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SPDR Portfolio S&P 500 High Dividend ETF

116 hedge funds and large institutions have $241M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
+25
Holders Change %
+27.47%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
38
Increased
47
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$52M 1,525,673 +601,959 +65%
Bank of America
2
Bank of America
North Carolina
$27M 791,301 +677,882 +598%
AssetMark Inc
3
AssetMark Inc
California
$24.5M 717,961 +64,086 +10%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.7M 343,541 +112,412 +49%
GI
5
Gradient Investments
Minnesota
$7.04M 206,548 -8,139 -4%
UBS Group
6
UBS Group
Switzerland
$6.58M 192,994 +131,891 +216%
BCI
7
Brinker Capital Investments
Pennsylvania
$5.88M 172,435 -37,138 -18%
MGIA
8
Moneta Group Investment Advisors
Missouri
$5.41M 158,732 +17,571 +12%
MWA
9
MFA Wealth Advisors
Pennsylvania
$5.34M 156,843 +156,843 New
WI
10
WrapManager Inc
California
$4.64M 136,266 +136,266 New
Morgan Stanley
11
Morgan Stanley
New York
$4.52M 132,531 +109,845 +484%
GFPC
12
Global Financial Private Capital
Florida
$3.87M 113,688 +20,544 +22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.69M 108,179 +93,966 +661%
APP
14
Avantax Planning Partners
Iowa
$3.53M 103,582 +102,166 +7,215%
LPL Financial
15
LPL Financial
California
$3.45M 101,271 +6,115 +6%
MAG
16
Mokosak Advisory Group
Iowa
$3.36M 98,534 +98,534 New
WP
17
WealthPLAN Partners
Nebraska
$3.26M 86,365 -153 -0.2%
BFG
18
Barber Financial Group
Kansas
$3.02M 88,593 +4,079 +5%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.96M 86,846 +33,024 +61%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.87M 84,151 +84,151 New
FPIS
21
Financial Planning & Information Services
Wisconsin
$2.85M 83,742 +57,281 +216%
UCFA
22
United Capital Financial Advisors
Texas
$2.41M 70,614 +70,614 New
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$2.38M 69,976 +27,968 +67%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.31M 67,990 -17,955 -21%
FI
25
FormulaFolio Investments
Michigan
$2.15M 57,269 +232 +0.4%