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SPDR Portfolio S&P 500 High Dividend ETF

76 hedge funds and large institutions have $122M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
37
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$23.3M 623,843 +32,561 +6%
Ameriprise
2
Ameriprise
Minnesota
$21.8M 585,313 +585,313 New
GI
3
Gradient Investments
Minnesota
$8.5M 227,999 +93,199 +69%
BCI
4
Brinker Capital Investments
Pennsylvania
$8.21M 220,208 +26,274 +14%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.53M 201,940 +173,343 +606%
RA
6
RFG Advisory
Alabama
$4.19M 112,352 +5,863 +6%
Bank of America
7
Bank of America
North Carolina
$3.96M 106,063 +45,426 +75%
Jane Street
8
Jane Street
New York
$3.34M 89,431 +89,431 New
WP
9
WealthPLAN Partners
Nebraska
$3.24M 86,944 -1,323 -1%
BFG
10
Barber Financial Group
Kansas
$2.86M 76,760 -1,712 -2%
LPL Financial
11
LPL Financial
California
$2.72M 72,822 +11,863 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.88M 50,458 -2,381 -5%
CF
13
Centaurus Financial
California
$1.79M 47,855 +11,440 +31%
FIM
14
Frontier Investment Management
Texas
$1.54M 41,295 -28,255 -41%
FAAS
15
First Allied Advisory Services
California
$1.52M 40,809 +40,809 New
AWMG
16
Alliance Wealth Management Group
New Jersey
$1.51M 40,417 +963 +2%
TCM
17
Towercrest Capital Management
Pennsylvania
$1.51M 40,417 +40,417 New
FWM
18
Frontier Wealth Management
Missouri
$1.48M 39,657 +217 +0.6%
KWM
19
Kingsview Wealth Management
Oregon
$1.44M 38,581 +1,404 +4%
FI
20
FormulaFolio Investments
Michigan
$1.29M 34,558 +26,026 +305%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.23M 32,943 -9,531 -22%
SWM
22
SeaCrest Wealth Management
New York
$1.1M 29,584 +364 +1%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.08M 29,130 +12,542 +76%
Morgan Stanley
24
Morgan Stanley
New York
$894K 23,979 -1,471 -6%
UBS Group
25
UBS Group
Switzerland
$888K 23,816 -6,962 -23%