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SPDR Portfolio S&P 500 High Dividend ETF

147 hedge funds and large institutions have $302M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
66
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$53.2M 1,406,739 -118,934 -8%
AssetMark Inc
2
AssetMark Inc
California
$25.9M 684,774 -33,187 -5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.9M 445,354 +101,813 +30%
Bank of America
4
Bank of America
North Carolina
$16M 421,954 -369,347 -47%
BFG
5
Barber Financial Group
Kansas
$12.9M 339,784 +251,191 +284%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.1M 294,309 +186,130 +172%
BTS
7
BB&T Securities
Virginia
$10.5M 277,118 +264,071 +2,024%
UBS Group
8
UBS Group
Switzerland
$7.72M 203,883 +10,889 +6%
Morgan Stanley
9
Morgan Stanley
New York
$7.03M 185,680 +53,149 +40%
GI
10
Gradient Investments
Minnesota
$6.77M 178,775 -27,773 -13%
LPL Financial
11
LPL Financial
California
$6.33M 167,317 +66,046 +65%
MGIA
12
Moneta Group Investment Advisors
Missouri
$6.32M 166,993 +8,261 +5%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.13M 161,906 -10,529 -6%
MWA
14
MFA Wealth Advisors
Pennsylvania
$5.95M 157,312 +469 +0.3%
CCP
15
Cardan Capital Partners
Colorado
$5.3M 140,023 +140,023 New
FPIS
16
Financial Planning & Information Services
Wisconsin
$5.16M 136,348 +52,606 +63%
GFPC
17
Global Financial Private Capital
Florida
$4.37M 115,542 +1,854 +2%
RJA
18
Raymond James & Associates
Florida
$4.32M 114,156 +83,316 +270%
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$4.31M 113,901 +43,925 +63%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.31M 113,904 +53,268 +88%
MAG
21
Mokosak Advisory Group
Iowa
$3.7M 97,789 -745 -0.8%
AG
22
Advisor Group
Arizona
$3.6M 95,058 +85,510 +896%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.57M 94,562 +26,572 +39%
WP
24
WealthPLAN Partners
Nebraska
$3.32M 87,756 +1,391 +2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.27M 86,391 -455 -0.5%