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SPDR Portfolio S&P 500 High Dividend ETF

168 hedge funds and large institutions have $380M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+21
Holders Change %
+14.29%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
82
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$58.9M 1,548,489 +141,750 +10%
AssetMark Inc
2
AssetMark Inc
California
$26.3M 691,200 +6,426 +0.9%
Bank of America
3
Bank of America
North Carolina
$19.5M 513,700 +91,746 +22%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.4M 482,968 +37,614 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M 451,637 +157,328 +53%
BFG
6
Barber Financial Group
Kansas
$14.8M 388,579 +48,795 +14%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$13.7M 361,207 +274,816 +318%
UBS Group
8
UBS Group
Switzerland
$8.35M 219,376 +15,493 +8%
GI
9
Gradient Investments
Minnesota
$8.26M 217,185 +38,410 +21%
LPL Financial
10
LPL Financial
California
$7.88M 207,221 +39,904 +24%
FPIS
11
Financial Planning & Information Services
Wisconsin
$7.67M 201,715 +65,367 +48%
SP
12
SWS Partners
Ohio
$7.65M 200,347 +200,347 New
Morgan Stanley
13
Morgan Stanley
New York
$7.36M 193,504 +7,824 +4%
Jane Street
14
Jane Street
New York
$6.55M 172,100 +98,715 +135%
MWA
15
MFA Wealth Advisors
Pennsylvania
$6.11M 160,490 +3,178 +2%
BCI
16
Brinker Capital Investments
Pennsylvania
$5.8M 152,516 -9,390 -6%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$5.7M 149,864 +35,963 +32%
CCP
18
Cardan Capital Partners
Colorado
$5.58M 146,658 +6,635 +5%
CCFM
19
Clear Creek Financial Management
Washington
$5.38M 141,504 +141,504 New
AG
20
Advisor Group
Arizona
$5.18M 136,211 +41,153 +43%
DAS
21
Dynamic Advisor Solutions
Arizona
$5.07M 133,272 +107,062 +408%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.67M 122,695 +8,791 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.37M 114,997 +20,435 +22%
Goldman Sachs
24
Goldman Sachs
New York
$3.88M 101,860 +76,134 +296%
MAG
25
Mokosak Advisory Group
Iowa
$3.75M 98,566 +777 +0.8%