealth Advisors
New York
$606K +$22.1K +511 +4%
SWM
208
Spire Wealth Management
Virginia
$606K -$40.5K -936 -6%
FWM
209
Focused Wealth Management
New York
$596K -$3.11K -72 -0.5%
NP
210
NorthRock Partners
Minnesota
$587K +$1.34K +31 +0.2%
DS
211
DRW Securities
Illinois
$575K +$72.8K +1,684 +14%
FHA
212
Flagship Harbor Advisors
Massachusetts
$575K +$11.8K +272 +2%
GWMR
213
GC Wealth Management RIA
Massachusetts
$561K -$39.4K -912 -7%
IP
214
Ignite Planners
California
$557K +$75.3K +1,734 +16%
PFS
215
Prospera Financial Services
Texas
$539K +$158K +3,657 +41%
CAS
216
Coppell Advisory Solutions
Texas
$539K +$163K +3,791 +43%
MCCP
217
Mission Creek Capital Partners
California
$533K +$130 +3 +0%
T
218
Tidemark
California
$525K -$69.1K -1,597 -12%
WJA
219
Willis Johnson & Associates
Texas
$525K -$37.1K -859 -7%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$519K +$519K +11,997 New
WA
221
Waverly Advisors
Alabama
$517K +$81.6K +1,888 +19%
ACM
222
AlphaStar Capital Management
North Carolina
$513K +$236K +5,453 +85%
WWA
223
WCG Wealth Advisors
Nevada
$505K -$2.21K -51 -0.4%
GRP
224
Global Retirement Partners
California
$496K +$302K +6,986 +155%
WAAG
225
Wealth Alliance Advisory Group
Kansas
$494K +$151K +3,500 +44%